Leading up to eMoney’s Annual Holiday Party on Saturday, January 27, employees participated in a food drive benefitting Philabundance, a non-profit food bank, which serves families suffering from hunger.
“This is one of the most monumental pieces of legislation in our lifetime…bigger than the healthcare reform act,” says Henry Smith, Partner of Smith & Downey about the Department of Labor’s (DOL) new fiduciary rule. And regardless of the fate of the DOL Rule, the industry has initiated a massive shift to a planning-led, fiduciary model that’s sure to affect the way you conduct your business.
As we head further into the winter months and the temperature continues to drop, conference season is just beginning to heat up!
eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth management solution that combines eMoney’s industry-leading financial planning software with its award-winning client portal.
Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge part of your clients’ lives. And there’s a good reason why.
This past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.