Helping Financial Advisors Understand Student Loan Repayment Options

Understanding Student Loan Repayment

Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial industry is currently offering. I’ve also seen how impactful sound financial advice can be at this point of a young adult’s life. Financial advisors who…

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Upcoming CE Webinar: The Essential Eight

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Join Daniel Fan, Senior Managing Director, Head of Wealth Planning at First Foundation Advisors, and Allan…

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Upcoming Webinar: Activating the Advice Value Stack Using Growth Engines

As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service models to help clients achieve fulfillment. Delivering multiple elements of value to investors requires focus, strategies, and the deliberate commitment of resources and energy. Join Steve Levis, SVP of Financial Planning at eMoney, and Anand Sekhar, VP of Practice Management and Consulting…

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How to Access the Risk Tolerance Questionnaire

eMoney offers a risk tolerance questionnaire that determines a recommended model portfolio for a client based on how they answer the series of questions. Results can range from an asset preservation to aggressive growth strategy. It’s important to note that eMoney does not map the risk tolerance questionnaire to custom portfolios. We’ll only recommend the default…

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How to Model a Reinvestment Technique

A reinvestment technique in eMoney will reinvest an individual account or all accounts from its current asset allocation to a new model portfolio. Today, we’ll look at how to model a reinvestment technique in Advanced Planning and present the results to clients. First, you’ll navigate to the Plans section of your client’s overview page. Click Add under scenarios and then click…

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