Last month, you heard from my colleague, Josh Belfiore, who prior to joining eMoney was a financial advisor at Merrill Lynch. In his blog post, he asked the question “How can we help advisors do more for their clients?” With 55 percent of client households valuing an advisor who takes the time to understand their…
Available to all eMoney clients, the Voice Assistant provides a seamless, efficient and hands-off way to search for client information and data. Advisors can navigate to areas of the platform that conventionally take a few clicks in just one step, using one voice command.
Foundational Planning, the newest planning solution available on the eMoney platform is designed to help advisors create plans for clients with less complex needs and scale planning across their organizations.
1,000 excited financial professionals, Fintech junkies, and eMoney employees gathered together once again, this time back under the bright (and sometimes rain-blocked) Florida sun, for the annual eMoney Advisor Summit. In a whirlwind of exciting talks, eMoney-focused breakouts, and networking, the Summit officially kicked off. Luckily, you can recap it all here: Day One Recap…
To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45 percent shared characteristics that eMoney and Fidelity identify as “FlexGen.” These advisors are adaptable, future-ready, focused on delivering a great client experience, and utilizing technology more often to achieve these goals.
Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.
Now in its third year, the revamped University Program aims to develop the next generation of financial advisors by providing college students who are pursuing a financial planning degree with training on the eMoney platform as part of their curriculum.
Keynote speakers include Abby Johnson, Chairman and CEO of FMR LLC; bestselling authors Daniel Pink, Alison Levine; and various financial planning experts.