Created and developed by eMoney’s in-house team of 12 Certified Financial Planners (CFPs®), this new program is available to all eMoney clients in need of CE credits to apply toward their CFP® designation.
eMoney Advisor won six awards during the 12th annual Stevie Awards for Sales and Customer Service banquet on Feb. 23 at Caesars Palace in Las Vegas.
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors.
eMoney plans to add an integration later this year with OpenView Gateway™, the integration platform from Schwab Advisor Services, the largest custodian of independent advisor assets.
Jeffrey Schwantz, SVP, Head of Enterprise Sales and Shannon Porro, VP, Strategic Partnerships have joined eMoney. Schwantz, who joined the firm from Morningstar and Porro from Fidelity Custody and Clearing, report to eMoney’s Head of Business Development, Stephen Langlois, who joined the company in May.
Attendees of eMoney’s Fourth Annual Advisor Summit received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year.
eMoney announced its final keynote speaker, Guy Kawasaki, author and chief evangelist of Canva. Kawasaki will discuss “The Art of Enchantment,” focusing on how speech influences people’s hearts, minds and actions. He will further detail in his session how to achieve likability and trustworthiness and how to overcome resistance, a topic that all advisors can relate to when interacting with clients.
The new functionality of the Client Website includes an interactive Goals section where end-clients can easily add goals, track their progress towards funding those goals and visualize how they impact their long-term financial outlook. Allowing end-clients to input and update their financial goals enables advisors to adapt plans in real-time based on their clients’ priorities.