The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority of the U.S. population by 20451, according to U.S. census projections, they remain woefully underrepresented in financial advice. Only 3.7 percent of CFP® professionals are Black or Latino.1 Women are also underrepresented, with only 23 percent…
Continuing education (CE) and technology training are an essential part of every eMoney Summit, and this year is no different. So we extended Early Bird pricing through August so you can check out our newly released CE sessions.
Join us at the industry’s premier conference for planning-led advisors and hear from a dynamic group of keynote speakers whose stories, knowledge, and insights inspire us in our own professional and personal ventures.
The 2020 eMoney Summit virtual experience has opened up new opportunities. We’re enhancing your digital experience to keep you engaged throughout our breakout sessions, panel discussions and main-stage presentations.
Your safety is our top priority. After much consideration, we have decided to transition the 2020 eMoney Summit to an immersive digital experience. But don’t worry! Just because we won’t be in D.C. doesn’t mean we can’t still sweep you off your feet (from the safety of your home). While we can’t meet in person…
Teams of financial advisors and eMoney product developers collaborated on product solutions, producing prototypes to test during Summit.
eMoney Advisor today announced the launch of eMoney Access, an API solution that provides access to planning, client fact data, document storage and other features found within the eMoney platform.
eMoney Advisor today kicked off Day 1 of the 2019 eMoney Summit, the industry’s premier event for planning-led financial advisory professionals, at the Fairmont Hotel in Austin, Texas.