Learn how advisors will need to shift accordingly to deliver experiences that capture—not only share of wallet—but also the hearts and minds of their clients at the seventh annual eMoney Summit in Washington, D.C. from October 18 to 21.
The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed and signed into law on December 20, 2019. This new law aims to strengthen retirement security across the country, giving advisors a unique opportunity to engage with their clients on a major piece of legislation.
The decision to transition to a new technology platform isn’t one you make lightly. If you’re considering a free trial of eMoney Advisor, it’s important to understand how to get the most out of this experience so you can properly assess the platform and how it can support business growth.
Learn more about our planned API-based aggregation method that gives end-clients more control over how their connections and how their financial data is used.
Wouldn’t it be nice if summer lasted just a few extra days? Well, if you’re attending the eMoney summit, it can!