Bridging the Gap Between Finance and Technology

The Gap Between Finance and Technology Podcast

The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring their investments and rebalancing their portfolios to weather the current economic storm. Clients now depend widely on technology to reassess their financial positions and goals. That…

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Creating a Better Client Experience With or Without the DOL Fiduciary Rule

Client Experience and DOL Fiduciary Rule Blog

Sometimes when you are waiting for a story to end you may start to imagine your own ending. With a years-in-the-making story like the Department of Labor’s (DOL) Fiduciary Rule (“DOL Rule”) we are still wondering how, when, and if the ending will truly unfold, now that there is a new DOL proposal in the…

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Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships

Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships. Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at…

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How to Manage Money in Your Marriage

Managing Money in Marriage Podcast

Consider these statistics on marriage and money. In a 2013 survey by National Center for Biotechnology Information, almost 36% of couples cited financial problems as the reason for their divorce, making money the fifth leading cause of divorce in the study1. The same year, in an Institute for Divorce Financial Analysts study, 22% of advisors…

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eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

eMoney Advisor has marked 20 years of transforming the financial advice industry through planning-led solutions. Founded at the end of the dot-com bubble in June 2000 in Radnor, Pa., eMoney was created to make advisors more efficient by leveraging the internet. Over the last two decades, the company expanded its client base to more than…

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Resolving to Set Financial Goals

Setting financial goals podcast

Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to do financially—they have to know what steps to take to achieve those goals. While we’re well past the start…

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Building Client Engagement with Client Portals Makes Financial Planning More Profitable

Client Portals for Client Engagement Blog

A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented properly, the client portal, or client site, is the investor’s single source of truth for all their finances. It gives them an interactive way to answer their own questions and engage with their plan. It’s not…

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