Upcoming CE Webinar: Understanding the New CFP Board Standard of Conduct on Technology

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Learn about an advisor’s role in meeting the new CFP Board Standard of Conduct when selecting,…

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Using Account Aggregation in Financial Planning to Grow Your Firm

Financial Account Aggregation for Growth

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. Demand for account aggregation is driven by our…

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