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Are You Overspending on Business Tech?
According to the 2015 InvestmentNews Technology survey, advisory firms spent 22.4% more on tech in 2014 than they did in 2013. And over 90% of respondents said they planned to continue to either spend...
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New Fiduciary Definition Demands Practical Suggestions
The wait is over. The OMB has released the Department of Labor’s(DOL) new fiduciary definition along with the promised exemptions. Without question, this new rule will affect every financial...
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Experience Matters: A Live Webinar with eMoney
What sets you apart is no longer the products you suggest or the returns you achieve or even the services you provide, but rather the experience you offer. But just what exactly is the client...
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Holding Sectors Updated
Today we released an update to the Holding Sector list to match Morningstar Sectors one-for-one! Existing holdings and overrides have been remapped to the new sectors and all new holdings will display...
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Introducing Document Suggestions
Have you ever wished the list of suggested documents in the Vault could be easily customized for each client? After all, you know what documents are important to your clients and to your planning...
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Overcoming Client Objections to a Personal Website
As an advisor rolling out eMoney's wealth management technology to clients, you’re bound to come across a few clients who are less-than excited to deviate from their traditional methods of keeping up...
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Breathe Life into Your Marketing Efforts with Video
The hard part is developing a video strategy that works for your business. In this post, you’ll find a few pointers to get you started, and testimonials from advisors who’ve found success. The post...
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Maximize Your Mobile Experience (Live Webinar)
Join eMoney and special guest speaker Ryan Russell for a live webinar on Wednesday, June 8 at 3:00 pm ET to learn why your website and client site must be mobile-friendly. And why having a strong...
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Weekly Training WebEx: Catering Planning to the Average Joe
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. This week, we cover common techniques for...
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5 Tech-Driven Clients and How to Serve Them
How are you applying your knowledge to the technology you offer? Did you know that different client-facing digital experiences help to serve different client personalities? Take, for example, a...
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10 Ways to Put Your Mobile-Using Clients’ Needs First
If you haven’t optimized your website for mobile use, now is the time to embrace the mobile movement and give your clients an experience they’ll want to come back for again and again. To get you...
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8 Ways to Show Clients the DOL Ruling Doesn’t Scare You
While the full effects of the DOL Fiduciary changes will not be clear for months to come, the good news is, there are things you can do now to get ahead of the game and demonstrate to your clients that...
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The Video Test: How Visual Content Improved Our Email Metrics
Does visual content actually affect audience behavior? We tested two versions of the same email to see whether or not our email metrics would improve by adding images and video. Check out the results....
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3 Formidable Factors Influencing the Financial Experience
Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the table. Business leaders who are in-tune with the influences shaping their industry are in...
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3 Ways Monte Carlo Projections Help Client Relationships
Although the underlying math is complex, the theory behind Monte Carlo is simple. And thanks to the wonders of modern technology, these projections can now be run in seconds and applied to almost any...
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Self-Registration is Coming Soon
Your clients’ impression of your business and your services begins long before their first client website logon. So when setting them up with your own PFM experience for the first time, it’s important...
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Maximize Your Mobile Experience (Webinar Replay)
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor's business. And we reveal what it takes to...
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Money Market Funds and Fiduciary Oversight
While those advisors that have avoided a “fiduciary” title will adapt to the new normal, one item that may catch them off guard: the SEC changes that impact Money Market Funds (“MMF”), which go into...
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Investment Analysis Page Toggle Added
Your feedback is important to us. We always love hearing product suggestions from our users, but we also want to hear your feedback on existing features of the system, so we can provide you and your...
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Answer Your Clients’ Tough Questions with Monte Carlo (Webinar Replay)
Check out a replay of our live webinar, Answer Your Clients Tough Questions with Monte Carlo. Hosted by our Senior Financial Planning Analyst, we provide a conceptual understanding of the Monte Carlo...
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