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Breaking Down the Features (Training Webinar)
In Client Site: Features Breakdown, we took a deep dive into each available feature of our client portal to help you utilize them to their maximum potential. These features include: Home page overview...
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Understanding the Differences between Classic and Advisor Analytics Pro
Analytics Benchmarking or Trending? You decide! Fill out this survey to weigh in on what means more to you: Benchmarking or Trending. We’ll take feedback from the first 50 participants! Since the...
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eMoney Tip of the Week: Navigating DOL Updates using eMoney
The fate of the DOL Fiduciary Rule remains unknown due to recent discussions. Aside from the DOL outcome, advisors will continue to have increased regulation over how they are serving their clientele....
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NEW Fiduciary Coverage Chart Coming Soon
Despite the uncertainty surrounding the DOL rule, more clients than ever before understand the importance of fiduciary responsibility and are looking for advisors who have the tools they need to ensure...
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The Triple Threat Of Tax Returns, Tech And Financial Planning
For most of us, tax time means one thing – filing our returns accurately by that dreaded April deadline. However, tax season should also be viewed as an opportunity to review and update your financial...
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Plan It Forward at the 2017 eMoney Summit: Early Bird Discount Extended
Plan It Forward is a fresh approach to financial planning. It’s a new philosophy we’re exploring at the 2017 eMoney Summit, anchored by the profound concept that the financial plans you build for...
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The Power of Planning: Financial Literacy for the Next Gen
April has been declared Financial Literacy Month across the nation, so we thought it was a great time to share some educational content created by our Financial Planning team. Led by a group of...
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Financial Planning 101: 8 Tips to Create a Plan
Before you create a financial plan, you need to define your goals and understand what you are trying to achieve. No matter the size or scope of your goals, your quest to accomplish them should be...
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The Perfect Score: Understanding Credit
What? Life is expensive. Whether it’s taking out a loan to pay for school, asking for money to fix your car or borrowing money to buy your first home, at some point down the road you’re going to have...
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Education Costs: How to Pay for College and Pay Back Your Loans
You’ve probably already heard the statistics. The average all-in cost of college (tuition, room and board, fees, books and personal expenses) at an in-state public university is $24,610 per year. If...
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Preparing for Retirement Requires Thought to Future Healthcare Costs
As Congress and the new administration look to overhaul the Affordable Care Act, healthcare has been a hot topic in the news. And rightly so, as the outcome is likely to have an impact on most of us....
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Simple (Yet Often Ignored) Techniques to Beef Up Your Online Security
Today, it isn't uncommon to turn on the news and hear about a significant cyberattack. Know how to keep your private data safe using these simple security measures. The post Simple (Yet Often Ignored)...
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Combining Tech and Personal Experience to Educate Children in Financial Literacy
While it's nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to...
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eMoney Tip of the Week: The Portfolio Analysis Tool
The Portfolio Analysis tool in eMoney allows you to compare any of a client’s current assets against the Efficient Frontier line. This line indicates the ideal amount of risk that should be taken on...
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eMoney Tip of the Week: Presenting the Life Insurance Gap Analysis Report
Protection planning is an important concern for many clients – if something happens to me will my spouse be taken care of? Will we still have assets to pass on to our loved ones? Answering these...
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Connection Update: New Addepar Direct Feed Now Available
With our latest Direct Feed, built to connect eMoney customers to Addepar, advisors will save time, increase the efficiency of their office, and build a complete picture for their financial plans. Now...
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Advisor Site 2FA: Enrollment Update Released
Enrollment into 2-Factor Authentication (2FA) is now required for the Advisor Site and Client Site. Advisors, their support staff and clients currently opting out of 2FA will be prompted to enroll the...
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Building a Fiduciary Framework with eMoney
eMoney’s overall strategy is to enable advisors to always act in the best interest of their clients, relying on holistic planning, strong relationships and transparency. As such, it seems like a good...
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The Art of the #Hashtag
For advisors, using and following hashtags can be a great way to track industry trends, engage with clients and prospects, and join in on conversations to offer expertise. But it doesn't end there -...
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The Advisor’s Smart Office of the Future
Smart devices are everywhere. Chances are, you’re reading this article from one right now. This technology makes our lives easier, more convenient, more efficient, and in truth -- more enjoyable. They...
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