How Client Portals Make Financial Planning More Profitable
A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented… Read More
Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
The RIA Tech Stack: What You Need to Deliver an Exceptional Client Experience
Navigating the ever-evolving landscape of technology can be a daunting task for financial advisors. A recent study highlighted that 75… Read More
Proven Process for Building Holistic Financial Plans in eMoney—Webinar Follow Up
I recently had the pleasure of hosting a webinar with Greg Furer CFP®,CRPC®, CEO and Founder of Beratung Advisors. In… Read More
The Role of Artificial Intelligence in Financial Planning
Artificial intelligence (AI) has garnered outsized attention as of late with the launch of ChatGPT and other generative AI platforms. Read More
Research Reveals Tools and Tactics That Drive Personalization in Financial Planning
Last year eMoney conducted research to learn more about where advisors and their clients stood on how they define financial… Read More
Account Aggregation: A Complete Guide for Financial Advisors
As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More
How Top Advisors Are Combining Financial Psychology and Technology
For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More
From Prospect to Plan: The Role of APIs in Expanding Financial Planning
For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated content and expand… Read More
How Insurers Are Embracing the Future with Upgraded Tech Stacks
When it comes to technology trends in the insurance industry, the customer experience reigns supreme. That’s the message from a… Read More
Cybersecurity for Financial Advisors: Protecting Your Firm from Supply Chain Cyberattacks
The financial services industry is a prime target for cybercriminals. Though there are many different types of cyberattacks that could… Read More
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