The Value of Giving Financial Professionals Their Choice of Technology
Home offices work hard at creating a successful environment for their financial professionals. Everything from the culture you create to… 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.
How Technology Elevates Financial Wellness Programs
For years people have used technology to perform basic money management tasks—like check account balances and pay bills. Introducing financial… Read More
5 Aspects of an Exceptional Client Experience
The client experience is at the core of successful, profitable financial planning services. It is key for retaining loyal clients… Read More
Why Financial Wellness Technology Needs Gamification
Stress over finances results in a host of negative impacts to overall well-being. Employers and financial professionals, through their access… Read More
AI and Big Data: Solidifying Client Trust in Game-Changing Technology
It’s been said that data is the new oil of the digital economy. It’s true that data flows through all… Read More
The Importance of Data Aggregation Tools in a Virtual Work Environment
The pandemic has propelled us into a virtual-first world, accelerating the need for firms to move to fully digitized operations. Read More
Building Trust with Investors Starts with Protecting Their Personal Data
If you’ve been living in the modern world for any amount of time, you’ve learned cybercriminals are waiting for us… Read More
9 Ways to Engage with Intent Blog Series
On average, only 20 percent of an advisor’s clients have a financial plan.1 There is an enormous opportunity to bring in… Read More
How Technology Supports the Emergence of Values-Based Financial Planning
“Are you familiar with the singularity?” Bill Bachrach asked during a recent interview with the eMoney team, referring to that… Read More
How Retirement Advisors Can Engage the Next Generation of Clients
It’s a challenge for retirement advisors to engage the next generation of clients. The law prohibits you from reaching out… Read More
eBook: Candid Conversations - Suddenly Single
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