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Heart of Advice

Insights and best practices for successful financial planning engagement
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African American couple Meets with white financial advisor

Cultural Humility in Financial Planning

Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More

Couple enjoying retirement

Financial Planning for the Retirement Transition

Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… Read More

Financial advisor introducing herself to an employer

Marketing Your Financial Wellness Expertise to Employers

During a recent conversation with a friend who is a corporate financial wellness strategist, we got to talking about how… Read More

Financial Planning Research papers

Financial Planning Research Roundup: October 2022

In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… Read More

Female financial advisor contemplating independence

Top Tips for Deciding Whether to Go Independent as a Financial Advisor

The pandemic led many to rethink where, how, and why they work—including financial professionals. If you’re among them and thinking… Read More

Employer reviews employee financial wellness data

Measuring the Success of Employee Financial Wellness Efforts

Before success can be measured, you need to determine what you are trying to achieve. This is true of anything—including… Read More

Monte Carlo projections for retirement conversation

Monte Carlo Simulations for Retirement: Sparking Conversations that Matter

When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More

What Advisors Need to Know About Sustainable Investing

In 2020, my firm made the decision to go all in on sustainable investing. Sitting in my home office that… Read More

Lighthouse Fidelity Charitable

5 Smart Charitable Giving Strategies in Uncertain Times

Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More

Nudging Financial Planning Clients in the Right Direction

You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.