Research
The Next Era in Financial Planning
Expert Insights on Key Trends Shaping the Future
Recent research from eMoney—built on interviews with 20+ experts across the industry, including practitioners, academics, tech founders, and wealth management executives—breaks down how technology, financial psychology, next generation talent, and more are redefining what’s possible in planning.
Explore the future of financial planning where technology makes planning more scalable and efficient—and more human—to help advisors create stronger relationships and provide more personalized advice to more people.
Download the report to get clear, actionable insights you can apply in your practice at your pace.
About eMoney
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
