eMoneyAdvisor LLC

Some team members recently volunteered with the Boston Food Forest Coalition , harvesting and managing apple mint to help create space for new fruits, vegetables, flowers, and herbs while supporting local food access.

At eMoney, employees receive 16 hours of Volunteer Time Off (VTO) each year to give back to causes they care about and make a positive impact in their communities.

💡New: Client Portal Dashboard
Visibility Meets Control
Gain insight into client onboarding and adoption so you can save time and drive Client Portal usage.

Financial planning is changing, and so is the discussion about intelligent technology.

In our latest eBook, we discuss how planners can effectively assess intelligent technology. We also explore how tools like CoPlanner enable planners and advisors to develop strategies quickly while maintaining total control over their recommendations. Link in the comments section.

By 2030, it is estimated that 7 million LGBTQ+ adults in the U.S. will be 65 or older, highlighting the growing importance of inclusive retirement planning.

This Pride Month, explore how understanding each client’s unique goals, challenges, and vision for the future can help advisors better support LGBTQ+ clients through every stage of life.

Read insights from Laura J. LaTourette, CFP®, in the link below.

Today, we celebrate Juneteenth and reflect on the importance of freedom, history, and community.

Regular business hours will resume on Monday, June 22.

Get a first look at the sessions designed to deliver a fresh look at our product roadmap, best practices from top advisors, and industry insights from subject matter experts, to help strengthen your financial planning experience.

Whether you’re already registered or still considering attending, now is the perfect time to explore what’s in store and customize your Summit experience.

Join us before early bird pricing ends on June 26. Link in the comments section.

A plan alone won't keep clients on track—they need motivation and support, too.

On our blog, Antonette Roig, Head of Financial Planning Strategies & Solutions for New York Life Insurance Company and Eagle Strategies, LLC New York Life, explains how technology is helping create space for more human connections and driving better client outcomes. Link in the comments section.

Feeling overwhelmed by complexity in your financial planning practice?

Simplifying your processes is the key to unlocking scalable growth and delivering a better, more personalized client experience.

Embrace structure to overcome chaos and achieve lasting success.

Read how in our blog. Link in the comments section.