March 24, 2013
Giving Advisers A Stage To Show Off
By Davis D. Janowski
For that rare adviser totally unfamiliar with it, the Advisor platform combines many tools — such as a client portal that can provide initial prospect and client questionnaires, account aggregation, a secure document repository, a report generator and financial planning components.
February 10, 2013
Remember Why You're In Business
By Edmond Walters
Rebuild your practice so everything revolves around satisfying the needs of your clients. There was a time when a financial adviser could build a practice around price and product, but that time was in the last century.
January 28, 2013
Organize Team Meetings for Your Clients
By Edmond Walters
The Day 27 tip is to have a 30-minute team meeting to get your staff all on the same page. Ed Walters, CEO of eMoney Advisor says to take this practice to your clients team of trusted advisors.
January 27, 2013
eMoney Advisor And Brinker Capital Sponsor Philadelphia Wings
Lacrosse Match And Auction To Benefit Wounded Veterans
The Philadelphia Wings hosted the Calgary Roughnecks at Wells Fargo Center in Philadelphia on Sunday, January 27, 2013 at 4 p.m. Commemorative camouflage jerseys provided by eMoney and Brinker Capital were worn by the players during the game and auctioned off after the game to raise money for the Wounded Warrior Project, a non-profit organization that seeks to empower and honor injured veterans.
July 9, 2012
5 Tips for Refocusing on Financial Goals: Automate Your System
By Nancy Mann Jackson
Himmler recommends eMoney, "An automated measurement and management system that focuses on goals takes out the heavy lifting," says Ken Himmler, CEO of Integrated Asset Management in Los Angeles. "We live in a technology age today, yet some people are still manually inputting data into spreadsheets and into programs like Quicken, in order to provide the measurement and management -- when in fact, there are automated solutions out there that can do the job."
April 2, 2012
"Upping Their Game" By Joel P. Bruckenstein
The Conshohocken, Pa.-based eMoney Advisor LLC, which develops and distributes Web-based wealth planning tools, recently announced the launch of their latest versions: eMoney 360 and eMoney 360 Pro. Both versions offer an aggregated, comprehensive view of a client’s portfolio, as well as tools that enable advisors to better serve their clients.
March 20, 2012
eMoney and Brinker Capital partner in support of the Wounded
On Saturday, January 21, 2012, the Philadelphia Wings hosted the Washington Stealth in an American Heroes celebration of professional lacrosse. Brinker Capital and eMoney provided the Wings with commemorative camouflage jerseys that were auctioned after the game. The auction proceeds benefited the Wounded Warrior Project, a non-profit organization that seeks to honor and empower injured veterans.
Watch Edmond speak about organizing team meetings for your clients
Watch Edmond speak about SportsMoney: managing millions