#T32015 @eMoneyAdvisor thank you for the right vision. It's about time advisors can mix and match their software applications of choice.
— Deborah Fox (@DeborahSFox) February 13, 2015
emX update killed it. Awesome. @eMoneyAdvisor #GameChanger #emXSelect #tippingpoint #creativedestruction pic.twitter.com/s7qJ1wv1ft
— Thom K. Hall, CFP (@ThomKhall) February 13, 2015
But eMoney has intentions to see emX Select become much more than a platform for financial services, and has reached out to Microsoft Corp.'s Xbox and other companies for input.
Advisers working with clients' money will only be able to see finances at this point, but the company hopes to incorporate client data on insurance and health records as well.
“Advisers right now have a huge disadvantage having so many tools,” Mr. Walters said. “Those technologies have to work for advisers, not advisers working for technology.”
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.