eMoneyAdvisor LLC

10/15/2026

Is your firm juggling multiple financial planning platforms? That fragmented approach creates data silos and inconsistent client information—making it hard to get a clear picture of your clients and business. This lack of a single source of truth can impact your firm's AI readiness, complicate day-to-day operations, undermine your ability to make informed strategic decisions, and open the door to missed opportunities for business growth.

Learn how consolidating to a single financial planning platform can help your firm get a single source of truth in our latest blog. Link in the comments section.

10/15/2026

October 16 is the last day to register for !

Join us October 19-21 for three days of insights, innovation, and inspiration as we explore how to create more connected planning experiences.

Attendees can earn CE credits, hear from industry experts, participate in personalized 1:1 coaching, and preview what new planning capabilities we’re building in our product roadmap.

Don't miss your chance to join the conversations shaping what's next in financial planning.

10/14/2026

October is Financial Planning Month, making it the perfect time to take advantage of learning opportunities to accelerate your planning expertise.

View this on-demand webinar to learn how CoPlanner and Foundational Planning can help you create plans faster, confidently evaluate multiple planning strategies, and spend more time engaging with clients 👉 https://bit.ly/3VD5dDw

10/14/2026

We had an amazing time at the Carson Group Excell! Thank you to everyone who joined us for the "Map Your Client's Financial Journey" activity and the conversations about guiding clients through every stage of their financial lives.

Check out a few conference highlights.

10/14/2026

A big thank you to our eMoney Summit 26 sponsors.

We're proud to partner with organizations that are helping bring insightful conversations and industry expertise to this year's event.

Swipe through to meet our sponsors 😊

Fidelity Investments | Allianz | Luminary | Zocks | Wealth.com

10/13/2026

Thank you to everyone who visited the eMoney booth at the XYPN 2026 conference. We appreciated the opportunity to connect with so many passionate professionals through product demonstrations and planning discussions.

👇🏼Here are some highlights from the event.

10/13/2026

Meet the speakers taking the stage at .

This year's speakers and panelists include industry leaders, innovative thinkers, and experienced practitioners who are eager to share insights, strategies, and real-world perspectives to help you power what’s possible for your business and clients.

👇🏼 Swipe to explore this year's speaker lineup.

10/13/2026

Great product experiences start with a vision. Bringing them to life takes talented people working toward it together.

Meet Frank Palazzo and see how he helped bring Premium Client Portal from roadmap to reality, creating new possibilities for financial professionals and their clients.

10/12/2026

In the news: Think Advisor covered the launch of Financial Assessment, a new digital experience that helps advisors engage prospects earlier with personalized financial insights and a seamless path to deeper planning conversations.

Read more: https://bit.ly/3WigN76

Advisors can show value to prospects early with Financial Assessment, the firm says.

10/12/2026

Many advisors reach a point where they realize they can't continue growing alone.

But building a team isn't simply about making the next hire. Sustainable growth comes from creating clear roles, empowering others to make decisions, and building communication systems that help the entire team succeed.

In Part 2 of our Accidental CEO series, executive coach Melanie McConville, RCC™, explores the leadership shift advisors must make to build high-performing teams and scalable practices.