Estate planning decisions can have lasting implications for families and future generations. Watch our on-demand CE webinar, Estate Planning That Delivers, to explore how planning technology and scenario modeling can help clients understand the impact of estate planning decisions and foster more informed conversations 👉 bit.ly/4jZWWUb #estateplanning #financialplanning

What changes when financial planning becomes something advisors do with clients rather than for them? eMoney research identifies four collaborative activities that can help clients better understand their choices, evaluate tradeoffs, and participate more actively in shaping their financial plans. Explore how advisors can put collaborative financial planning into practice 👉 bit.ly/4yAtc3M #financialplanning #wealthmanagement

Technology can make financial planning more accessible, organized, transparent, and collaborative—but technology alone doesn't create trust. The real opportunity is using digital tools to help clients better understand their choices, participate in the planning process, and stay connected between meetings, while keeping human judgment and empathy at the center. Explore how technology can help strengthen the advisor-client relationship 👉 bit.ly/4yDt57z #financialplanning #wealthmanagement

What does the future of financial planning hold? At the eMoney Summit 2026, industry leaders discussed how technology, planning, and human connection are reshaping the advisor-client relationship. A key takeaway was that as technology evolves, trust and meaningful relationships remain central for effective financial advice. Check out the highlights from our panelists. Which quote resonates to you? #eMoneySummit26 #financialplanning #financialplanningtools

Are you heading to Schwab IMPACT? Join eMoney for an evening of drinks, darts, networking, and friendly competition. We're hosting a small gathering at Flight Club Boston, where attendees can connect with fellow financial professionals over drinks, bites, and social darts. Whether you want to continue discussions at the conference or expand your network, we would love to see you there! Space is limited. Reserve your spot today 👉 bit.ly/4ySbuKl #fintech #financialplanning #financialplanningsolution

Reimagining what's possible in financial planning begins with powering what's possible. At the eMoney Summit 26, Chad Porche, Senior Vice President of Product Management, discussed how eMoney is delivering always-on planning through new features and capabilities that drive connected data, intelligent insights, and personalized planning experiences. Learn more about #eMoneySummit26 👉 bit.ly/4yzkvXM #fintech #financialplanning #productupdate

If you're attending the eMoney Summit this week, don't miss our keynote sessions featuring Neil Pasricha and Zack Kass. These two thought leaders will provide valuable insights on building stronger relationships, resilience, and trust, as well as exploring the technologies and decisions that are shaping the future in a rapidly changing world. #eMoneySummit26 #fintech #financialplanning

If you're attending the eMoney Summit this week, don't miss our keynote sessions featuring Neil Pasricha and Zack Kass. These two thought leaders will provide valuable insights on building stronger relationships, resilience, and trust, as well as exploring the technologies and decisions that are shaping the future in a rapidly changing world. #eMoneySummit26 #fintech #financialplanning

This morning, Susan McKenna, CEO of eMoney, warmly welcomed more than 1,400 attendees to the 2026 eMoney Summit. Here are a few highlights. #eMoneySummit26 #fintech #financialplanning

The best part of Summit is hearing about the ideas, insights, and experiences attendees take away from each session. As you join us for eMoney Summit 26, we invite you to share your biggest takeaways, favorite moments, and key learnings on social. Whether it's a powerful quote, a new perspective, or an idea you're excited to bring back to your business, we'd love to hear what resonates. Be sure to tag eMoney and use #eMoneySummit26. We look forward to following along and sharing attendee perspectives throughout the event. #eMoneySummit26

How do you power what's possible? At eMoney Summit 2026, we asked three eMoney power users who participated in our mainstage panel discussion the same question. 👇🏼Swipe through to hear their perspectives. #eMoneySummit26 #financialplanning

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 👉 bit.ly/4yGCdJA #fintech #financialplanning

October 16 is the last day to register for #eMoneySummit26! 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. Register now 👉 bit.ly/47ccsop #eMoneySummit26

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 👉 bit.ly/4yK94NM #CoPlanner #fintech #financialplanning

In the news: @ThinkAdvisor 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: bit.ly/3WigN76 #fintech #financialplanning #financialplanningtools

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. Read the article: bit.ly/4hOyCBR #financialplanning

The countdown to the #eMoneySummit26 has begun! Get ready for three days dedicated to exploring new possibilities in financial planning. Join us October 19–21 for innovative ideas, practical strategies, and product updates designed to enhance connected planning experiences. Attendees can earn continuing education (CE) credits, gain insights from industry experts, participate in personalized one-on-one consultations with eMoney specialists, and network with fellow professionals committed to helping clients achieve their goals. Don't miss your chance to join the conversations that are powering what’s possible. Reserve your spot today 👉 bit.ly/47ccsop #eMoneySummit26 #fintech #financialplanning

Feeling pressure to scale advisor value without sacrificing the client experience? Leading enterprise firms are addressing this challenge by integrating technology with human-centered planning on a unified platform. This approach reduces operational complexity, streamlines client journeys, and supports sustainable growth. Download the eBook to explore research-backed strategies shaping the future of enterprise planning 👉 bit.ly/4rZf2aW #enterprise #fintech #financialplanning

Scaling a practice shouldn't mean sacrificing the client experience. See how client portals and repeatable processes can help advisors deliver greater consistency, accessibility, and engagement as their firms grow 👉 bit.ly/4jf8UsL #clientportal #financialplanning #fintech

Growth is good for an advisory firm. But as their practice grows, maintaining a personalized client experience can get harder. The answer isn't necessarily doing more for every client. It’s being more intentional about the moments that matter. With the right combination of technology, workflows, and human connection, advisors can create capacity while still delivering an experience that feels personal, responsive, and relevant. Read our latest LinkedIn article to explore how financial advisors can scale their practice without scaling down the client experience 👉 bit.ly/4j88vse #financialplanning #fintech