eMoney Summit - Partner Breakouts


Fidelity Clearing & Custody Solutions - Advisor as CEO: Putting Asset Managers and Technology Providers to Work for You
As advisors continue to focus on client relationships and financial planning, many are leveraging low cost and free solutions from asset managers and technology firms to help manage the money. This session will provide insights on...

  • Unique Fidelity research from nearly 20,000 portfolio construction engagements with financial advisors
  • Growth of model marketplaces embedded within core advisor desktop technology packages (risk tools, rebalancing tools, etc.)
  • Breadth of model portfolio offerings from asset managers
  • How to Identify opportunities to outsource money manage while maintaining a level of control and customization for clients
  • Fidelity Investment Ideas for advisors who want to continue as “CIO”

Fidelity Clearing & Custody Solutions - Examples of Excellence
This program outlines specific approaches to help advisors delight clients and prospects through the experiences they deliver. Topics include:

  • Best practice examples from inside/outside the industry
  • Client segmentation
  • Client communications
  • Creating impactful moments
  • Hosting meaningful events
  • Engaging centers of influence

Fidelity Clearing & Custody Solutions - Planning to Action: A Unified Approach
Advisors with a planning mindset understand the power of helping investors align their wealth management with their goals. But how do those plans integrate with the broader investment strategy? This dynamic panel session will examine how to build a holistic approach to providing consultative advice that ties directly to how you trade and manage assets, including:

  • Defining a unified engagement model
  • Tying investment plans to portfolios
  • Plan-driven trading and work flow efficiencies
  • Goal-aligned monitoring and reporting
  • The role of digital advice

Fidelity Charitable - Smart Philanthropy: 5 planning strategies every advisor should know
With today’s market and new tax laws in play, you have a significant opportunity to align your clients’ financial and philanthropic goals. This session will provide practical strategies to:

  • Maximize your clients’ giving with tax-smart assets
  • Implement strategies like bunching for clients impacted by the increased standard deduction
  • Identify opportunities for clients to accelerate giving in a high-income year
  • Align portfolio rebalancing with charitable giving
  • Engage the next generation through family giving conversations

United Capital - Enhanced Data Aggregation to Power Comprehensive Financial Planning
Building a client’s financial plan requires the accuracy, integrity, and security of the underlying data for the ideal result. Learn how financial planners aggregate client portfolio data from cash to fixed income to private holdings using modern data aggregation technology to provide their clients with a reconciled, 360 degree view of their assets.

Addepar - Ensuring Data Integrity for During Financial Planning
Building a client’s financial plan requires the accuracy, integrity, and security of the underlying data for the ideal result. Learn how financial planners aggregate client portfolio data from cash to fixed income to private holdings using modern technologies to provide clients strategic for planning their financial future.

BNY Mellon | Pershing - Increasing Advisor Productivity Through Digitization
We are seeing profound change in the wealth management industry, including the changing demographics and expectations in both advisors and the clients they serve. In this session, we will explore key practice management and digitization trends that are improving the way advisors automate their practices and better serve their clients.

BlackRock - BlackRock’s Retirement Income Framework and iRetire
Join Ross Znavor, Managing Director, Head of Commercialization from BlackRock’s Aladdin Wealth Tech business to hear a session about the Retirement Income Framework and technology powering iRetire. Additionally, this session will cover positioning points around financial planning, models / advisory, and the importance of having action oriented conversations with clients around their #1 goal, retirement and retirement income.

Carson Group - How Marketing & The Client Experience Are Growing Advisory Firms Today
When you think of the best brands in the world today who are consistently gaining new market share and delighting their clients/customers, they all have one thing in common: they’ve nailed the digital client experience. They use it not only to draw in new business but also to continuously raise the engagement and loyalty of their existing clients. In this session, join Jud Mackrill, Carson’s CMO, and Andrew Rogers, Advisor Solutions Director, as they lay out how to build an A to Z digital experience and process that draws in clients while simultaneously gives advisors the information and detail they need to craft an amazing plan and experience for their clients.

EPAM - Digitalization 2.0, What is next in Asset and Wealth Management?
The Industry is nearing the end of the digitalization hype-cycle, and many players are in the “through of disillusionment”. A good time to take a critical look back and see where the budgets where spent and whether the digital initiatives delivered the ROI that they promised.
We believe that in the first wave, companies have mainly invested in channel and experience creation whilst the underlying capabilities and value chain remained largely untouched. At the same time we believe that the actual benefits will come with the second wave, that will deemphasize pure channel and window-dressing projects but concentrate on streamlining the underlying value chain, creating new differentiating capabilities that will enable innovative new product and service offerings. We will try to give concrete answers to the “What´s next” question and show 4 examples of digital investments that we believe will deliver benefits to both the Industry and the clients.

  • Emotionalized quantitative Investment Management
  • Hyper Personalization
  • Industrializing the Advisory Value Chain
  • Alternative Investments, Asset Tokenization and Crypto-Asset Management

Jackson National - Purpose Meets Planning
Not all financial plans are created equal. It’s easy to conflate a high probability of success with a positive client experience. To deliver success in terms investors can understand, advisors must go beyond a singular focus on Monte Carlo trials by addressing goals AND concerns of clients. This presentation shows how adding guaranteed income to a financial plan can potentially create more predictable outcomes and deliver a more referable client experience.

Lifeyield - Help Clients Make and Keep More with the Taxficient Score®
Is your practice tax-smart and risk-smart? LifeYield is the first and only firm to create the Taxficient Score® -- a 0-100 scoring system that shows clients and prospects: the tax-efficiency of their household portfolio regardless of where it's held; how to improve the score; and, quantifies the improved results in dollars and cents. Learn how LifeYield is working with eMoney to help advisors increase their clients tax-efficiency. Plus, hear how top producers are growing their practice by showing clients and prospects the significant potential for tax reduction while differentiating their practice and increasing asset consolidation.

Morningstar - Better Together- Morningstar and eMoney
For 35 years, Morningstar has been dedicated to supporting financial advisors in reaching client goals. In this presentation, Blain Hefty, product manager for Morningstar Office, will walk through the various ways Morningstar and eMoney have integrated to make giving great advice a more seamless experience.

TD Ameritrade - Elevating the Client Experience
Client experience has become a new front in the battle for clients and new assets. In order to remain competitive, your firm needs to stand out. But how can you make that happen? An elevated client experience is your opportunity to make a lasting impression... and drive client loyalty. More than two-thirds of senior-level marketers say their companies compete mostly on the basis of client experience, according to a recent Gartner Customer Experience in Marketing Survey. As more and more businesses adopt this strategy for growth, how will you stand out?


Please email advisorsummit@emoneyadvisor.com with any questions.

Save the Date for the 2020 eMoney Summit October 18 - 21, 2020 in Washington, DC!