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Edmond Walters
Founder and CEO
eMoney Advisor, LLC |
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Fellow Advisors and Planners -
Welcome to the Fall 2006 Edition of eMoney’s AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
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What is Two Factor Authentication?
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The Broker/Dealer Exemption Rule |
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Have you noticed your financial institutions are changing the way you access your accounts?
Authentication is a way of determining that the person who's on the other side of the Internet has legitimate access to the info that they're requesting.
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Consumer protection regulations are like any good long-term investment. The Securities and Exchange Commission rule 202(a) (11)-1, known as the "broker-dealer exemption rule," was designed to protect the best interests of investors.
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Estate Tax Revised — by
Matt Schulte, CLU, ChFC, CFP® |
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Enhancements, Coming Soon — by Susan Black, MBA
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Senate Majority Leader Bill Frist has again taken a leadership role in attempting to make deep cuts in the Estate Tax. While this latest attempt fell short, supporters of the cuts made it clear that they will be back to try again after Congress resumes work in September. |
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eMoney Advisor prides itself for being a company built by advisors for advisors. We aim to incorporate feedback in every release. We are very excited to be including the following new features in the AdvisorPlatform V4.6 planned for the beginning of the first quarter of 2007. |
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Miningham and Oellerich Inc. (M&O)
and eMoney Advisor Team Up |
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Case Study — David Burch,
Peachtree Planning Group |
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eMoney Advisor announced that it is teaming up with Miningham and Oellerich Inc., (M&O), a web-enabled technology solutions vendor, to deliver additional value to both of their respective customer bases. |
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David Burch, top fifteen advisor for Peachtree Planning Corporation decided to move to Sea Island, Georgia earlier this year. David viewed Sea Island as the ideal spot to grow a high-end financial and estate planning business.
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