Emily Koochel, head of financial wellness programs at eMoney Advisor, presents research during the 2023 eMoney Summit. New research from eMoney Advisor suggests that when it comes to chasing down ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. One of the clearest indicators of how well a business is ...

Research has revealed that clients’ motivation to act is strongest at the start of the new tax year, with 34 per cent planning to open or top up an Isa.

Goal-setting increases therapeutic engagement, reinforces collaboration, and creates some structure for therapy. Initial therapy goals do not need to be specific; usually, broad goals are enough to ...

In the journey toward achievement, motivation may come and go, but willpower remains a constant driving force. It is the resilience to navigate through difficulties, make sacrifices, and adhere to a ...