The Progress Report

eMoney Unveils Upcoming Enhancements to Strengthen the Advisor-Client Relationship

Retrieved on: 
Tuesday, January 23, 2024
Research, LAS, Client portal, The Progress Report, Booth, Progress Report, Communication, Conference, Motivation, Financial adviser

T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference. More details will formally be announced by eMoney product leaders during a breakout session at 3:15 p.m. PT on Wednesday, Jan. 24, in a presentation titled "The Power of Planning: How to leverage planning and technology to grow relationships and your business."

Key Points: 
  • The enhancements, which will be rolled out throughout 2024, will help strengthen the advisor-client relationship and empower more collaborative planning experiences.
  • T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference.
  • "At eMoney, we believe the client-advisor relationship is a dynamic, multifaceted relationship that requires multiple touchpoints and insights," said Chad Porche, senior vice president of product management at eMoney Advisor.
  • Research conducted last year by eMoney supports the notion that client portals enhance the advisor-client relationship.

Statement - Minister Guilbeault's statement following the Major Economies Forum on Energy and Climate

Retrieved on: 
Tuesday, March 14, 2023
Major Economies Forum on Energy and Climate Change, Government, The Progress Report, Energy, Forest, Progress Report, Climate change, Methane, Climate, Government of Canada Building (North York), Sale, International Energy Agency, Biodiversity, US, Renewable energy, Agriculture

"Since its creation in 2009, the Major Economies Forum on Energy and Climate has given the 25 partner states an important setting to coordinate and implement ambition on climate action.

Key Points: 
  • "Since its creation in 2009, the Major Economies Forum on Energy and Climate has given the 25 partner states an important setting to coordinate and implement ambition on climate action.
  • "Today's meeting focused on five important themes: decarbonizing energy; deforestation; methane and non-CO2 reduction; carbon management; and climate finance.
  • It also comes as Russia's illegal invasion of Ukraine continues to reverberate through the energy market, causing a doubling down of investment in renewable energy in Europe, as confirmed by the International Energy Agency.
  • "Canada is well-positioned to be a leader of this century's economic boom of clean energy and net-zero innovation.