December 2016

The DOL Rule in a Post-election World

Kevin Knull, CFP®, President of PIEtech, and Author of Exploring Advice, recently hosted a Best Interest DOL webinar featuring contributing authors Mary Beth Franklin from InvestmentNews and Tricia Rothschild from Morningstar.

The webinar provided compelling insight on the importance of understanding a client's full financial picture, industry trends, the DOL rules in a post-election environment and how financial professionals can use the Best Interest standard to their advantage.

Click here to listen to the recording and learn why acting in your client's best interest will remain critical in 2017 and beyond.

Want more information? Contact

New Features in myMoneyGuide®

On Monday, December 5th, we launched a new version of myMoneyGuide®. In this latest release of myMoneyGuide®, we added new features to help better serve you and your clients.
  • Availability of guest data: Contact information and data entered into a myMoneyGuide® is now immediately available to advisors through their MoneyGuidePro® license.
  • Request for advisor review: The Next Steps page has been simplified so the only decision the participant has to decide is whether or not he/she would like a plan review.
  • Notification of guest request for contact: All requests are visible on the advisor dashboard.
  • Easier to use Lab videos: We’ve replaced the full length video with a series of shorter videos to better sync with the guest's pace.
  • On demand Labs: Labs are now available 24/7 for your guests’ convenience.
If you are a current myMoneyGuide® user, please update any reference to “privacy of consumer information” so that your guests understand that you will have access to their plan information as they enter it into myMoneyGuide®.
Have questions? Contact

MoneyGuidePro® in the News

Tech Survey Results: Which adviser tech delivers the best ROI?
Financial Planning | Dec 8, 2016

Savant Capital Management Featured in New Book about Financial Planning in a Post-DOL Environment
Chicago Tribune | Dec 1, 2016

Voices: The tech game is changing, so are the players
Financial Planning | Dec 1, 2016

Senator Tells DOL to Stop Implementing Fiduciary Rule as It Will be "Undone"
ThinkAdvisor | Nov 30, 2016

Future ready: Seismic moves for digital wealth management
Financial Planning | Nov 30, 2016

6 Parts of a DOL-Friendly Financial Plan

ThinkAdvisor | Nov 29, 2016

Is RightCapital the right fit?
Financial Planning | Nov 28, 2016

Voices: Make clients feel like it's their financial plan, not yours

Financial Planning | Nov 22, 2016


Featured Tech Event

Join industry leaders from Mobile Assistant, Redtail CRM and MoneyGuidePro to learn how all three tech tools can help your business!

Register: Dec 14, 2016 at 4:00 PM ET

Schedule a Private Training

Looking for a hands-on, interactive workshop designed to increase your knowledge and make you a proficient MoneyGuidePro® user? Contact the Training team today to schedule your very own private training session!
800-743-6938 x145


Upcoming Conferences

Join us at one of these events!

Forum 400 2017 Annual Meeting 2017
Jan 21-24, 2017 in Scottsdale, AZ

FSI OneVoice 2017
Jan 23-25, 2017 in San Francisco, CA

TD National LINC 2017
Feb 1-4, 2017 in San Diego, CA

T3 Advisor Conference 2017
Feb 14-17, 2017 in Garden Grove, CA

BISA Annual Conference 2017
Mar 7-10, 2017 in Hollywood, FL

Tiburon CEO Summit XXXII Spring 2017
Apr 3-5, 2017 in New York, NY

Morningstar Investment Conference 2017
Apr 26-28, 2017 in Chicago, IL


MoneyGuidePro® Webinars

For your convenience, our webinars are available on a variety of dates and times. Register to join us on a day that works best for your schedule!

Introduction to Plan Creation
Dec 19, 2016 at 11:00 AM ET

Introduction to Plan Delivery
Dec 15, 2016 at 11:00 AM ET
Dec 21, 2016 at 11:00 AM ET

Life Insurance Analysis & LTC
Dec 14, 2016 at 4:00 PM ET

Employer Stock Options
Dec 15, 2016 at 4:00 PM ET

Annuities in MoneyGuidePro®
Dec 20, 2016 at 11:00 AM ET

Comparing Pension Options
Dec 21, 2016 at 4:00 PM ET

Engaging Clients using Client Portal
Dec 29, 2016 at 4:00 PM ET

New User Onboarding
Dec 15, 2016 at 4:00 PM ET
Dec 21, 2016 at 11:00 AM ET
Dec 27, 2016 at 4:00 PM ET
Dec 30, 2016 at 11:00 AM ET