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eMoney Advisor announces expanded leadership team
eMoney announced the appointment of three new members to the firm’s leadership team: Jess Liberi, head of product; Tessa Raum, head of people experience; and new hire Susan McKenna, who joined eMoney...
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eMoney Advisor partners with Rhode Island State Council on the Arts to...
eMoney Advisor announced a partnership with the Rhode Island State Council on the Arts (RISCA) that highlights the work of local artists in eMoney’s Providence office. The post eMoney Advisor partners...
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eMoney Advisor’s client services team wins 6 Stevie® Awards, including bronze...
eMoney Advisor won six awards during the 12th annual Stevie Awards for Sales and Customer Service banquet on Feb. 23 at Caesars Palace in Las Vegas. The post eMoney Advisor’s client services team wins...
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eMoney Advisor named “Best Overall Fintech Software” in annual FinTech...
eMoney Advisor has been selected as the winner of the “Best Overall Fintech Software.” award in Fintech Breakthrough's annual awards program. This is the second consecutive year eMoney has been...
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eMoney Advisor celebrates 50,000 users with surprise visit to ARGI Financial...
Employees of eMoney Advisor recently surprised the team at ARGI Financial Group at their home office in Louisville, KY to celebrate reaching 50,000 users. The post eMoney Advisor celebrates 50,000...
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eMoney launches Lead FeedSM, new tool that effortlessly connects advisors...
eMoney Advisor launched a new digital lead generation service that connects advisors with investors searching for financial advice - Lead FeedSM, which is is the latest addition to eMoney's suite of...
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eMoney Advisor welcomes new Advisory Board members in move to accelerate...
6 new members representing industry’s top firms join Advisory Board to contribute to eMoney’s growth narrative and future of FinTech The post eMoney Advisor welcomes new Advisory Board members in move...
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HD Vest Partners with eMoney Advisor, adding nearly 4,000 new users
Pictured above is Stephen Langlois, head of business development at eMoney Advisor; Bob Oros, CEO of HD Vest; and Ed O’Brien, CEO of eMoney Advisor. HD Vest Financial Services®, the pioneer of...
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eMoney Advisor Announces Agenda for 2018 Summit
Keynote speakers include Abby Johnson, Chairman and CEO of FMR LLC; bestselling authors Daniel Pink, Alison Levine; and various financial planning experts. The post eMoney Advisor Announces Agenda for...
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eMoney Advisor partners with 30 colleges across the nation to develop the...
Now in its third year, the revamped University Program aims to develop the next generation of financial advisors by providing college students who are pursuing a financial planning degree with training...
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Lincoln Investment to Offer eMoney Advisor as Part of its Technology Offering...
Lincoln Investment, one of the nation's fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a...
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eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led...
To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45...
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eMoney Advisor Announces 2019 Launch of Foundational Planning: A Scalable...
Foundational Planning, the newest planning solution available on the eMoney platform is designed to help advisors create plans for clients with less complex needs and scale planning across their...
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eMoney Advisor Launches Voice Assistant for Financial Advisors
Available to all eMoney clients, the Voice Assistant provides a seamless, efficient and hands-off way to search for client information and data. Advisors can navigate to areas of the platform that...
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Western International to Offer eMoney Advisor’s Financial Planning Platform...
Independent broker and advisor firm Western International Securities (WIS) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology...
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eMoney Advisor Announces Integration with BlackRock’s iRetire®
eMoney's new integration with BlackRock’s iRetire® retirement investment framework will seamlessly connect eMoney’s comprehensive planning platform to iRetire, featuring single sign-on access and a...
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eMoney launches Lead FeedSM, new tool that effortlessly connects advisors...
eMoney Advisor launched a new digital lead generation service that connects advisors with investors searching for financial advice - Lead FeedSM, which is is the latest addition to eMoney's suite of...
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Independent Financial Partners to offer its advisor network eMoney Advisor’s...
Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other...
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eMoney Advisor launches Foundational Planning, a new scalable planning...
eMoney launched Foundational Planning, the newest planning solution available on the eMoney platform. Foundational Planning is designed to help advisors introduce planning to clients and scale planning...
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eMoney Advisor Celebrates Financial Literacy Month with Volunteer Initiatives...
eMoney, a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia...
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