In addition, Savant Wealth adds head of advice to the CIO’s role; InspereX bolsters RIA and private market sales teams; and ...

Investment Advisor magazine selects Ed O'Brien, CEO of eMoney, as one of the 25 "Most Influential" people in the advisory industry for his leadership, achievements in financial technology, and ...

eMoney Advisor CEO Ed O’Brien has accepted a new position as head of technology at Fidelity Institutional, beginning in April. The news came out in a social media post Tuesday. WealthManagement.com ...

ORLANDO, Fla.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of wealth management solutions, recently introduced Foundational Planning, the newest planning solution available on the ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

A long-awaited integration between Schwab Advisor Services and the eMoney financial planning software is set to begin later this year. The announcement, made this week at the T3 advisor conference in ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of wealth management solutions, today launched Foundational Planning, the newest planning solution available on the eMoney ...

Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. On September 12, 2019, ...

Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. The terms of the deal were not disclosed. eMoney Advisor’s account aggregation, advisor portals ...

RADNOR, Pa., Sept. 28, 2021 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a strategic partnership ...

RADNOR, Pa., June 17, 2021 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced details for its annual ...

Fidelity-owned financial planning vendor eMoney Advisor is kicking off 2020 with significant changes to its strategy and leadership. EMoney is moving away from a project to build a new multicustodial ...