Money Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, recently enhanced its Foundational Planning solution to offer a faster and more ...

Ed O’Brien has stepped down as CEO of eMoney Advisor to return to the financial planning software’s parent company, Fidelity Investments. Processing Content O’Brien will take over as head of ...

Over the past decade, eMoney has partnered with 160 universities in 40 states through its University Program in which students gain hands-on experience with the same cutting-edge technology used by ...

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 ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Getting Started Program, an ...

The custody and clearing firm plans to make Jessica Liberi, currently the head of product at Fidelity-owned financial planning fintech eMoney Advisor, the new head of platform technology at Fidelity ...

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 ...

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 ...

Fidelity is going with one of its own to fill the six-and-a-half-month CEO vacancy at eMoney Advisor. Edward O’Brien, formerly a senior vice president and head of platform technology at Fidelity ...

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 has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

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 ...