As we head into the summer months and clients begin taking vacations or are busy spending time with their kids, who are home from school, it’s a great time to take advantage of all the world-class conferences the financial industry has to offer.
A look at eMoney media mentions for the month of May 2017.
eMoney is excited to announce its partnership with the highly-acclaimed television series, Innovations with Ed Begley Jr., for an upcoming episode – anticipated to air during fourth quarter 2017 on FOX Business.
A look at eMoney media mentions for the month of April 2017.
Ever wanted to bring your product idea to life in the eMoney app? Pairing teams of advisors with our developers, the eMoney Hackathon is your chance to brainstorm new product ideas and code a working piece of tech that could become a new eMoney feature.
eMoney is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough.
Although implementation of the Department of Labor’s (DOL) Fiduciary Rule was recently pushed back to June 9, eMoney Advisor’s launch of Advisor Assurance, a new compliance solution that provides streamlined documentation and archival of key advisor-client interactions throughout the financial planning process, remained unaffected by the delay.
eMoney Advisor (eMoney) today announced 10 new members to the firm’s Advisory Board. The new board members were officially appointed at eMoney’s annual Advisory Board Meeting, which takes place through March 31 at eMoney’s Headquarters in Radnor, Pa.