This year’s Summit is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.
eMoney plans to extend its capabilities through the release of a new feature powered by CapitalROCK’s RightBRIDGE® technology that produces financial product suggestions. For the first time ever, eMoney clients can create holistic financial plans and then generate unbiased product suggestions right from within the eMoney platform.
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.
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.
eMoney Advisor (eMoney) received approval from Rhode Island Governor Gina M. Raimondo and the Rhode Island Commerce Corporation to open a new office location in Providence, RI – which is the company’s third location.
eMoney Advisor today announced the launch of eMoney for Enterprise, a new division dedicated to supporting the unique needs of firms seeking scalable technology solutions.