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Learn More| Digital Age is Driving the Financial Industry, But is There Still Room for Personalized Service? (IBD Weekly) eMoney received a brief shout out by EP Wealth Advisors noting that they utilize our products to help with advanced planning and management. Read more >> |
| Financial Firms Increasingly Turning to Automated Wealth Management (Pittsburgh Business Times) More and more, finance professionals are opting for automated wealth management and now with the DOL Fiduciary Rule, it could push more towards automated investing. Peter Mathieson of Fairview Capital Investment Management talks about how his practice uses eMoney in the world of increased robo-advising. Read more >> (*Subscription required) |
| Mark Matson’s $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal (RIABiz) RIABiz mentions eMoney as a tool that financial advisor Mark Matson is building into his successful practice. Read more >> |
| 5 Ways To Up Your Content Marketing Game (Technical.ly Philly) eMoney’s Melissa Thomas and Rachel Eccles participated in Philly Tech Week during a Content Rescue event – which provided live consulting for organizations. Read more >> |
| Ron Carson — The Advisor’s Advisor: The 2017 IA 25 (ThinkAdvisor) ThinkAdvisor mentions eMoney in their feature on Ron Carson. Read more >> |
| The Latest in Financial Advisor #FinTech (Kitces) Michael Kitces published his monthly article, “The Latest in Financial Advisor #FinTech” and mentions eMoney’s growth and the new enterprise division. Read more >> |
| Albert Lea CEO joins advisory board for Fidelity’s eMoney (Albert Lea Tribune) A nice shout out for Brad Arends, CEO of intellicents inc and his recent appointment to the eMoney Advisory Board. Read more >> |
| Frontrunners: The 2017 IA 25 (ThinkAdvisor) Ron Carson of Carson Wealth an eMoney Advisory Board Member is listed as a frontrunner by ThinkAdvisor. The article mentions eMoney among the firms he is now working with. Read more >> |
| Why Most Financial Advisor #FinTech Companies Can’t Be Platforms (Kitces) Michael Kitces discusses the rising demand from financial advisors for better technology & how it’s the driving force behind a number of advisor FinTech software providers to build solutions, aiming to compete with the platforms of today’s broker-dealers. Read more >> |
| Combining Tech And Personal Experience To Educate Children In Financial Literacy (Forbes) Ed O’Brien highlights ways we improve financial literacy all year-round – not just during Financial Literacy Month. Read more >> |