InvestmentNews named Jess Liberi to its 2019 class of Women to Watch, honoring female financial advisers and industry executives who exemplify the definition of true leaders and role models.
eMoney is honored to have been selected as the Technology Provider winner for the Account Aggregation, Financial Planning and Specialized Planning Applications categories at the prestigious 2019 Wealth Management Industry Awards ceremony, held on September 12, 2019, in New York City.
This new collaboration enables Jackson’s wholesalers to show financial professionals how to use eMoney’s comprehensive financial planning software to evaluate how protected lifetime income can help address certain needs in retirement.
Keynote speakers include Angela Duckworth, Founder and CEO of Character Lab; Shawn Achor, New York Times bestselling author; Dr. Brynn Winegard, PhD in Business and Neuroscience; and Tien Tzuo, Founder and CEO of Zuora The theme of this year’s Summit is “The Heart of Advice,” focusing on the core of what makes a truly exceptional…
Gov. Gina M. Raimondo attends ribbon-cutting ceremony, commemorating eMoney’s growing business presence in the Providence community
eMoney, a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.
As part of the ongoing efforts to expand eMoney’s social responsibility initiatives, eMoney is excited to announce that the company is launching a new tree-planting program. To thank employees for planting their roots with eMoney, we are planting a tree in their honor and will plant trees for all of our future hires. eMoney is partnering with One Tree Planted to…
To help students put their eMoney training into action, eMoney recently launched eMoney Connect – a new group on LinkedIn aimed at connecting students in the eMoney University Program with financial advisors who are hiring.