HD Vest Partners with eMoney Advisor, adding nearly 4,000 new users

Pictured above is Stephen Langlois, Bob Oros and Ed O'Brien at eMoney's headquarters.

Pictured above is Stephen Langlois, head of business development at eMoney Advisor; Bob Oros, CEO of HD Vest; and Ed O’Brien, CEO of eMoney Advisor. HD Vest Financial Services®, the pioneer of tax-smart wealth management services, announced today that the more than 4,000 independent advisors in its network will now have access to integrated financial…

Continue reading

Three Steps to Foster a Data-driven Culture at Your Firm

Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven organizations have five to six percent higher output and productivity than their less data-driven counterparts. Creating an analytics-based culture can be a big undertaking. But…

Continue reading

eMoney Advisor named “Best Overall Fintech Software” in annual FinTech Breakthrough Awards

eMoney Advisor has been selected as the winner of the “Best Overall Fintech Software.” award in Fintech Breakthrough’s annual awards program. This is the second consecutive year eMoney has been recognized. In 2017, eMoney, the leading provider of scalable wealth management solutions, won the “Best Wealth Management Platform” award.

Continue reading