Many of us within the industry are feeling the whiplash from the best interest standard. In March, the 5th Circuit Court of Appeals decided to vacate the Department of Labor’s (DOL) fiduciary rule. In April, the Securities and Exchange Commission (SEC) proposed a best interest standard for broker-dealers. As the industry continues to provide a lukewarm…
eMoney has been recognized by LPL Financial as the Top Financial Planning Domain Owner in LPL’s Vendor Affinity Program for the second consecutive year.
eMoney Advisor launched a new digital lead generation service that connects advisors with investors searching for financial advice – Lead FeedSM, which is is the latest addition to eMoney’s suite of business development tools, which help advisors attract, nurture, convert and retain clients.
Employees of eMoney Advisor recently surprised the team at ARGI Financial Group at their home office in Louisville, KY to celebrate reaching 50,000 users.
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.
eMoney Advisor announced a partnership with the Rhode Island State Council on the Arts (RISCA) that highlights the work of local artists in eMoney’s Providence office.
Tax season is a great opportunity to take part in pro bono and skills-based volunteering, which is why 13 members of eMoney’s financial planning group, seven of which are CFPs, volunteered for more than 100 hours at tax assistance sites where they filed more than $50k in federal tax returns – free of charge.
eMoney announced the appointment of three new members to the firm’s leadership team: Jess Liberi, head of product; Tessa Raum, head of people experience; and new hire Susan McKenna, who joined eMoney March 5 as head of marketing.