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.
Created and developed by eMoney’s in-house team of 12 Certified Financial Planners (CFPs®), this new program is available to all eMoney clients in need of CE credits to apply toward their CFP® designation.
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors.
Data-sharing API partnership enables Capital One customers to safely connect personal financial data with the eMoney Platform.
How many people do you know who can say they built an eight-billion dollar advisory business. Ron Carson has, and he wants to tell you exactly how he did it. In his new event, Ron and his executive business leaders will teach you how to brand your plan, elevate your client success, value your business, and much more.
eMoney’s segment will debut on the highly acclaimed television series, “Innovations with Ed Begley, Jr.” this Saturday, December 16, on FOX Business.
We’re counting down our most read blog posts from this year to give you just a snippet of everything that’s happened this year.
Thanksgiving is just around the corner. And of course, that means family, football, turkey and pumpkin pie. But we all know that Thanksgiving is so much more than filling up on America’s finest comfort foods and grabbing a cat nap before the game. It’s also the perfect time to take a step back and be…