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.
Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money.
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.
eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, today debuted “That Makes Cents,” a podcast produced in partnership with Benzinga. This new podcast series aligns with eMoney’s new mission and vision of helping people talk about money and making planning more accessible to achieve financial peace of mind.
New module expands eMoney’s Foundational Planning capabilities and enables advisors to easily evaluate clients’ life insurance needs
Of 2,500 respondents polled, 63% of U.S. adults have never consulted a financial advisor.
At our Summit, you can mingle with 1,300 other financial professionals and engage with 70-plus speakers and experts. Discover ways to grow your business by offering clients a comprehensive and holistic approach to planning.
Johnson to participate in fireside chat with eMoney CEO Ed O’Brien and Head of Fidelity Institutional Mike Durbin; industry expert Michael Kitces also announced as new addition to Summit agenda.