Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.
Now in its third year, the revamped University Program aims to develop the next generation of financial advisors by providing college students who are pursuing a financial planning degree with training on the eMoney platform as part of their curriculum.
Keynote speakers include Abby Johnson, Chairman and CEO of FMR LLC; bestselling authors Daniel Pink, Alison Levine; and various financial planning experts.
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…
Fifth Third Securities expanded its digital wealth and asset planning tools with the launch of OptiFi, which uses Fidelity AMP, Fidelity Clearing & Custody Solutions’® digital advice technology co-developed with eMoney Advisor.
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.