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.
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.
eMoney Advisor won six awards during the 12th annual Stevie Awards for Sales and Customer Service banquet on Feb. 23 at Caesars Palace in Las Vegas.
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.