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.
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.
Keynote speakers include Angela Duckworth, Founder and CEO of Character Lab; Shawn Achor, New York Times bestselling author; Dr. Brynn Winegard, PhD in Business and Neuroscience; and Tien Tzuo, Founder and CEO of Zuora The theme of this year’s Summit is “The Heart of Advice,” focusing on the core of what makes a truly exceptional…
Gov. Gina M. Raimondo attends ribbon-cutting ceremony, commemorating eMoney’s growing business presence in the Providence community