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
eMoney, a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.
eMoney launched Foundational Planning, the newest planning solution available on the eMoney platform. Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform.
Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox.