eMoney Advisor announced a partnership with the Rhode Island State Council on the Arts (RISCA) that highlights the work of local artists in eMoney’s Providence office.
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.
eMoney plans to add an integration later this year with OpenView Gateway™, the integration platform from Schwab Advisor Services, the largest custodian of independent advisor assets.
Jeffrey Schwantz, SVP, Head of Enterprise Sales and Shannon Porro, VP, Strategic Partnerships have joined eMoney. Schwantz, who joined the firm from Morningstar and Porro from Fidelity Custody and Clearing, report to eMoney’s Head of Business Development, Stephen Langlois, who joined the company in May.
Attendees of eMoney’s Fourth Annual Advisor Summit received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year.