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…
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.
eMoney Advisor has been selected as the winner of the “Best Overall Fintech Software.” award in Fintech Breakthrough’s annual awards program. This is the second consecutive year eMoney has been recognized. In 2017, eMoney, the leading provider of scalable wealth management solutions, won the “Best Wealth Management Platform” award.
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.