eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led Advisors

To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45 percent shared characteristics that eMoney and Fidelity identify as “FlexGen.” These advisors are adaptable, future-ready, focused on delivering a great client experience, and utilizing technology more often to achieve these goals.

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Lincoln Investment to Offer eMoney Advisor as Part of its Technology Offering for Advisors

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.

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HD Vest Partners with eMoney Advisor, adding nearly 4,000 new users

Pictured above is Stephen Langlois, Bob Oros and Ed O'Brien at eMoney's headquarters.

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…

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