In addition, Savant Wealth adds head of advice to the CIO’s role; InspereX bolsters RIA and private market sales teams; and ...

eMoney Advisor CEO Ed O’Brien has accepted a new position as head of technology at Fidelity Institutional, beginning in April. The news came out in a social media post Tuesday. WealthManagement.com ...

RADNOR, Pa., Oct. 21, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of its new ...

Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. The terms of the deal were not disclosed. eMoney Advisor’s account aggregation, advisor portals ...

Randor, Pa.-based eMoney Advisor has announced a series of tools it will launch next year, highlighted by a premium version of its client portal that it says will allow for a more customized user ...

Ed O’Brien has stepped down as CEO of eMoney Advisor to return to the financial planning software’s parent company, Fidelity Investments. Processing Content O’Brien will take over as head of ...

RADNOR, PA — eMoney Advisor has unveiled the agenda for its 2025 eMoney Summit, a virtual conference for financial professionals set to run from October 20–22. This year’s event carries the theme ...

RADNOR, PA — eMoney Advisor unveiled its new developer site last week during the 2025 eMoney Summit, introducing a centralized hub designed to simplify how fintech developers discover, test, and ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced it has marked 20 years of transforming ...

At the annual eMoney Summit, which was held virtually this week, executives from the financial planning software world got philosophical about the industry. Processing Content Why do investors turn to ...