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

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 ...

Option enables firms to build credibility with their own brand in a digital-first experience RADNOR, Pa., March 29, 2022 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology ...

RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, proudly announced it is celebrating 25 ...

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 ...

RADNOR, Pa., June 17, 2021 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced details for its annual ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Getting Started Program, an ...

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 ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

Fidelity is going with one of its own to fill the six-and-a-half-month CEO vacancy at eMoney Advisor. Edward O’Brien, formerly a senior vice president and head of platform technology at Fidelity ...

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 ...

Fidelity-owned financial planning vendor eMoney Advisor is kicking off 2020 with significant changes to its strategy and leadership. EMoney is moving away from a project to build a new multicustodial ...