Additional topics on the roadmap include annuity income, long-term care, and debt reduction ... senior vice president of product management at eMoney. "We believe it will allow advisors and ...

Incorporating Flourish Cash into eMoney’s Decision Center allows advisors to highlight the importance of optimizing cash reserves and the impact of extra yield on a client’s long term ...

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients.

“With the addition of Jess, Tessa and Susan, this incredibly talented and experienced team is well positioned to facilitate eMoney’s long-term growth and sustainability.” Liberi, who has ...

In the survey, eMoney parent firm Fidelity Investments polled 458 financial advisors, with 45 percent sharing characteristics that eMoney and Fidelity have identified as “FlexGen.” ...

Platforms like eMoney Advisor and MoneyGuidePro are popular ... and inflation rates to illustrate the potential impact on a client's long-term financial outlook. This interactive approach helps ...

Various companies allow for transactions with electronic money, such as Square or PayPal. How eMoney Works Electronic money is used for transactions globally and is commonly accessed through ...

Financial planning fintech eMoney Advisor is continuing to shift its core user interface toward Decision Center, its interactive cash flow-based planning product. As part of eMoney’s annual ...

The Guardian Life Insurance Company of America retains a minority interest and remains one of eMoney’s largest clients under the terms of the acquisition. Fidelity says the move is part of its ...

Founded in 2000, eMoney Advisor is the leading provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial ...

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