Recent News Coverage

Read what industry reporters and analysts have to say about eMoney.

Latest News: August 2017 – Present


February 2018

February 14, 2018
Finovate Alumni News
by Julie Muhn, Finovate

February 13, 2018
Kestra to Offer eMoney’s Planning Platform

February 12, 2018
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
by Graham Thomas, RIABiz

February 12, 2018
Kestra Will Offer eMoney Advisor’s Platform to Its Indie Advisors
by Michael S. Fischer, ThinkAdvisor

February 11, 2018
Top 5 Best Financial Advisors in Chicago, IL in 2018
by Realty Today

February 8, 2018
Forget Blockchain … Financial Planning Tech Holds Most Value for FAs
by Alex Padalka, Financial Advisor IQ

February 3, 2018
The dealmakers financing top adviser technology
by Ryan Neal, InvestmentNews

January 2018

January 30, 2018
#FASuccess Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin
by Michael Kitces, Nerd’s Eye View

January 25, 2018
Finovate Alumni News

January 24, 2018
Capital One and eMoney Advisor Announce API Data Sharing Agreement
PR Newswire

January 18, 2018
Carson Group’s Bet on Digital Experience Pays Off in Double-Digit Growth
by Diana Britton,

January 8, 2018
Are more CFPs women? Depends on how you look at it
by Kenneth Corbin, Financial Planning

December 2017

December 27, 2017
What is the most disruptive force in planning?
by Bob Veres, Financial Planning

December 21, 2017
Radnor’s eMoney Advisor Combines Artificial Intelligence with Investing
by Sabrina Wilmer and Nishant Kumar, Bloomberg

December 17, 2017
Why RIAs should — and shouldn’t — discount their fees
by Charles Paikert, FinancialPlanning

December 13, 2017
Three big effects of the shifting broker protocol
by Joe Duran, InvestmentNews

December 11, 2017
Even as fires ravaged buildings, this practice was ‘business as usual’
by Nina O’Neil, Financial Planning

December 7, 2017
How planning software can reduce regulatory risk
by Kenneth Corbin, Financial Planning

December 6, 2017
The keys to choosing compliance technology
by Kenneth Corbin, Financial Planning

December 6, 2017
UBS Team Signing Edges True Private Wealth Assets Towards $1B
by Murray Coleman, Financial Advisor IQ

December 4, 2017
How self-service online portals boost the client experience
by Katie Kuehner-Hebert, Financial Planning

December 4, 2017
The Latest In Financial Advisor #FinTech (December 2017)
by Michael Kitces, Nerd’s Eye View

December 1, 2017
Fidelity scores big IBD win in custodian tech arms race
by Tobias Salinger, Financial Planning

November 2017

November 29, 2017
Carson, Duran, Kitces on the Biggest Tech Stories of 2017 (and Beyond)

November 23, 2017
eMoney Advisor adds integration partners
Retirement Income Journal

November 20, 2017
eMoney Advisor Announces Three New Upcoming Integrations

November 19, 2017
How Artificial Intelligence Will Help Financial Advisors Provide Better Guidance
by Ellen Chang, TheStreet

November 16, 2017
Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT
by Ryan Neal, InvestmentNews

November 16, 2017
eMoney, Riskalyze Announce Integrations With Schwab
by Michael Thrasher, WealthManagement

November 15, 2017
Fidelity’s eMoney Advisor partners with Schwab
by Ryan Neal, InvestmentNews

November 14, 2017
Fidelity latest financial firm to facilitate data sharing with fintechs
by Penny Crosman, Financial Planning

November 9, 2017
The Gap In Advisor-Supported 529 College Savings Plans For RIAs
by Michael Kitces, Nerd’s Eye View

November 6, 2017
Is There A 401k Advisor, Vendor Digital Divide?
by John Sullivan, 401(k) Specialist

October 2017

October 26, 2017
FinPlan Shootout: eMoney, MoneyGuidePro, Naviplan & Advizr
by Craig Iskowitz, Wealth Management Today

October 23, 2017
Saving the Vacuum Cleaner: A Lesson in Disaster Preparation
by Lauren Klein, Iris

October 16, 2017
7 Essential Tech Tools for Financial Advisors
by Claire Akin, Investopedia

October 12, 2017
The Industry’s Best Honored At 2017 Wealth Management Industry Awards
by Michael Kitces, Nerd’s Eye View

October 9, 2017
The Six Levels Of Account Aggregation #FinTech And PFM Portals For Financial Advisors
by Michael Kitces, Nerd’s Eye View

October 6, 2017
Automate the Boring Stuff
by Dan Weil, Financial Planning

October 6, 2017
‘No BS’ Mike Durbin leapfrogs up the Fidelity Investments ladder where he can serve RIAs, eMoney and Abby
by Lisa Shidler, RIABiz

October 6, 2017
September 2017 Fintech Report Card: Top Nine Tech Events

October 4, 2017
When did you begin to plan it forward?

October 4, 2017
eMoney — with an immense Fidelity presence — pulls out stops to debut RIA robo AMP, which shared buzz bandwidth with Envestnet M&A

October 3, 2017
5 tips to better marketing


October 3, 2017
A sneak peak at eMoney’s product roadmap

October 2, 2017
What’s next for eMoney?

October 2, 2017
The Latest In Financial Advisor #FinTech (October 2017)
by Michael Kitces, Nerd’s Eye View

September 2017

September 28, 2017
2017 eMoney Advisor Summit Recap
by Amanda Romano, Twenty Over Ten

September 27, 2017
eMoney Adds Advisor Marketing Tools To Financial Planning Platform
by Ryan Neal, WealthManagement

September 27, 2017
eMoney Goes Live With Advisor Marketing Platform
by Danielle Andrus, ThinkAdvisor

September 27, 2017
eMoney’s Fully Integrated, Digital Marketing Solution is Now Available
t3 Technology

September 26, 2017
Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients
The Wealth Advisor

September 26, 2017
Addepar’s Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand – and get – eMoney and FolioDynamix connections
by Brooke Southall and Mia Diamond, RIABiz

September 25, 2017
How eMoney is helping advisers ‘plan it forward’

September 20, 2017
What Is a Successful Marketing Program?
by Diana Britton,

September 18, 2017
Robo tech gains traction amongst advisors
by Gerv Tacadena, Wealth Professional

September 18, 2017
Differentiating The Next Generation Of Financial Planning Software
by Michael Kitces, Nerd’s Eye View

September 13, 2017
Fidelity robo now available to platform users
by Liz Skinner, Investment News

September 12, 2017
#FASuccess Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner
by Michael Kitces, Nerd’s Eye View

September 4, 2017
The Latest In Financial Advisor #FinTech (September 2017)
by Michael Kitces, Nerd’s Eye View

September 1, 2017
Advisors Can Use Technology To Tap Into Growing Gig Economy
by Ryan Neal,

August 2017

August 31, 2017
Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017
t3 Technology Tools for Today

August 23, 2017
5 Ways Fintech Is Changing Wall Street, Main Street And Everything In Between

August 18, 2017
Weekend Reading for Financial Planners
by Michael Kitces, Nerd’s Eye View

August 16, 2017
eMoney Opens Rhode Island Office Using State Incentives

August 15, 2017
Finovate Alumni News
by David Penn, Finovate

August 15, 2017
How to Help Clients Manage Their Critical Documents
by Thomas Coyle, Financial Advisor IQ

August 14, 2017
How Some Savvy FAs are Overtaking ‘Basic’ Robos
by Murray Coleman, Financial Advisor IQ

August 13, 2017
eMoney Advisor Moving Into R.I. Offices, Expects to Hire 100 by 2020
by Kate Bramson, Providence Journal

August 11, 2017
Weekly Wealthtech Report – eMoney’s New Website

August 11, 2017
July 2017 Fintech Report Card – Top 9 Tech Events
by Aaron Klein,

August 10, 2017
eMoney’s New Website Improves User Experience through Enhanced Navigation and Multimedia Content
t3 Technology Tools for Today

August 7, 2017
Robo-Advising: The First Step in Embracing Marketing Automation
by, Marina Grindle, Iris

August 8, 2017
eMoney Launches Redesigned Website Featuring New User Experience, Enhanced Navigation and Multimedia Content
The Street via PR Newswire

August 8, 2017
Finovate Alumni News
by David Penn, Finovate

August 7, 2017
Custodians are Charting Fintech’s Future
by Liz Skinner, InvestmentNews

August 4, 2017
High-Touch Marketing
by Jane Wollman Rusoff, CreditUnionTimes

July 2017

July 28, 2017
Weekly Wealthtech Roundup: eMoney Adds Digital Marketing Capabilities
by Ryan Neal,

July 28, 2017
Not Your Parents’ Retirement Plan
by Martha Shedden, Advisor Magazine

July 27, 2017
eMoney adds web marketing tool to its advisor platform
Retirement Income Journal

July 25, 2017
eMoney Advisor Launches New, Interactive Lead Capture Feature That Enables Financial Advisors To Streamline Lead Management, Drive Revenue And Digitally Grow Their Businesses
TheStreet/PR Newswire

July 25, 2017
eMoney Advisor Launches New ‘Lead Capture’ Feature
by Danita Evangeline , TechFunnel

July 19, 2017
Marketing Your Financial Services Firm In the Age of Robos
T3 Technology Hub

July 14, 2017
Finovate Alumni News
by David Penn,

July 12, 2017
The Entrust Group Integrates eMoney Advisor to Simplify Portfolio Diversification Management
PR NewsWire

July 12, 2017
The era of AI in advice is upon us
by Ian McKenna, Money Marketing

July 12, 2017
Top 5 Software Programs Used by Financial Advisors
by J.B. Maverick, Investopedia

July 11, 2017
Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson
by Michael Kitces,

July 10, 2017
Annuity Research Tools Helping Agents Comply With DOL Rules
by Cyril Tuohy, Insurance News Net

July 7, 2017
Adviser’s Consultant: Better Time Management Can Require Financial Outlay
by Liz Skinner, InvestmentNews

July 3, 2017
The Latest in Financial Advisor #FinTech (July 2017)
by Michael Kitces,

July 3, 2017
David Edwards of Heron Wealth: On Evolving with the Times and Building a Platform for Success
by Marie Swift, Marie Swift Blog

June 2017

June 6, 2017
The Future of Digital Financial Advice: Who Will Succeed?
by Bernice Napach, ThinkAdvisor

June 7, 2017
Adapting new technologies, firms challenged to keep it simple
by Andrew Welsch, OnWallStreet

June 7, 2017
HPE plays hybrid IT hand with Project New Stack platform
by Robert Gates, TechTarget

June 2017
The 7 Tools We Use to Grow Our Practice
by Dave Zoller, Streamline My Practice

June 13, 2017
eMoney Advisor to be featured on Innovations TV Series

June 13, 2017
What you need to know to start a fee-only RIA
by Tobias Salinger, Financial Planning

June 14, 2017
Pershing Builds On Open API Strategy, AI For Advisors
by Ryan Neal, WealthManagement

May 2017

May 1, 2017
The Latest in Financial Advisor #FinTech
by Michael Kitces,

May 1, 2017
Frontrunners: The 2017 IA 25

May 4, 2017
5 Ways To Up Your Content Marketing Game
by John Miller, Philly

May 8, 2017
Ron Carson — The Advisor’s Advisor: The 2017 IA 25

May 10, 2017
Mark Matson’s $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal
by Brooke Southall and Irwin Stein, RIABiz

May 19, 2017
Combining Tech And Personal Experience To Educate Children In Financial Literacy
Contributed content by Ed O’Brien, Forbes

May 19, 2017
Digital Age is Driving the Financial Industry, But is There Still Room for Personalized Service?
by Marie Beerens, IBD Weekly

May 25, 2017
Why Most Financial Advisor #FinTech Companies Can’t Be Platforms
by Michael Kitces,

May 30, 2017
eMoney Wins “Best Wealth Management Platform” Award
t3 Tech News

May 31, 2017
Financial Firms Increasingly Turning to Automated Wealth Management
by Patty Tascarella, Pittsburgh Business Times

April 2017

April 25, 2017
This wealth management fintech firm is hiring…in Rhode Island
by Dan Butcher, Efinancialcareers

April 20, 2017
20 Awesome Companies Hiring in April
by Kat Boogard, The Muse

April 9, 2017
eMoney’s New Compliance Product Goes Live

April 7, 2017
eMoney Compliance Tool Goes Live: Tech Roundup
by Danielle Andrus, ThinkAdvisor

April 12, 2017
eMoney Advisor’s CEO Ed O’Brien Discusses Fintech
by Matt Baum, RIAcast

April 12 2017
Fintech firms still see a future for fiduciary compliance tools
by Suleman Din, Financial Planning

April 29, 2017
Albert Lea CEO joins advisory board for Fidelity’s eMoney
Albert Lea Tribune