Recent News Coverage

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

Latest headlines

 

November 2018

November 12, 2018
Financial Advisor Software You Simply Need
10 to 8

November 8, 2018
What Alexa really means for wealth management
by Sean Allocca, Financial Planning

November 6, 2018
Financial Planning: Expert Tips to Help Keep Your Business on Track
by Julie Bawden Davis, American Express OPEN Forum

November 2, 2018
Finovate Alumni News
by Julie Muhn, Finovate

November 1, 2018
The VoiceBots are Here
by Samuel Steinberger, WealthManagement.com

October 2018

October 30, 2018
Top Four Considerations for Independent Financial Advisors When Building Their Tech Stack
by Cindy Taylor, FintekNews

October 26, 2018
How to Prioritize IRA and 401(k) Accounts
by Rebecca Lake, U.S. News & World Report

October 18, 2018
Enter the ‘FlexGen’
by Jody Padar, accountingtoday

October 11, 2018
Salesforce, eMoney Make A Powerful Team
by Wayne Duggan, Benzinga

October 10, 2018
eMoney Debuts a Solution for Streamlined Financial Plans
by Marlene Satter , ThinkAdvisor

October 10, 2018
The eMoney Summit 2018: What It Means To Be A FlexGen Financial Advisor
by Wayne Duggan, Benzinga

October 10, 2018
eMoney Introduces The “FlexGen” Planning For Advisor
by Shana Nazarian, WealthAdvisor

October 9, 2018
eMoney Introduces Mass-Market Planning Tool for Advisers
by Sarah Min, InvestmentNews

October 9, 2018
eMoney Foundational Planning Coming January 2019
by Davis Janowski, WealthManagement.com

October 8, 2018
eMoney Introduces the Term ‘FlexGen’ at 2018 Summit
by Davis Janowski, WealthManagement.com

October 8, 2018
3 Ways Financial Advisors Are Using Technology To Better Serve You
by Adam Sarhan, Forbes

October 4, 2018
27 Simple Ways Highly Successful People Get Ahead of Everyone Else
by Christina DesMarais, Inc.

October 1, 2018
The Future of Financial Advisors with Ed O’Brien, CEO of eMoney Advisor
by Jay Coulter, The Resilient Advisor Podcast

September 2018

September 28, 2018
28 “Hard-Won” Strategies To Help Your Team To Really Thrive
by Akemi Sue Fisher, BuzzFeed

September 26, 2018
11 Mistakes You’re Making When Trying to Save Money
by Lisa Marie Conklin, Reader’s Digest

September 24, 2018
Financial Industry Takes Most Heat for Data Breaches: Study
by Marlene Satter, ThinkAdvisor

September 20, 2018
How To Network Your Way To A Job You Actually Want
by Theresa Avila, girlboss

September 18, 2018
16 Time-saving Tips for IT Leaders
by Paul Heltzel, CIO

September 13, 2018
Finance Students Gain Access to Second Largest Wealth Management Platform
by Mackenzie McDermott, The Daily Utah Chronicle

September 12, 2018
This Executive’s Mother Passed Away Right Before Her Wedding. Here’s How She Moved Forward — and How the Tragedy Inspired a New Career Trajectory
Women | Entrepreneur

September 6, 2018
Women Of The C-Suite: “A leader needs to be an inspirational motivator”, With Jess Liberi, of eMoney Advisor
by Akemi Sue Fisher, Thrive Global

August 2018

August 22, 2018
Why Expecting Perfection Sets You Up For Failure
by MeiMei Fox, Forbes

August 21, 2018
New Digital Program to Help Finance Students
by Zach Varda, The Lantern

August 21, 2018
Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge
by Michael Kitces, Nerd’s Eye View

August 20, 2018
3 Ways To Plan For Retirement In A Volatile Market
by Adam Sarhan, Forbes

August 16, 2018
eMoney Advisor Offers Certification at 30 Colleges
by Samuel Steinberger, WealthManagement.com

August 14, 2018
FAs Increasingly Turn to Fintech for Financial Planning
Financial Advisor IQ

August 3, 2018
The Dangers of Putting Your 401(k) on Autopilot
by Rebecca Lake, Investopedia

August 2, 2018
Bringing Efficiencies At Scale
by by Jack Sweeney, Middle Market Executive (Podcast ft. Ed O’Brien, CEO of eMoney Advisor)

July 2018

July 28, 2018
Millennials Really Do Have it Tougher – Compared with 1977
by Erin Arvedlund, Philadelphia Inquirer

July 27, 2018
10 Disruptive Demos from InVest NYC 2018
by Craig Iskowitz, Wealth Management Today

July 19, 2018
Fintech: Friend or Foe?
by Merry Sheils, Woman Around Town

July 5, 2018
“I Want To Connect Financial Empowerment With Making Healthy Decisions” With Jess Liberi
by Yitzi Weiner, Thrive Global

July 3, 2018
Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala
by Michael Kitces, Nerd’s Eye View

June 2018

June 25, 2018
HD Vest Partners with eMoney to Offer Advisors Financial Planning Platform
by Emily Zulz, Think Advisor (Weekly Roundup)

June 22, 2018
Let’s get radical at Engage 2018
by Jody Padar, Accounting Today

June 19, 2018
Tech can make your firm more efficient and profitable, but will your staff buy into it?
InvestmentNews (Video) ft. Jess Liberi, eMoney’s head of product

June 5, 2018
Fifth Third Bank launches digital advice platform
by Margarida Correia, Financial Planning | BIC

May 2018

May 31, 2018
Indebted millennials ‘ideal candidates for financial advice’
by Aamina Zafar, Financial Times

May 24, 2018
Finovate Alums Take Top Honors at FinTech Breakthrough Awards
by David Penn, Finovate

May 24, 2018
10 Years to Retirement? Invest in a Roth IRA Now
by Rebecca Lake, U.S. News & World Report

May 23, 2018
Why fintechs, not advisors, are driving change in financial planning
by Davis Janowski, Financial Planning

May 18, 2018
Let’s talk about the Big Book: Everything your family needs to know when you die
by Thomas Heath, The Washington Post

May 14, 2018
1st Global and eMoney Partner to Offer CPA Financial Advisors Cutting-edge Financial Planning Platform
by 1st Global

May 14, 2018
15 Budget Apps That Are Basically a Financial Adviser in Your Phone
by Lindsey Lanquist, Self

May 13, 2018
#FintechSavvy – Meet Nick Richtsmeier of Trilogy Financial
by Cindy Taylor, finTEKnews

May 9, 2018
Kitces: How to pick an RIA custodian
by Michael Kitces, Financial Planning

May 7, 2018
The Latest In Financial Advisor #FinTech (May 2018)
by Michael Kitces, Nerd’s Eye View

April 2018

April 9, 2018
Surveying The Advisor FinTech Landscape And The 2018 Advisor Software Survey
by Michael Kitces, Nerd’s Eye View

March 2018

March 25, 2018
Stranger Things Are Happening to Financial Planning Software
Wealth Management Today

March 9, 2018
eMoney creates a continuing education CFP program
WealthManagement.com

March 6, 2018
Brokers managing $425 million exit Wells Fargo to form RIA
InvestmentNews

February 2018

February 20, 2018
Kitces: We’re overdue for better planning software
by Michael Kitces, Financial Planning

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

February 13, 2018
Kestra to Offer eMoney’s Planning Platform
by WealthManagement.com

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
Finovate

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, WealthManagement.com

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)
ThinkAdvisor

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

November 20, 2017
eMoney Advisor Announces Three New Upcoming Integrations
ThinkAdvisor

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
RIABiz

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

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
RIABiz

October 3, 2017
5 tips to better marketing

InvestmentNews

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

October 2, 2017
What’s next for eMoney?
InvestmentNews

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’
InvestmentNews

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

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, WealthManagement.com

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
Forbes

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
WealthManagemt.com

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
WealthManagement.com

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

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, WealthManagement.com

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, Finovate.com

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, Kitces.com

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, Kitces.com

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
PRWeb

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, Kitces.com

May 1, 2017
Frontrunners: The 2017 IA 25
ThinkAdvisor

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

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

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, Kitces.com

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
WealthManagement.com

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