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News | Awards

eMoney Advisor Wins FinTech Breakthrough Award for My Plan Feature 

March 19, 2025 | eMoney Advisor announced that its My Plan page on the Client Portal has been selected as winner of the “Wealth Management Innovation Award” in the ninth annual FinTech Breakthroug… Read Moreblue arrow pointing right

News | Media Coverage

Insurance and Financial Planning: The Integrated Approach for Long-Term Success

March 17, 2025 | InsuranceNewsNet… Read Moreblue arrow pointing right

News | Media Coverage

The Pros and Cons of Getting a Large Tax Refund — Is It Worth It?

News | Awards

eMoney Advisor Receives Three Stevie® Awards for Sales & Customer Service 

Radnor, PA – March 6, 2025 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced they have been named a winner of th… Read Moreblue arrow pointing right

News | Press Release

eMoney Advisor Names Christian Solomine as Head of Sales

Christian Solomine has been named the organization’s head of sales and joined its core leadership team. Reporting directly to CEO Susan McKenna, he will lead all revenue generating opportunities acr… Read Moreblue arrow pointing right

News | Media Coverage

Unlocking the Power of AI for Financial Planners

News | Media Coverage

Developing Empathy with Pro Bono Clients, Even When It’s Hard

News | Media Coverage

Best Online Will Makers 2025

News | Media Coverage

Preparing Clients for Natural Disasters and Other Emergencies

News | Media Coverage

eMoney Unveils New Advisor Tools For 2025
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