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News | Press Release

eMoney Advisor Expands University Program and Industry Partnerships to Shape the Future of Financial Planning

Sept. 25, 2025 | eMoney announced the continued expansion of its long-standing efforts to enhance the future of the financial planning profession by increasing access to its financial planning technol… Read Moreblue arrow pointing right

News | Media Coverage

Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney

Sept. 18, 2025 | WealthTech Today Podcast… Read Moreblue arrow pointing right

News | Press Release

eMoney Advisor Appoints Fred Pattin as Head of Finance 

Sept. 9, 2025 | eMoney announced the appointment of Fred Pattin to head of finance. Pattin will lead eMoney’s financial planning and analysis, strategy, accounting, billing, facilities management, l… Read Moreblue arrow pointing right

News | Awards

eMoney Advisor Wins 2025 Wealth Management Industry Award for Aggregation

Sept. 5, 2025 | eMoney has been named a winner in the 2025 Wealth Management Industry Awards for Account Aggregation in the Technology Provider category. eMoney received the recognition during a gala … Read Moreblue arrow pointing right

News | Media Coverage

Financial Psychology: Reframing the Insurance Conversation

Sept. 2, 2025 | InsuranceNewsNet… Read Moreblue arrow pointing right

News | Media Coverage

Avoiding the Pitfalls of Windfalls, from Lotteries to Inheritance

Aug. 29, 2025 | Financial Planning… Read Moreblue arrow pointing right

News | Media Coverage

How Enterprise Firms Can Meet Demand for Collaborative Financial Planning

Aug. 29, 2025 | Financial Advisor Magazine… Read Moreblue arrow pointing right

News | Media Coverage

The Advisor–Client Connection in a Digital Age with Susan McKenna

Aug. 14, 2025 | Advisorpedia's Power Your Advice Podcast… Read Moreblue arrow pointing right

News | Press Release

eMoney Advisor Announces Agenda for 12th Summit Inspired by 25th Anniversary

Aug. 13, 2025 | eMoney announced the agenda for the 2025 eMoney Summit, the top virtual conference for financial professionals, which will be held Oct. 20- 22, 2025… Read Moreblue arrow pointing right

News | Media Coverage

Interview with Susan McKenna of eMoney

Aug. 11, 2025 | The Wiser Financial Advisor Podcast with Josh Nelson… Read Moreblue arrow pointing right
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