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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 More

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 More

News | Media Coverage

Financial Psychology: Reframing the Insurance Conversation

Sept. 2, 2025 | InsuranceNewsNet… Read More

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Avoiding the Pitfalls of Windfalls, from Lotteries to Inheritance

Aug. 29, 2025 | Financial Planning… Read More

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How Enterprise Firms Can Meet Demand for Collaborative Financial Planning

Aug. 29, 2025 | Financial Advisor Magazine… Read More

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

Aug. 14, 2025 | Advisorpedia's Power Your Advice Podcast… Read More

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 More

News | Media Coverage

Interview with Susan McKenna of eMoney

Aug. 11, 2025 | The Wiser Financial Advisor Podcast with Josh Nelson… Read More

News | Awards

eMoney Advisor Wins Three Bronze Stevie® Awards in 2025 for Great Employers

July 17, 2025 | eMoney has been named the Bronze winner of three Stevie Awards in the 10th annual Stevie Awards for Great Employers… Read More

News | Media Coverage

The Future of Advice, According to eMoney

July 14, 2025 | ThinkAdvisor… Read More

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