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News | Press Release

eMoney Advisor Launches Enhanced Version of Needs Analysis Feature

March 25, 2025 | eMoney announced the launch of the newly enhanced Needs Analysis feature. This simple, lightweight planning tool is designed to foster single-goal conversations between financial advi… Read Moreblue arrow pointing right

News | Media Coverage

Wealth in the Age of AI: What Experts Hope for — and What They Fear

March 19, 2025 | Financial Planning… Read Moreblue arrow pointing right

News | Media Coverage

Growth Industry: Why Secure Act 2.0 Could Be a Boon for Retirement Advisors

March 20, 2025 | Financial Advisor IQ… Read Moreblue arrow pointing right

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

Preventing Leakage and Improving Retirement Security: The Impact of Auto-Portability

March 12, 2025 | Financial Advisor IQ… Read Moreblue arrow pointing right

News | Media Coverage

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

March 6, 2025 | GOBankingRates… Read Moreblue arrow pointing right

News | Awards

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

March 6, 2025 | eMoney announced they have been named a winner of the 2025 Stevie® Awards for Sales & Customer Service in three categories… Read Moreblue arrow pointing right

News | Press Release

eMoney Advisor Names Christian Solomine as Head of Sales

March 4, 2025 | 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 o… Read Moreblue arrow pointing right

News | Media Coverage

Unlocking the Power of AI for Financial Planners

February 18, 2025 | Financial Advisor Magazine… Read Moreblue arrow pointing right
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