Tag : eMoney

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0299
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0276
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
eMoney Advisor Announces New Partnership with the BLX Internship Program
Digital Payments News

eMoney Advisor Announces New Partnership with the BLX Internship Program

Fintech News Desk
by Fintech News Desk0519
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its new partnership with the BLX Internship Program, a 501c (3) organization that strives to provide an entry point to the financial planning profession for Black and Latinx individuals and increase diversity......
eMoney Advisor Launches Season 3 of 'That Makes Cents' Podcast with Financial Wellness Theme
Finance Fintech News

eMoney Advisor Launches Season 3 of ‘That Makes Cents’ Podcast with Financial Wellness Theme

Fintech News Desk
by Fintech News Desk0540
New season introduces financial literacy advocate Mac Gardner as host, adds video format eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, launched the third season of its original podcast “That Makes Cents.” Building on the success of the two previous seasons, which covered personal finance, financial planning,......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0556
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
eMoney-Announces-General-Availability-of-Incentive_-a-Financial-Planning-and-Wellness-Mobile-App
Fintech Mobile Banking News

eMoney Announces General Availability of Incentive, a Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0369
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech News

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows

Fintech News Desk
by Fintech News Desk0400
A survey of 2,000 adults investigated how people interact with marketing tactics conducted by financial advisors. Key takeaways include: Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out 84% of Americans said personalized content is very important when working......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0476
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0589
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0537
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
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