Fidelity is going with one of its own to fill the six-and-a-half-month CEO vacancy at eMoney Advisor. Edward O’Brien, formerly a senior vice president and head of platform technology at Fidelity ...

The 2026 eMoney Summit is proudly sponsored by Fidelity, Allianz Life, Wealth.com, and Zocks. For sponsorship opportunities, please contact advisorsummit@emoneyadvisor.com. Summer pricing is available ...

RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, proudly announced it is celebrating 25 ...

Investment Advisor magazine selects Ed O'Brien, CEO of eMoney, as one of the 25 "Most Influential" people in the advisory industry for his leadership, achievements in financial technology, and ...

Brooke's Note: The bottom line is that Edmond Walters let not a moment pass after his non-compete with eMoney expired. He is going after the high-end investors and expanding the definition of what ...

Ed O’Brien has stepped down as CEO of eMoney Advisor to return to the financial planning software’s parent company, Fidelity Investments. Processing Content O’Brien will take over as head of ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the Getting Started Program, an ...

ORLANDO, Fla.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of wealth management solutions, recently introduced Foundational Planning, the newest planning solution available on the ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

Orion and eMoney both rolled out updates this week aimed at enhancing how RIAs manage investments and deliver financial plans to clients. Orion announced that a suite of separately managed accounts ...

Fidelity-owned financial planning vendor eMoney Advisor is kicking off 2020 with significant changes to its strategy and leadership. EMoney is moving away from a project to build a new multicustodial ...

Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients "Prior to launching eMoney, we saw a clear gap in ...