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., 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 ...

Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney SAN FRANCISCO, June 11, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy ...

The custody and clearing firm plans to make Jessica Liberi, currently the head of product at Fidelity-owned financial planning fintech eMoney Advisor, the new head of platform technology at Fidelity ...

Randor, Pa.-based eMoney Advisor has announced a series of tools it will launch next year, highlighted by a premium version of its client portal that it says will allow for a more customized user ...

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 ...

Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...

Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. The terms of the deal were not disclosed. eMoney Advisor’s account aggregation, advisor portals ...

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 ...

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 ...

RADNOR, Pa., June 21, 2021 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, today launched the third season of its original podcast “That Makes ...

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 ...