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 ...
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 ...
RADNOR, Pa., Sept. 9, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the appointment of Fred ...
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 ...
A long-awaited integration between Schwab Advisor Services and the eMoney financial planning software is set to begin later this year. The announcement, made this week at the T3 advisor conference in ...
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 ...
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 ...
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., Sept. 28, 2021 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a strategic partnership ...
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 ...
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 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 ...
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