eMoney failed to accurately calculate the first RMD year for a client whose birthday falls in the second half of the calendar year (i.e., after June 30). It began her RMDs one year late.

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients.

As CEO of eMoney, Walters was widely acknowledged as the firm’s visionary, chief cheerleader and most effective salesperson. He had a reputation for treating employees very well, and a number of ...

eMoney Advisor plans to enhance its platform with new features powered by CapitalROCK’s RightBRIRDGE technology to provide clients with retirement product suggestions based on their individual ...

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 ...

eMoney is inviting firms that expressed interest in a back-office planning solution in the past and expects to provide more details on the pilot program early next year, said Schulte.

eMoney has participated in Drexel University's Cooperative Education program since 2010, and is a frequent presence around campus in providing software development talks to students in ...