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eMoney said additional goal-based topics will be added throughout the year, beginning with life insurance. Other areas under development include annuity income , long-term care , and debt reduction.

At the annual eMoney Summit, which was held virtually this week, executives from the financial planning software world got philosophical about the industry. Why do investors turn to financial ...

Fidelity-owned fintech eMoney Advisor showcased its overhauled financial planning and wellness mobile app, called Incentive, at its annual conference Monday. The app — named based on the notion ...

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today shared updates on its continued commitment to empowering the next ...

Advisors that use the eMoney Advisor platform now have a firm time frame for availability of an already anticipated outgrowth of the firm’s planning software: January 2019. That is the scheduled ...

eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led Advisors New research finds that FlexGen Advisors embrace change, challenge conventions and adopt flexible processes ...