News, Vision & Voice for the Advisory Community


eMoney -- with an immense Fidelity presence -- pulls out stops to debut RIA robo AMP, which shared buzz bandwidth with Envestnet M&A

The Radnor, Pa.-based software firm drew 800 attendees with advisors knowing they'd get sun, fun and Mike Durbin thrown in for good measure

Author Guest Columnist Jason Lahita October 4, 2017 at 9:10 PM
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Mike Durbin draws the brightest lights at his old firm.




Stephen Winks

Stephen Winks

October 5, 2017 — 5:35 PM
"you can't do it all by yourself" captures the dilemma of our largest b/ds. It is not just a question of intellectual capital, financial resources but the latitude to execute. Wall Streets opposition to expert fiduciary duty is self defeating.. There is a long standing definition of fiduciary which b/ds do not want to apply to the "retail investor" (you and me). This precludes brokers from achieving professional standing in advisory services which drives exponential growth in the RIA space. The best interest of the investing public (as defined by the evolution of centuries of common law) will prevail whether Wall Street likes it or not. SCW

Related Moves

July 26, 2023 at 2:34 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

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