Person

Edmond Walters

10 articles

Articles tagged "Edmond Walters"

Edmond Walters: 'I’m building things that I like to build, which are things that don’t exist.'

Apr 6, 2021

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

The MoneyGuidePro owner and eMoney founder execute clean break with Apprise IP rebranded as 'Wealth Studio.' Walters off to the races with a startup and vague promise to collaborate later.

Edmond Walters: What PCS needs is a voice that can help amplify their message, and I have a voice that’s heard by this community ... [but] the most important thing to know here is that I pursued them!

Feb 28, 2019

How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick

The eMoney founder joined the Philly TPA's board to oversee a PCS that hires madly, rewrites software, RIA-izes its services and develops marketing punch

Mukesh Mehta and Charles Goldman are friends who have made a point of having dinner together a few times a year.

Mar 15, 2017

In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera

The legendary chief information officer headed Schwab Institutional's efforts before shepherding in TD Ameritrade's legendary open API

Edmond Walters left eMoney and pops up as buyer agent of MoneyGuidePro on behalf of Cetera.

Nov 11, 2016

Cetera's giant software buy shows how eMoney's founder could prove a thorn in the Fidelity side $250 million later

MoneyGuidePro's Kevin Knull credits Edmond Walters for helping sell Cetera on doubling down on MGP planning software

Ed O'Brien: When you look at what eMoney is doing, it is creating tools to help advisors that don't even clear or custody with Fidelity.

Mar 18, 2016

As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions

Mike Durbin: We want eMoney to infect the rest of Fidelity to change its culture, thus we need to keep it independent.

Oct 22, 2015

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

Edmond Walters is making an exit, as bold in nature as his entrepreneurial reputation.

Sep 3, 2015

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

Bill Crager: Financial planning creeps closer to us. We'd like to build or be strategic.

Apr 21, 2015

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved

Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist

Edmond Walters: We are going to kick the crap out of the B-to-C robos.

Feb 16, 2015

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

Edmond Walters: We've integrated MoneyGuidePro. People say they are our competition. We don't care.

Feb 12, 2015

What to make of Fidelity Investments paying $250 million out of the blue for eMoney

The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less

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Edmond Walters

Articles tagged "Edmond Walters"

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick

In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera

Cetera's giant software buy shows how eMoney's founder could prove a thorn in the Fidelity side $250 million later

As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

What to make of Fidelity Investments paying $250 million out of the blue for eMoney

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