People Moves Related to "RightCapital confirms secret SoFi deal that involves both B2C and 25 CFPs, landing it with MoneyGuidePro and eMoney as one of the Big Three financial planners, industry survey says"
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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
