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Articles tagged "eMoney"


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Marty Bicknell: We have a large set of advisors that are raving fans of the tool.

Marty Bicknell chooses Riskalyze software for Mariner Wealth and integrates it with Orion and eMoney

The Overland Park, Kansas RIA, with $40-billion in AUM, needed to address heightened volatility fears post-2020 but also choose software his advisors were eager to use

September 3, 2021 at 2:10 AM

Ed O'Brien: Change is a natural and essential part of true innovation, which is why we recently restructured parts of the eMoney organization to support our business objectives.

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

Shuang Chen: We’re the opposite of commoditized.

How Shuang Chen vaulted his 2015 planning start-up into MoneyGuidePro and eMoney contention by finding a 'Goldilocks' niche neither too light nor too heavy

His Right Capital just raised $3.7 million for a bootstrapped software firm that inked deals with firms like Commonwealth, Betterment and XY Planning

February 21, 2019 at 10:11 PM

Edmond Walters: For me it's like being a fox in the hen house.

eMoney Founder Edmond Walters musters every resource in launching 'Apprise Labs' and makes no bones that it's aimed at disrupting the market leader -- eMoney

Walters gets MoneyGuidePro and Envestnet to each takes 33% stakes and bring their talents, data and market reach to reinventing financial planning to include a future beyond death and taxes

February 1, 2019 at 5:06 PM

Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

September 19, 2018 at 10:20 PM

Lori Hardwick: We get three to four calls a week of people wanting to invest.

How Lori Hardwick's startup -- funded to the gills -- may co-opt the advisor desktop by creating an overarching open architecture

The co-founder's AI Labs is a portal-of-portals software that means to create -- and just may -- a virtual mono-custodian, mono-software platform

March 15, 2018 at 1:53 AM

Mike Durbin: The number one thing I will do in this job is serve as chief advocate for our clients.

'No BS' Mike Durbin leapfrogs up the Fidelity Investments ladder but can he serve RIAs, eMoney and Abby?

RIAs run out of superlatives for the eight-year exec's ability to 'get it' at both the intrapreneurial and entrepreneurial level as he ascends to president of $2.3-trillion Fidelity Institutional

October 6, 2017 at 8:06 PM

Mike Durbin draws the brightest lights at his old firm.

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

October 4, 2017 at 9:10 PM

Eric Poirier: We are still in the very early days in terms of penetration in the RIA industry.

Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections

The Silicon Valley-based CEO seeks to change how RIAs invest by what they can track with a new API and a fresh $140 million of VC money to see it out

September 26, 2017 at 7:31 PM

Hussain Zaidi: I wouldn't be here if it weren't for my time at Ameriprise.

Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one

Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago

June 22, 2017 at 12:28 PM

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

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

March 15, 2017 at 8:09 PM

T3 organizer Joel Bruckenstein (l.) set the stage for a smorgasbord of announcements, acquisitions and integrations.

An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside

Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes

February 21, 2017 at 6:52 PM

Mike Durbin didn't know he'd end up as the eMoney CEO when he agreed to oversee its onboarding.

Mike Durbin takes new RIA+ job at Fidelity after an unlooked-for two-year eMoney mission concludes

After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies

December 8, 2016 at 12:08 AM

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

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

November 11, 2016 at 12:20 AM

Bob Oros: The secret sauce is the planning dimension.

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

October 26, 2016 at 5:39 PM

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