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Articles tagged "eMoney"


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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

Drew DiMarino: Anytime we get a chance to present to the top advisors, we’ve got a very good chance of winning

eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much salesmanship

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

July 7, 2016 at 5:14 PM

Jon Patullo [r.] with Jim Dario: We started here in Texas with nine vendors in 2010 to start the conversation.

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 at 12:05 AM

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 at 7:46 PM

The 2014 RIA hype frenzy may have peaked when suddenly Tony Robbins was everywhere.

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 at 11:42 PM

The present tense will give way to a future that reveals how a series of big bets -- automated and human-populated -- play out.

What the collective unconscious of RIAs in 2015 revealed as crunched by RIABiz article readership

Those taking new and interesting risks, very much including the ones behind robo efforts, created the kind of drama that an advisor mind could appreciate

December 28, 2015 at 5:22 PM

David Canter [With Jon Stein, l.,  at June InVest event]: For an RIA firm, this isn't simply a technology play. [Photo by Julio Gomez of Knowledgent]

With eMoney in its back pocket, Fidelity Investments won't exercise its option to continue Betterment deal as it nears launch of its own robo

The one-year semi-exclusive alliance never caught fire with Fidelity RIAs and the Boston giant will now use eMoney as kindling for a new digital-for-RIA launch

November 19, 2015 at 11:47 PM

Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

November 5, 2015 at 7:26 PM

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

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

October 22, 2015 at 6:10 PM

Mike Durbin: It's an unbundling. That's exactly what it is.

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'

The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

October 22, 2015 at 12:37 AM

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

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

September 3, 2015 at 7:44 PM

Anil Arora: There’s an enormous transformation going on in financial services, and we’re going to accelerate that.

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

August 10, 2015 at 10:11 PM

David Benskin: Basically, I built 50 spreadsheets.

How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

June 25, 2015 at 5:13 PM

David Welling: eMoney has undergone a transformation from planning to a platform. We want Black Diamond to be your platform.

Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 at 3:30 PM

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