SALT LAKE CITY, July 01, 2025--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new ...

eMoney Advisor will be leaning into machine learning and adaptive software in the coming year. The financial planning technology developer is currently building new predictive features for its cash ...

LPL Financial has launched a new financial planning platform designed to equip its network of advisors with deeper planning capabilities to support client relationships and business growth. The new ...

RADNOR, Pa., Oct. 21, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of its new ...

This week at its 2025 Summit, fintech firm eMoney is showcasing a wave of new tech it’s been working on, products designed to make financial planning smarter and more efficient and collaborative, the ...

RADNOR, PA — eMoney Advisor has unveiled the agenda for its 2025 eMoney Summit, a virtual conference for financial professionals set to run from October 20–22. This year’s event carries the theme ...

If advisor technology firms competed over advisor dashboards and client portals in 2014, and for control over the advisor integration hub in 2015, the arms race in 2016 is to help advisors comply with ...

Ed O’Brien has stepped down as CEO of eMoney Advisor to return to the financial planning software’s parent company, Fidelity Investments. Processing Content O’Brien will take over as head of ...

For advisors who are not keen on offering planning to clients, eMoney may create an outsourced financial planning service, CEO Ed O’Brien says. After a year so crazy that even the word “unprecedented” ...

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today shared findings from a recent study 1 on how ...