Fidelity is going with one of its own to fill the six-and-a-half-month CEO vacancy at eMoney Advisor. Edward O’Brien, formerly a senior vice president and head of platform technology at Fidelity ...

Fidelity has introduced an all-in-one technology stack as well as an advisory bundle for small and mid-sized registered investment advisors that custody with the firm, both available with special ...

eMoney Advisor, the financial planning software provider owned by Fidelity Investments, has announced key updates to address a critical pain point for RIA firms. The wealth tech firm revealed ...

Similar to how cell phone providers or cable companies have bundled services so users feel they're getting more bang for their buck, Fidelity Investments has taken two of its advisor platforms and ...

Fidelity Investments has introduced two technology offerings this week geared for smaller advisory firms looking to either launch or grow their business. The first is an all-in-one bundle that ...

Financial advisors and their clients on the eMoney platform can look forward to an improved planning experience, courtesy of fresh updates from the financial planning software firm. eMoney Advisor has ...

Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney ...