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eMoney Advisor LLC launches white-labeled version of advisor-connected financial wellness app Incentive
eMoney Advisor is launching a white-labeled version of its advisor-connected financial wellness app Incentive, according to the firm.
Jan 1, 2022 | wealthmanagement.comeMoney Advisor LLC hired Susan McKenna as head of marketing on Jan 1st 18'.
Financial planning software provider eMoney Advisor has named Susan McKenna as its new CEO, effective this week.
Jan 1, 2022 | wealthmanagement.comeMoney Advisor LLC hires Rachel Eccles
eMoney Advisor, a technology solutions and services firm, has announced the appointment of Rachel Eccles, senior vice president of marketing, and Morgan Jones, senior vice president of sales, to the firm’s leadership team.
Sep 16, 2022 | planadviser.comeMoney Advisor LLC hired Tom Sullivan as head of product on Jun 28th 22'.
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the appointment of Tom Sullivan to the firm's leadership team as head of product.
Jun 28, 2022 | prnewswire.comeMoney Advisor LLC launches financial planning app for 401 advisors
Later that month, eMoney expanded its offerings, with the launch of a financial planning app for 401(k) advisors.
Aug 16, 2022 | citywire.com