eMoney

You’d expect a gathering of over 1,300 financial professionals under one roof to be bullish on the future of financial advising. But as it turns out, it’s not really about financial advice as a whole—it’s about the right financial advice. The future will be most kind to...

In Episode 2 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Celeste Revelli, director of financial planning at eMoney, and Eric Roberge, founder of Beyond Your Hammock, about what steps young professionals can take to stay on top of...

In Episode 1 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with eMoney CEO Ed O’Brien and Pamela Capalad of Brunch & Budget, as they discuss the recent results of a survey that found more than half of Americans avoid discussing...

Benzinga was at this week's eMoney Summit 2018 in Orlando, and one of the biggest developments at theconference was the integrations of eMoney’s system with the salesforce.com, inc. (NYSE: CRM) platform to create a seamless workflow for users. We spoke with Ilan Davidovici,...

A recent comprehensive survey of 458 financial advisors conducted by eMoney and Fidelity revealed a common set of traits among the most successful advisors. These traits include embracing change, learning new strategies, challenging conventions, focusing on forward thinking and staying nimble....