Sveriges mest populära poddar

Wharton FinTech Podcast

Future of Financial Advice with Ed O'Brien, CEO of eMoney Advisor

34 min • 19 januari 2017
Bobby Rosenbleeth chats with Ed O’Brien, CEO of eMoney Advisor, a financial technology company serving more than 40,000 financial professionals nationwide. Featuring an industry leading client portal, collaborative financial planning capabilities, powerful data aggregation services, deep integrations with top third-party applications, and robust business analytics, eMoney’s product suite helps financial advisors build trust, strengthen their relationships, and succeed. Fidelity Investments acquired eMoney in 2015.
Kategorier
Förekommer på
Podcastbild

00:00 -00:00
00:00 -00:00