Media Coverage

September 8, 2009

"Money is in Motion"  By Edmond Walters

The economic crisis left the financial services industry with a serious black eye. Industry behemoths have fallen. Consumer confidence was shaken to the core. Sadly, customers lost trust in the institutions and advisors they once relied on to help them achieve their goals.

July 11, 2009

Steve Cordasco Interviews eMoney's John DeVincent on the Big Money Radio Show

Big Money really talks and so does Steve Cordasco Saturday and Sunday mornings on The Big Talker, 1210AM. Cordasco provides long-term financial strategies for today's investor. Steve's practical, straightforward advice on big money matters propels listener calls and questions. Cordasco offers the perspective of a seasoned pro on investing in today's market. Steve Cordasco is a Registered Financial Advisor with RBC Wealth Management a member of the NYSE and SIPC and FINRA. Steve specializes in comprehensive retirement and financial planning.

April 10, 2009

“Guardian One Stop Shop for Balanced Living”  By Ben Mattlin

In early 2005, Guardian Life Insurance Company of America (annual revenue: $7.65 billion) had no standardized sales and marketing tool for its 3,000 financial advisors nationwide. After considering several vendors, Guardian opted to build its own proprietary system from scratch. When management presented its vision to eMoney Advisor, a Conshohocken, PA based company, which offers a complete software solution for financial advisors, it found a receptive partner.

March 1, 2009

“NAVA marketing conference notebook”  By Darla Mercado

Edmond Walters was a participant on the panel "The New Way of Thinking About Financial Advice." Mr. Walters' program, eMoney Advisor, allows advisers to create personal home pages for high-net-worth clients and puts together graphic presentations that depict clients' financial plans and products they hold.

February 25, 2009

“Financial planning is art: Techies”  By Darla Mercado

“I’m in a different realm from people who use financial planning tools, but I believe financial planning is an art,” said Edmond Walters, founder and chief executive of eMoney Advisor LLC of Conshohocken, Penn. “It’s a custom situation for clientele. Technology needs to let the reps spend time with the art.”