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.

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.”

December 24, 2008
“eMoney Advisor Launches iPhone app”



By Dan Butcher
eMoney Advisor, a wealth and goal-planning service provider for financial advisors has released eMoney Mobile for iPhone and iPod touch. This new application provides licensed advisors and their clients with access to financial data using eMoney's 360 & 360 Pro software suite. eMoney Mobile is available via Apple's App Store.

October 1, 2008
“On the Side”



By Gwen Moran
It was truly a Cinderella story. In 2000, Edmond Walters took the knowledge he had gained from years of working as a financial planner and developed a Conshohocken, Pa.-based online company called eMoney Advisor.

August 4, 2008
“Make clients' data meaningful”


By Edmond Walters
Just as we saw Woodstock as the harbinger of a significant change, we can point to a movement focused on the customer, not products, that leverages information and technology to deliver better service. It is called an information under management strategy, and with it, financial advisers can anticipate what clients need, or might be interested in, and find the right products or strategies to meet those needs.

January 28, 2008
“Wealth managers emphasize intergenerational planning”


By Charles Paikert
"We're seeing more firms with clients from different generations," said Matthew Schulte, senior vice president of financial planning for eMoney Advisor Inc. in Conshohocken, Pa. "Everybody is fighting for assets under management, and one of the best ways to secure that is to work with the next generation."

January 14, 2008
“Financial advisors looking for silver lining in the clouds”


By Charles Paikert
Anxious clients should also be advised to make sure they have cash for an emergency reserve, said Paul McClatchy, vice president of financial planning at Conshohocken, Pa.-based eMoney Advisor Inc. And clients concerned about job security should be told to open up a line of credit, he said. "That's something they can't do when they lose a job," Mr. McClatchy said.

January 8, 2008
“Financial advocate for the family”



By Edmond Walters
The financial advocate for the family does not threaten existing relationships, but instead collaborates with those professionals in the common pursuit of serving the client's needs. In other words, the financial advocate for the family becomes the de facto leader of the advisory team.

January 7, 2008
“Technology efforts this year might lure people to the web”


By Davis J. Janowski
Edmond Walters, chief executive of eMoney Advisor Inc. in Conshohocken, Pa., said that the days of spending a lot of money on product-focused web pages were over. His company surveyed the advisers who used its popular software and found they wanted to see a stronger focus next year on the client-side experience.