Daily Archives: February 2, 2015

Fidelity Acquires eMoney Advisor PFM Dashboard, Gets Financial Planning Software Thrown In?

By Michael Kitces The news this morning is that Fidelity Investments has agreed to acquire financial planning software company eMoney Advisor for an …read more Source:: Nerd’s Eye View

Picking The “Best” CRM For Your Financial Advisory Firm – ActiFi’s CRM Selection Tool And Software Reviews

By Michael Kitces As the nature of financial advisory firms have evolved over the years, so too have the tools used to support …read more Source:: Nerd’s Eye View