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Podcast: Wharton FinTech Podcast
Episode: The Future of Financial Advice with Jess Liberi, Head of Product at eMoney
Description: On today’s episode, Ryan Zauk is joined by Jess Liberi, Head of Product for eMoney, a Fidelity-owned company.
eMoney is a company most people aren’t familiar with, but many have been affected by. eMoney is a software company that empowers financial advisors with the tools to create robust financial plans, set savings, investing, and spending goals, conduct cash flow analysis, and much more. eMoney is used by over 70,000 financial professionals across a wide variety of practices in the US, reaching the financial future of ~5 million US households.
It’s been trendy over the last decade to claim that financ...