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Cementing a long-standing relationship, Fidelity announced it will acquire wealth planning software firm eMoney Advisor.
The terms of the deal were not disclosed. The Conshohocken, Pa.,-based eMoney will remain independent, serving other providers and maintaining its founder Edmond Walters as CEO, though Fidelity will have a majority ownership.
“We have a long track record with many of Fidelity’s 10,000 advisory firm clients and hope to extend our growth among that base,...