eMoney Founder Joins the Board of Plan Recordkeeper Professional Capital Services

#Lifestyle Wealth


Edmond Walters, the founder and former CEO of eMoney Advisor, which was sold to Fidelity in 2015, has joined the board of directors at Professional Capital Services, a retirement plan recordkeeper.

Walters has spent more than two decades in the financial services industry and has positioned himself as a defender of the financial advisor, once promising to “kick the crap out of the B2C robos.”

“Edmond Walters is a pioneer in delivering proven technology that makes doing business easier for advisors,” said Mark Klein, CEO of PCS. “He was FinTech before it was called FinTech; he’s always looking at new ways to bring forward-looking technology to the advisor/client relationship.”

Walters said he plans to help the firm employ technology more effectively.

Most recently, Walters served on the board of Cetera Financial, but stepped down when the firm’s new private equity owner, Genstar, installed a new board of directors.

Marketing automation platform AdvisorStream recently announced the addition of Walters to its board of directors.

https://www.wealthmanagement.com/people/emoney-founder-joins-board-plan-recordkeeper-professional-capital-services

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