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CBH Virtus Convertible and Income 2024 Target Term Fund

8.95
0.01 (0.11%)
15 Jun 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type
Virtus Convertible and Income 2024 Target Term Fund NYSE:CBH NYSE Common Stock
  Price Change % Change Share Price High Price Low Price Open Price Shares Traded Last Trade
  0.01 0.11% 8.95 8.97 8.94 8.94 22,480 01:00:00

eMoney Advisor Reaches $100 Billion on AdvisorPlatform(TM)

20/11/2006 4:53pm

PR Newswire (US)


Virtus Convertible and I... (NYSE:CBH)
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Leading Wealth Planning Solution Continues to Grow, Doubling Assets Under Administration in Just Eight Months CONSHOHOCKEN, Pa., Nov. 20 /PRNewswire/ -- eMoney Advisor, a leading provider of comprehensive wealth and goal planning solutions, today announced that it has more than $100 billion in assets administered on a daily basis. This is a 100 percent increase in funds administered by eMoney over the last eight months. eMoney offers an aggregated view of clients' financial portfolios, and is used by the top advisors at leading financial services firms such as MassMutual Financial Group, The Guardian Life Insurance Company, New York Life, MetLife, The New England, PricewaterhouseCoopers, Linsco Private Ledger (LPL), Century Business Services, Inc. (CBIZ), Principal Financial Group, National Life and Ameritas/Acacia. eMoney Advisor was acquired by NJ-based Commerce Bancorp in January 2006 - uniting "America's Most Convenient Bank" with America's best online wealth management system. Since then the number of advisors and their clients utilizing eMoney has continued to climb dramatically with a 70 percent increase in advisors and 114 percent increase in clients. "The need for innovating planning solutions and dynamic real-time data continues to fuel our growth," said eMoney Advisor CEO and founder Edmond Walters. "The volume of assets we administer will steadily skyrocket, reaching $1 trillion by 2009." eMoney aggregates all of a client's holdings and debt, including real estate, credit cards, mortgages and those assets held away, as part of its wealth management solution for advisors. The system seamlessly integrates aggregated data, and flows it through its comprehensive planning center. As a result, all accounts, balances and cash flows are updated nightly and planning can be performed on a daily basis. About eMoney Advisor eMoney Advisor, based in Conshohocken Pennsylvania, is a wholly owned subsidiary of Commerce Bancorp. eMoney's AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. With the AdvisorPlatform, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date and monitoring significant changes in their clients' financial status. About Commerce Bank Commerce Bank, "America's Most Convenient Bank," is a leading retailer of financial services with more than 400 convenient stores in Metropolitan New York, Metropolitan Philadelphia, Metropolitan Washington, D.C. and south Florida. Headquartered in Cherry Hill, New Jersey, Commerce Bancorp (NYSE: CBH) has assets that exceed $43 billion. Commerce Bank ranked number one in customer satisfaction among retail banks in the New York metropolitan area in the J.D. Power and Associates 2006 Retail Banking Satisfaction Study(SM). For more information about Commerce, visit the company's interactive financial resource center at http://www.commerceonline.com/. DATASOURCE: eMoney Advisor CONTACT: David Zweifler, , or Andrew Worob, both of G.S. Schwartz & Co. Inc. for eMoney Advisor, +1-212-725-4500, Fax: +1-212-725- 9188 Web site: http://www.emoneyadvisor.com/ http://www.commerceonline.com/

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