The active fund for US investors will try to beat a global index, the MSCI All-Country World Index.
The insurance company's chief growth officer succeeds Walter White, who will retire at year-end.
Hellman & Friedman, which bought a stake in Edelman in 2015 and combined it with Financial Engines in 2018, will remain majority shareholder.
Fuller, who had been executive vice president of Lincoln Group, succeeds Mark Mullin, who becomes board chairman.
The eight-adviser Monteverde Group is based in Pittsburgh.
Kurt Wolfe, securities attorney with Troutman Pepper, discusses the final updated rules from the SEC on adviser marketing. The rule hasn't changed in nearly 40 years, so Jeff, Bruce, and Kurt have plenty to discuss, including what is allowed in the new guidelines, differences for brokers vs. advisers, and more.
Patrick Duke and Paul Haarman of APEG Investors allegedly kept $2.6 million of what they raised from investors.
Unison Risk Advisors and TAG Advisors are launching pooled employer plans.
Maentz Machlovitch Group in Los Angeles specializes in working with Native American tribes.
The Fox Alliance, a 15-person team that includes six advisers, is based in Austin, Texas.
