Edelman Financial Engines said Wednesday that it is increasing its tax planning services to enable its planning team to conduct tax consultations with in-house certified public accountants and also expand the firm’s access to tax planning software.
Edelman Financial Engines is a giant financial planning and advisory firm, with 145 offices and $241 billion in client assets.
Last year, Edelman Financial Engines acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning services to individuals, families and businesses, according to a statement by the company. With this acquisition, the firm added a team of CPAs, financial advisers and client service associates to its nationwide network that now serve as the core of the firm’s tax planning and support team.
Edelman Financial Engines is also scaling its tax planning capabilities with the deployment of Holistiplan, a leading tax planning software solution.
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.
The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.
Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
