The firm also launched an insurance division and made its first acquisition.
Overall, Americans are feeling more experienced at investing, a survey from Hearts & Wallets shows.
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
InvestmentNews celebrates 100 top finance professionals who have made a significant impact on our industry.
The deal for New England Pension Plan Systems is the third acquisition for Edelman Financial Engines this year.
The investment will support the fast-growing firm's expansion plans.
Economists believe core inflation will return to target by end of 2024.
Agency says key countries are showing signs of economic slowdown.
Most groups will be unhappy with the compromises in the pact, but the talks reflect powerful demand for clean energy.
Merrill has consistently been the brokerage firm paying the lowest rates on swept cash, according to a suit filed by Merrill Edge client.
The bank's offers to a limited number of staff are part of the Wall Street giant's continued restructuring efforts.
Survey reveals most advisors think 2-year US Treasury has peaked as clients shift more assets into fixed income.
The firm has seen exponential growth and expanded its footprint.
In theory there will be a shift, but don’t expect it to happen fast.
$5T fund has made a significant increase in fossil fuels since new regs were introduced.
The firm is targeting $1 trillion in assets by 2026.
Of the US economy's three options — soft landing, recession or reacceleration — the first seems the most likely.
The wirehouse is emphasizing better pay for advisors who sell alternative investments and offer loans to clients.
Advisor has made it his mission to help fellow immigrants navigate the financial landscape.
‘Actually getting to work one-on-one with people just really hit home for me’
