Edelman Financial Engines has hired Suzanne van Staveren, formerly chief financial officer for Goldman Sachs’ personal financial management group, to be its executive vice president and chief financial officer.
Van Staveren will work on Edelman’s long-term growth strategy and financial objectives and oversee a team of more than 90 professionals at the firm working on finance, strategy and small retirement plans, the company said in a release.
At Goldman, van Staveren helped integrate Ayco, the firm’s workplace financial planning business, and United Capital. Previously, she was chief operating officer of the Americas institutional business within Goldman Sachs Asset Management. Earlier in her career, she worked at Fidelity Investments and AXA in a variety of finance and strategic functions.
The firm's latest additions, led by a second-generation financial advisor, are striking out via its Linsco employee advisor channel.
The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal conversations.
The prospective chair of the agency has pledged to shed conflicted interests and "return common sense to the SEC."
'If I were on the side of Alpine Securities, I’d put all my eggs in the federal court,' one attorney said.
If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of oversight.
Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.
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