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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
