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.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
