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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
