Displaying 25 results
OneSeven welcomes $190M advisor to its growing network
An Ohio-headquartered RIA's newest partner is joining from Edelman Financial Engines.
Edelman buys $1.5B New England retirement firm
The deal for New England Pension Plan Systems is the third acquisition for Edelman Financial Engines this year.
Giant RIAs in old-fashioned donnybrook for advisors and clients
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
Edelman purchases $500M Massachusetts RIA
The acquisition is Edelman’s fifth over the last year.
Edelman buys $425M Oklahoma City RIA
Align Wealth Management, founded in 1994, also has an office in St. Petersburg, Florida.
Jay Shah named CEO at Edelman Financial Engines
Shah, formerly CEO of Personal Capital, will replace Larry Raffone, who will transition to become chairman of the board.
Women gaining traction on investing results, intentions
Women achieve better results than men when they make direct investments.
Edelman acquires $210 million California RIA
Erman Retirement Advisory, which was founded in 2000 by Howard Erman, serves more than 200 clients.
Edelman Financial Engines focuses on tax planning
Last year, the firm acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning.
Diverse voices drive employees’ engagement with financial benefits – and beyond
People are more likely to listen to messages delivered by those who appear to share their identities
Edelman Financial Engines adds to Northern California presence with $490 million deal
The acquisition of Herrmann & Cooke Wealth Management adds 600 new clients to Edelman's base of more than 1.3 million clients.
Edelman Financial Engines acquires $680 million Smart Investor
Boston-based Edelman gets its second deal under its belt and says it's settling in to become a more aggressive buyer of RIAs.
Edelman Financial Engines launches workplace financial wellness platform
Digital content, webinars, educational tools and access to an adviser are part of the offering.
Edelman Financial Engines names new head of technology
One of the largest investment advisers in the U.S. has promoted a relative newcomer to oversee the firm’s technology.
InvestmentNews hosts fifth annual Diversity, Equity & Inclusion Awards
Lifetime Achievement Award winner Eddie Brown recalled starting at T. Rowe Price in 1973 as the stock market went 'straight downhill.' Compared to that, the current market is 'a piece of cake,' he said.
Edelman hires Goldman exec as CFO
Suzanne van Staveren will work on Edelman Financial Engines’ long-term growth strategy and financial objectives.
Rising Star: Pammi Bhullar
Bhullar, who joined Edelman Financial Engines in early 2021 to design and launch its DEI program, said she aims ‘to elevate the voices of all employees.'
Advisers find shelter from vax mandates at Christian RIA
Inspire Advisors recruits a $250 million duo from Financial Engines with promise that it will never require vaccines.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
Coalition calls for retirement security task force
Key retirement industry groups urge President Biden to put in place a coordinated federal approach to the crisis.
- 1
- 2
