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Principal partners with Edelman Financial Engines to offer participant advice
Employees of select large client plans can use an array of tools and speak with an adviser.
Ric Edelman stepping down from current role at Edelman Financial Engines
Edelman will stay on as a strategic adviser, a board member and the firm’s largest individual shareholder. Currently, he serves as the firm's chairman of financial education and client experience.
Edelman Financial Engines acquires tax-oriented firm
Viridian Advisors, an $846 million RIA, will bring CPAs and tax expertise to Edelman.
Warburg Pincus takes stake in Edelman Financial Engines
Hellman & Friedman, which bought a stake in Edelman in 2015 and combined it with Financial Engines in 2018, will remain majority shareholder.
Fiduciary leader Phyllis Borzi joins Edelman Financial Engines board
Former Labor Department assistant secretary and mother of the DOL fiduciary rule signs on with largest registered investment adviser.
