AlTi Tiedemann also names a new co-head of wealth planning, SEI promotes Jeff Benfield to chief product officer and LPL has a ...

The veteran executive will oversee advisor development and planning infrastructure as the Chicago-based RIA leans harder into ...

Edelman Financial Engines filed a lawsuit Friday against Mariner Wealth Advisors, accusing the smaller RIA of luring away Edelman’s financial advisors, defaming the firm and incentivizing them to ...

Edelman Financial Engines (EFE) is a wealth planning firm based in Santa Clara. It serves over 1.3 million clients and managed $308 billion as of June 2025. It delivers retirement, tax, investment, ...

Long-time financial advisor Ric Edelman announced plans this week to step back from his role as chairman of financial education and client experience at Edelman Financial Engines, the firm created ...

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO. Edelman Financial Engines LLC on Thursday announced the acquisition ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent financial planning and investment advisor, has been selected by Principal Financial Group ®, a global leader ...

Ric Edelman, founder of the $270 billion Edelman Financial Engines, will step down from his role as chairman of financial education and client experience, and transition to a new role as strategic ...

A 30-year-old registered investment advisory firm with three financial planners and two other employees joined Edelman Financial Engines in the company's fourth acquisition of the past 12 months. "We ...

It’s been a year of change for popular financial adviser Edelman. In 1986, Edelman and his wife, Jean, founded Edelman Financial Services. In 2018, the firm merged with a West Coast firm to form ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines today announced that founder Ric Edelman will transition at the end of the year from his role as Chairman, Financial Education and Client Experience.