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 ...

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 ...

Ric Edelman by the end of this year will step back from his role at Edelman Financial Engines, moving further away from the firm he co-founded. According to a statement the company released Monday ...

Edelman Financial Engines has been selected by Principal Financial Group to offer personalized retirement advice and financial well-being guidance to select large employers on its recordkeeping ...

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 ...

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 ...

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 ...