BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of PRW Wealth Management ...

The Cowans Mitchell Group has joined Baird from Edelman Financial Engines and will operate from offices at 3100 West Ray Road ...

Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), a leading independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of Hasenberg Financial Group ...

A top financial advisor has a surprisingly high recommendation for the percentage of a portfolio that should be allocated to cryptocurrencies. Ric Edelman, founder of advisory firm Edelman Financial ...

Suzanne van Staveren, former chief financial officer of Edelman Financial Services, has joined IMA Financial Group, a Denver-based insurance, financial services, and risk management company. Van ...

The firm’s like-for-like global revenue, excluding currency fluctuations, declined 4% to $950 million last year, compared to ...

Edelman Financial Engines has selected Orion as its wealth technology partner, unifying core advisory functions on a single ...

Haberli will serve as Edelman’s second in command and report directly to CEO Jay Shah. Haberli steps into a role aimed at accelerating the company’s strategic growth across both workplace and wealth ...

Edelman Financial Engines, a registered investment advisor and managed accounts provider with more than $308 billion in assets under management, has shifted its technology stack to Orion. On Thursday, ...