The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...

Edelman opposes Prime Capital's bid to pause lawsuit over alleged trade secret theft and advisor recruitment scheme ...

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

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 ...

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE's planning teams. EFE, one of the ...

Suzanne van Stavern has left Edelman Financial Engines to join IMA Financial Group. Edelman is currently searching for a new ...

In addition, LPL hires a corporate strategy head from Edward Jones, Vanguard assigns its personal investor division to its ...

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 ...

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 ...

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 ...

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 ...

As every generation reaches retirement age, this hugely transformative – and often challenging – phase of life evolves. In 2025, retirement for many Americans is so different from how it would have ...