Edelman has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the ...

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

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

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 ...

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

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

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment ...

Choreo has hired longtime wealth management executive Erik Merkau as chief wealth advisory officer, continuing a C-suite buildout led by former Edelman Financial Engines leaders as the Chicago-based ...

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 ...