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

Edelman Financial Engines has appointed Michael Liersch as its first chief planning officer, expanding its executive leadership team as the firm sharpens its focus on delivering integrated financial ...

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

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, ...

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 ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today released a ground-breaking report that features ...

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 ...

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 ...

Edelman Financial Engines, an independent wealth planning and workplace investment advisory firm, has made a new acquisition expanding its presence in the Midwest and strengthening its estate planning ...

Edelman Financial Engines, the registered investment advisor with more than $287 billion in assets under management, has hired Ralph Haberli as its new president. Haberli joins from Capital Group, ...

Edelman Financial Engines (EFE) today announced the appointment of Ralph Haberli as Acting CEO. Mr. Haberli succeeds Jay Shah, who has decided to step down after an effective period in which he ...