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 Soundmark Wealth ...

BOSTON--(BUSINESS WIRE)--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 ...

In its latest research, Tiburon Strategic Advisors looked to make sense of the growing online advice market that now consists of more than 50 companies managing $250 billion in assets. Tiburon ...

In 2015, a slow, significant melding of wealth management companies began. Financial Engines, a publicly traded RIA to more than nine million 401(k) participants, bought The Mutual Fund Store, an RIA ...

Edelman Financial Engines has announced the acquisition of Hasenberg Financial Group, a Wisconsin-based RIA managing more than $300 million in assets for over 750 clients. The move unveiled on Monday ...

The company said it gave $175 million worth of equity stakes to all of its roughly 360 financial planners. Edelman Financial Engines has given $175 million worth of equity stakes to all of its ...

Edelman Financial Engines has tapped Ralph Haberli to serve as president, marking a key leadership addition for the firm as it looks to expand both its workplace and wealth planning segments. 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 ...

Financial Engines sold 1,452,015 shares, decreasing its position value by $127.13 million. The transaction represented a 0.19% change in 13F reportable assets under management (AUM). Post-trade ...

Edelman Financial Engines is making life easier for advisors who custody with TCA by E*Trade. The custodian now has an “expansive custody relationship” with the hybrid advisor, according to an ...

Edelman Financial Engines is buying Hasenberg Financial Group, a registered investment advisor with roughly $300 million in client assets. Known for its focus on estate planning and financial ...