Tag: Edelman Financial Engines

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...

The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...

Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.

Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...

Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.

Experts recommend providing appropriate interpretation and practical implications of longevity terminology.

Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.

The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.

Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.

Gilfedder received an internal promotion effective March 1, having been with the firm since 2014.