Deals & People December 14th, 2023 Edelman Financial Engines Acquires New England Pension Plan Systems The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...
Deals & People May 31st, 2023 Edelman Financial Names Former Personal Capital Head Jay Shah as CEO Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.