The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO. Edelman Financial Engines LLC on Thursday announced the acquisition ...

Edelman Financial Engines advisors file federal suits challenging non-solicitation contracts, citing California law ...

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, ...

Prime Capital asks federal court to halt Edelman Financial Engines suit alleging coordinated scheme to steal client ...

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to ...

A 30-year-old registered investment advisory firm with three financial planners and two other employees joined Edelman Financial Engines in the company's fourth acquisition of the past 12 months. "We ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm, today announced a new partnership with the George Washington ...

Edelman Financial Engines today named Jay Shah as its new chief executive officer, replacing Larry Raffone, who will become chairman of the board while remaining a “meaningful shareholder,” according ...

Edelman Financial Engines announced Wednesday that Jay Shah, the former president of Empower Retirement’s Personal Capital, will become the firm’s CEO as of August 18. EFE’s current CEO, Larry Raffone ...

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 ...

Ric Edelman, founder of the $270 billion Edelman Financial Engines, will step down from his role as chairman of financial education and client experience, and transition to a new role as strategic ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm, 1 today announced that Suzanne van Staveren has joined the firm ...