An FBI Elder Fraud Report shows scams resulting in financial losses increased 11% in 2023 when the victim was over the age of ...

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

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

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, ...

Only 14% see their vision of retirement matched in pop culture. More than half would pay to relive a day with their kindergarten-age child. 58% would trade a million dollars in retirement savings for ...

Jay Shah is stepping down from his role as chief executive of Edelman Financial Engines, one of the largest wealth management firms in the nation. Shah had served in the role for a little more than ...

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 ...

Edelman Financial Engines (EFE), a leading independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition of Hasenberg Financial Group in Eau Claire, Wisconsin.

Financial advisor Ric Edelman thinks your crypto allocation is probably too low. In a new paper, he highlighted the importance of allocating up to 40% of portfolios to crypto. It's a big change after ...

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about ...