The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...

Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen ...

Edelman opposes Prime Capital's bid to pause lawsuit over alleged trade secret theft and advisor recruitment scheme ...

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE's planning teams. EFE, one of the ...

Suzanne van Staveren, former chief financial officer of Edelman Financial Services, has joined IMA Financial Group, a Denver-based insurance, financial services, and risk management company. Van ...

Suzanne van Stavern has left Edelman Financial Engines to join IMA Financial Group. Edelman is currently searching for a new ...

The veteran executive will oversee advisor development and planning infrastructure as the Chicago-based RIA leans harder into ...

In addition, LPL hires a corporate strategy head from Edward Jones, Vanguard assigns its personal investor division to its ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), a leading independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of Hasenberg Financial Group ...

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 PRW Wealth Management ...

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 ...

(InvestigateTV) — Security.org’s “2025 Cryptocurrency Adoption and Consumer Sentiment Report” said 28% of Americans own cryptocurrencies. Ric Edelman, best-selling author and founder of Edelman ...