Edelman Financial Engines filed a lawsuit Friday against Mariner Wealth Advisors, accusing the smaller RIA of luring away Edelman’s financial advisors, defaming the firm and incentivizing them to ...

Long-time financial advisor Ric Edelman announced plans this week to step back from his role as chairman of financial education and client experience at Edelman Financial Engines, the firm created ...

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, ...

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 ...

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 ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent financial planning and investment advisor, has been selected by Principal Financial Group ®, a global leader ...

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 ...

It’s been a year of change for popular financial adviser Edelman. In 1986, Edelman and his wife, Jean, founded Edelman Financial Services. In 2018, the firm merged with a West Coast firm to form ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines today announced that founder Ric Edelman will transition at the end of the year from his role as Chairman, Financial Education and Client Experience.

One of the largest investment advisers in the U.S. has promoted a relative newcomer to oversee the firm’s technology. Edelman Financial Engines, which manages $275 billion in assets from 1.3 million ...

When Ric Edelman makes a prediction, Main Street investors listen. This time, he’s forecasting a massive rally for Bitcoin and Ethereum next year. “I’m expecting both to rise 50% to 100% in 2026,” ...