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, ...

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 released a ground-breaking report that features ...

Edelman Financial Engines has tapped Ralph Haberli to serve as president, marking a key leadership addition for the firm as it looks to expand both its workplace and wealth planning segments. The ...

Edelman Financial Engines acquired Soundmark Wealth Management of Kirkland, Wash., completing its first transaction of 2024. Soundmark manages $453 miilion in assets and serves more than 250 ...

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

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 ...

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 ...

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

Veteran workplace retirement solutions executive Ralph Haberli has been named president of Edelman Financial Engines, where he will report directly to the wealth management firm’s CEO, Jay Shah, the ...

Haberli will serve as Edelman’s second in command and report directly to CEO Jay Shah. Haberli steps into a role aimed at accelerating the company’s strategic growth across both workplace and wealth ...