Suzanne van Staveren, who has served as chief financial officer at Edelman Financial Engines since 2022, has left the RIA and ...

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

In other people moves, AlTi Tiedemann names a new co-head of wealth planning, and SEI promotes Jeff Benfield to chief product ...

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

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.

A pair of former Edelman Financial Engines advisors is going to court to break their non-solicitation contracts, claiming that rumors of a failed sale of the firm had “reduced employee and client ...

Before joining Hightower, Lavigne served as vice president and chief compliance officer at Edelman Financial Engines. His ...

Hightower Advisors has hired Bob Lavigne, the former vice president and chief compliance officer of Edelman Financial Engines to oversee the company’s compliance program, regulatory strategy, and risk ...

Several planned changes and potential developments coming in 2026 could boost or trim your personal bottom line. Here are a ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Forum Investment Group ("Forum") today announced the appointment of Jill O'Connell as Chief Human Resource Officer (CHRO). O'Connell joins the firm as a seasoned human capital executive with more than ...

We write stories that make you richer. Take a second right now: Follow us and get tips that will change your life. If you would like to retire within the next 10 years, the numbers matter more. You ...