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

In addition, LPL hires a corporate strategy head from Edward Jones, Vanguard promotes for personal investor lead, and ...

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

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 ...

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 ...

BOSTON--(BUSINESS WIRE)--Recent insights 1 from Edelman Financial Engines (EFE) reinforce a striking trend in how Americans think about retirement: specifically, they imagine these years to be more ...

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, an independent wealth planning and workplace investment advisory firm, has made a new acquisition expanding its presence in the Midwest and strengthening its estate planning ...

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 ...

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 ...