In her decision, Judge Maryellen Noreika claimed Prime Capital had “taken an act-first, ask-for-forgiveness-later approach” ...

CFO Doug Moore and EVP of financial planning Sarah Mouser will both work remotely for Merit. “I think the RIA of the future ...

Edelman Financial Engines brings on Steve Gaven as CFO and restructures its wealth planning leadership with several new hires ...

The firm specializes in serving executives in the pharmaceutical and life sciences industries, providing them with strategic counsel in financial planning, employee benefits and tax planning. We ...

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 ...

Edelman Financial Engines (EFE) announced today a series of senior leadership appointments across its corporate and wealth planning organizations, reinforcing the firm's continued momentum and ...

According to a Kansas federal court, both parties agreed to move the trial start date from July to December to avoid the impact of several World Cup matches in Kansas City.

Edelman Financial Engines announced Wednesday that Jay Shah, the former president of Empower Retirement’s Personal Capital, will become the firm’s CEO as of August 18. EFE’s current CEO, Larry Raffone ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines, the nation’s top independent financial planning and investment management firm, today announced the acquisition of Viridian Advisors, an independent ...

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 ...

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 ...