Edelman Financial Engines started what looks like a trend of more wealth management acquisitions in 2024 by announcing Monday that it is bringing on Kirkland, Washington-based Soundmark Wealth ...
Soundmark Wealth Management LLC trimmed its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 29.0% during the first quarter, Holdings Channel reports. The firm owned 460 ...
Edelman Financial Engines, the registered investment advisor with more than $270 billion in assets under management, has acquired Soundmark Wealth Management, a Kirkland, Wash.-based RIA with more ...
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