But 2025 is the year he has decided to take the independent route and launch Strodtman Wealth Management by partnering with ...

Edelman Financial Engines has filed additional allegations against rival Mariner Wealth Advisors in an ongoing suit over alleged poaching of advisors, trade secrets and at least 851 clients ...

So finds Edelman Financial Engines in its 2024 report which was conducted by surveying more than 3,000 adults aged over 30, ...

Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 ...

“That just might not be it.” More than one-third, or 37%, of Americans want a retirement that looks different from previous ...

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast ...

We spoke with Ric Edelman, founder of Edelman Financial Engines, to get his perspective on the technology sector. He presents an argument for why investors should stay invested in tech – up to ...

Edelman Financial Engines’ study also found that nearly two-thirds of Americans who don’t view themselves as wealthy believe ...

In addition to co-founding Edelman Financial Engines, what is now the nation’s largest independent Registered Investment Advisory firm serving 86,000 households and more than one million 401(k ...

A recent report from Edelman Financial Engines found that more than a quarter of those surveyed have had fights with extended family over their finances. But financial conversations among family ...