Edelman Financial Engines filed motions against Prime Capital in three states accusing it of stealing trade secrets and ...

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

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

So finds Edelman Financial Engines in its 2024 report which was conducted by surveying more than 3,000 adults aged over 30, with an oversample of affluent people aged 45 to 70. More than a third (37%) ...

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 ...

“That just might not be it.” More than one-third, or 37%, of Americans want a retirement that looks different from previous generations, according to a 2024 report from Edelman Financial Engines. Most ...

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 ...

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 ...

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 ...