Wealth Management

AUGUST 4, 2022

Edelman acquires a Northern California firm with small retirement plan capabilities as it moves to incorporate more M&A into growth strategy.

Engineering 313

Engineering Retirement Planning Retirement Planning 313

Abnormal Returns

JUNE 13, 2025

Crypto Every big company seemingly wants their own stablecoin. wsj.com) Companies are following a Bitcoin treasury model because it works, for now. ft.com) Another day, another Bitcoin-focused company. theblock.co) Private equity There's really one reason why private equity managers are going down market.

Engineering 157

Engineering Medicine Pharmaceutical Communication 157

Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 240

Engineering Financial Advisor Management Clients 240

Wealth Management

NOVEMBER 14, 2023

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.

Engineering 314

Engineering Communication Clients Marketing 314

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 284

Engineering Assets Clients Investing 284

Wealth Management

NOVEMBER 18, 2022

Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

Engineering 273

Engineering Clients 273

Wealth Management

MAY 13, 2024

The more fine-tuned the questions, the better the responses will be.

Wealth Management 271

Wealth Management Engineering Management 271

Wealth Management

FEBRUARY 26, 2025

Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent.

Engineering 216

Engineering Valuation 216

Trade Brains

JUNE 8, 2025

crore, the shares of Patel Engineering Ltd. Furthermore, Patel Engineering faces key concerns, with 89 percent of promoters holding pledged, management plans to address this with lenders. Patel Engineering targets Rs 40,000–50,000 crore in FY26 bids, with a 15–20% historical success rate. closed at Rs 42.71 crore in FY25.

Engineering 85

Engineering Marketing Marketing Transportation 85

Abnormal Returns

JUNE 16, 2025

wealthmanagement.com) Edelman Financial Engines is reportedly for sale. (nadig.com) The biz Blackrock ($BLK) will soon an indirect majority stake in Lido Advisors. riabiz.com) How Robinhood ($HOOD) plans to send leads to TradePMR. semafor.com) The model portfolio business continues to take share.

Estate Planning 157

Estate Planning Compliance Engineering Retirement 157

Nerd's Eye View

NOVEMBER 11, 2024

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. As a starting point, understanding the wide variety of marketing tasks that can be outsourced can be beneficial.

Marketing 245

Marketing Marketing Communication Engineering 245

Wealth Management

JUNE 10, 2025

See more from Alex Ortolani You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news RIA Former Mariner Director To Lead Cetera RIA Channel Former Mariner Director To Lead Cetera RIA Channel Jun 10, 2025 Lido Advisors RIA Lido Advisors Adds $830M Firm, Boosting Michigan (..)

Wealth Management 175

Wealth Management Engineering Estate Planning Management 175

Wealth Management

NOVEMBER 26, 2024

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

Financial Advisor 292

Financial Advisor Startup Engineering Planning 292

Wealth Management

NOVEMBER 7, 2023

FMG Suite, Bento Engine, Asset-Map, Holistiplan and FP Alpha were among the companies highlighting new developments during the virtual conference.

Engineering 317

Engineering Assets 317

Wealth Management

JULY 31, 2024

The $170 million Englert Financial was formerly with Avantax before Cetera purchased the firm, while the $250 million Rizza Financial Engines was previously affiliated with Osaic.

Engineering 284

Engineering 284

Wealth Management

NOVEMBER 17, 2023

Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Wealth Advisor 293

Wealth Advisor Clients Engineering 293

Wealth Management

DECEMBER 6, 2023

New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.

Engineering 293

Engineering Media 293

Wealth Management

OCTOBER 10, 2024

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.

Engineering 261

Engineering Assets Clients Management 261

Wealth Management

JANUARY 23, 2025

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Recruitment 261

Recruitment Engineering Planning 261

The Big Picture

SEPTEMBER 16, 2022

Defraying the cost of the car is the robust market for Porsche engines and transmissions. G50 Engine + trans is particularly sought after). I would prefer not to dissemble a correct numbers-matching ICE 911 in great condition, so the cars that have been modded or engine swapped are top of my list. this 1978 Porsche 911SC ).

Engineering 289

Engineering Numbers Management Marketing 289

Wealth Management

JANUARY 17, 2024

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

Engineering 290

Engineering Clients 290

Wealth Management

MARCH 5, 2025

Edelman Financial Engines claims John Carey violated non-solicitation and trade secret agreements when he moved to Farther, taking 55 clients and over $55 million in AUM.

Clients 258

Clients Engineering 258

Wealth Management

DECEMBER 12, 2023

Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements.

Recruitment 284

Recruitment Wealth Advisor Engineering 284

Wealth Management

JANUARY 31, 2024

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line.

Engineering 293

Engineering 293

Wealth Management

DECEMBER 19, 2023

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Engineering 273

Engineering Clients Management 273

Wealth Management

NOVEMBER 17, 2023

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Clients 274

Clients Engineering 274

Wealth Management

APRIL 18, 2024

Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.

Engineering 271

Engineering 271

Wealth Management

MAY 23, 2023

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

Wealth Management 273

Wealth Management Engineering Management Marketing 273

Wealth Management

OCTOBER 4, 2023

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

Engineering 273

Engineering 273

Wealth Management

MARCH 14, 2025

Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.

Engineering 236

Engineering 236

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 319

Engineering Portfolio Management Assets 319

Wealth Management

APRIL 18, 2023

Julie Littlechild's practice management consultancy's recently launched "Engagement Engine" wants to drag the client survey into the digital age.

Clients 261

Clients Engineering Consulting Management 261

Trade Brains

JULY 1, 2025

Hindustan Aeronautics Hindustan Aeronautics Limited is an India-based company that is engaged in the design, development, manufacture, repair, overhaul, upgrade, and servicing of a wide range of products, including aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures. With a market capitalization of Rs 3.28

Banking 115

Banking Engineering Numbers Financial Services 115

Tobias Financial

JUNE 16, 2025

When a warning light appears on your car’s dashboard, it prompts you to take action before a minor issue becomes a costly repair. In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Trade Brains

JUNE 20, 2025

Elecon Engineering Company Limited With a market cap of Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. 644 on Friday. percent stake in the company.

Engineering 104

Engineering Manufacturing Pharmaceutical Transportation 104

Abnormal Returns

FEBRUARY 13, 2025

Books An excerpt from Yoni Appelbaums new book, "Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity." theatlantic.com) An excerpt from "Humans: A Monstrous History" by Surekha Davies. lithub.com) An excerpt from "The Technological Republic: Hard Power, Soft Belief, and the Future of the West" by Alexander C.

Engineering 157

Engineering Management 157

Wealth Management

JULY 1, 2025

Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position. Related: Mercer Acquires $1.1B Vest Financial Services, as president.

Wealth Management 185

Wealth Management Estate Planning Planning Clients 185