$287B Edelman Financial Engines Adds Capital Group Alum as President
Wealth Management
JUNE 9, 2025
Ralph Haberli joins Edelman Financial Engines as president, tasked with improving workplace offerings and expanding the firm's national footprint.
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Wealth Management
JUNE 9, 2025
Ralph Haberli joins Edelman Financial Engines as president, tasked with improving workplace offerings and expanding the firm's national footprint.
Wealth Management
JUNE 25, 2025
Valli Nachiappan, who most recently led product and artificial intelligence integration for Zendesk, brings her software engineering and AI expertise to Orion.
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The Big Picture
JANUARY 14, 2023
This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. We discuss how Engine No. The post MiB: Jennifer Grancio, Engine No.
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
Wealth Management
NOVEMBER 16, 2023
Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.
Wealth Management
OCTOBER 25, 2024
The company's proprietary insights engine has been added to its Wealth Co-Pilot to help deliver personalized advice.
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.
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.
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.
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.
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.
Wealth Management
MAY 13, 2024
The more fine-tuned the questions, the better the responses will be.
Nerd's Eye View
JULY 11, 2025
Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)
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.
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.
Trade Brains
JULY 5, 2025
Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited were currently trading at Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs.
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.
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.
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.
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.
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.
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
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 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.
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 ).
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.
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."
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.
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.
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.
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.
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.
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"
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.
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
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.
Trade Brains
JULY 2, 2025
EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. Some examples are Larsen &Toubro as well as Engineers India Limited. Larsen & Toubro Larsen & Toubro Ltd is an Indian multinational that works in engineering, construction, and manufacturing.
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.
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.
Wealth Management
MARCH 14, 2025
Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.
Abnormal Returns
JULY 11, 2025
podcasts.apple.com) Danny Crichton and Laurence Pevsner talk with Yoni Applebaum, author of “Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity.” : How Money & Markets Really Work." riskgaming.com) Katie Gatti Tassin talks status and gender with sociologist Tressie McMillan Cottom.
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.
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.
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
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