A former Edelman Financial Engines advisor who left the firm is suing to void his non-solicitation…
Tag: Edelman
TaxStatus Adds Edelman, Clarke to Board of Directors
TaxStatus, an IRS account monitoring service, has added Ric Edelman, founder of Edelman Financial Engines, and…
Chorea Names Growth Head from Edelman; $3B Cherry Creek Hires John Hopkins’ CIO
Choreo Adds Another Edelman Alum to Strengthen CPA Network Choreo, a $27 billion Chicago-based registered investment…
Investor Sues Edelman Financial Engines Over Crypto Scam Losses
A New York-based investor accused Edelman Financial Engines of “legitimizing illicit, fraudulent transactions on cryptocurrency” when…
Choreo Appoints Former Edelman Financial Engines Exec as New CEO
Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business…
$290B Financial Advisor Ric Edelman Boosts Crypto Allocation Recommendation
Prominent financial advisor Ric Edelman says investors should consider putting as much as 40% of their…
Edelman Financial Engines Hires Ralph Haberli as New President
Edelman Financial Engines, the registered investment advisor with more than $287 billion in assets under management,…
Edelman Acquires $426M Cahill Wealth Management
Edelman Financial Engines, the registered investment advisor with more than $293 billion in assets under management, has…