Browsing Tag
Edelman Financial Engines
23 posts
Credit Card Debt, Caregiving Among Key Financial Strains for Participants
Others surveyed by Edelman Financial Engines list inflation and market volatility as top financial worries
Managed Account Participants Contribute Higher Percentage of Income
Edelman Financial Engines report analyzes 20 years of 401(k) managed account data
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions
Edelman Financial Engines Buys $453M Soundmark
The acquisition is expected to expand EFE’s capacity to service clients in the Pacific Northwest
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
Corporate Roundup: Franklin Templeton and TIFIN Partner, EFE Hires CMO
Franklin Templeton and TIFIN collaborate on a financial wellness platform, Edelman Financial Engines hires a new chief marketing officer, and more
Feeling Wealthy Continues to Elude Even the Wealthy
Edelman Financial Engines research shows two-thirds of Americans now believe they would need at least $1 million to feel wealthy
Corporate Roundup: 401GO Launches IRA, Waverly Acquires Prosper
401GO announces the release of its IRA solution, Waverly Advisors announces acquisition of Prosper, and more
American Airlines Pilot Cuts Fidelity and Financial Engines from ESG Suit
The plaintiff dismissed both parties from the suit, leaving American Airlines and its employee benefits committee on as defendants
Jay Shah Named CEO at Edelman Financial Engines
Current CEO Larry Raffone to become Chairman of the Board