Browsing Tag
Edelman Financial Engines
26 posts
Edelman Financial Engines Brings in New President
Ralph Haberli has previous experience working for Capital Group and BlackRock, among other firms
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
Demand for Retirement Income Planning Rising: Edelman Study
People with or without an advisor report retirement income planning to be the top area where they need more support, new EFE research finds
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