Browsing Tag
Edelman Financial Engines
23 posts
Edelman Financial Engines Appoints Neil Gilfedder as CIO
Gilfedder formerly served as senior vice president of the portfolio management team at Edelman, where he represented $242 billion in assets
J.P. Morgan Asset Management Taps Edelman’s Steve Rubino to Lead Retirement Biz
Company also appoints Brant Wong as Head of Retirement Platform across product, service and sales
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
Workplace Financial Wellness Platform Debuts at Edelman Financial Engines
New offering provides digital resources, one-on-one counseling and planning services designed to help employees address key financial moments in life
New 401k Retirement Income Solution Debuts from Edelman Financial Engines
“Income Beyond Retirement” offers flexible investing strategies and ongoing financial advisor support before and during retirement
Edelman Launching New Radio Show, Podcast for Investors
As replacement for long-running “The Ric Edelman Show,” new program will focus on personal finance topics including retirement security and longevity. It was also announced today that Jean Chatzky will be hosting a new radio show/podcast with Soledad O’Brien
Edelman Teams with Principal to Offer 401k Financial Help
Edelman Financial Engines announced today it has teamed up with Principal Financial Group with a new program to…
Episode 22: Ric Edelman on Private Equity in 401ks—Exciting But Complicated
Sponsored By: Private equity and retirement plans – do they belong together? It’s a complicated issue, with…
Full Economic Recovery Will Take 6 Years for Women of Color
We know that the COVID-19 pandemic has negatively impacted women’s personal finances, but just how bad was the…
Yikes! Half of Americans with Incomes Over $100K Think They’ll Never Be Able to Retire
Nearly every household with an income of $100,000 or more saves for retirement, but only half of them…