Browsing Tag
Edelman Financial Engines
29 posts
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
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