Financial Advisor

Former Edelman CFO Joins IMA Financial Group

Suzanne van Staveren, former chief financial officer of Edelman Financial Services, has joined IMA Financial Group, a Denver-based insurance, financial services, and risk management company. Van ...
Wealth Management

Edelman CFO Leaves to Join Insurance Brokerage

Suzanne van Stavern has left Edelman Financial Engines to join IMA Financial Group. Edelman is currently searching for a new ...

People Moves: Hightower Hires Compliance Head from Edelman

In addition, LPL hires a corporate strategy head from Edward Jones, Vanguard assigns its personal investor division to its ...
InvestmentNews

Choreo adds Edelman alum Erik Merkau as chief wealth advisory officer

The veteran executive will oversee advisor development and planning infrastructure as the Chicago-based RIA leans harder into ...
Wealth Management

People Moves: Another Edelman Alum Joins $27B Choreo

In other people moves, AlTi Tiedemann names a new co-head of wealth planning, and SEI promotes Jeff Benfield to chief product ...
InsuranceNewsNet

Retirement Reimagined: This generation says it’s no time to slow down

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
Financial Advisor

Hightower Hires Former Edelman CCO

Hightower Advisors has hired Bob Lavigne, the former vice president and chief compliance officer of Edelman Financial Engines to oversee the company’s compliance program, regulatory strategy, and risk ...
Business Wire

Edelman Financial Engines Acquires PRW Wealth Management

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of PRW Wealth Management ...
InvestmentNews

Edelman Financial Engines names Ralph Haberli as president

Edelman Financial Engines has tapped Ralph Haberli to serve as president, marking a key leadership addition for the firm as it looks to expand both its workplace and wealth planning segments. The ...
Business Wire

Edelman Financial Engines Acquires Hasenberg Financial Group

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), a leading independent wealth planning 1 and workplace 2 investment advisory firm, today announced the acquisition of Hasenberg Financial Group ...
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Why a famed financial advisor thinks crypto should be up to 40% of your portfolio

A top financial advisor has a surprisingly high recommendation for the percentage of a portfolio that should be allocated to cryptocurrencies. Ric Edelman, founder of advisory firm Edelman Financial ...
planadviser.com

Ralph Haberli Appointed President of Edelman Financial Engines

Haberli will serve as Edelman’s second in command and report directly to CEO Jay Shah. Haberli steps into a role aimed at accelerating the company’s strategic growth across both workplace and wealth ...