Edelman Financial Engines offers holistic financial planning and investment management with a dedicated advisor ...

Edelman Financial Engines (EFE) is a wealth planning firm based in Santa Clara. It serves over 1.3 million clients and managed $308 billion as of June 2025. It delivers retirement, tax, investment, ...

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 ...

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 ...

Edelman Financial Engines CEO Ralph Haberli says the number of clients that have converted from the workplace side to the ...

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 ...

Edelman Financial Engines, the registered investment advisor with more than $287 billion in assets under management, has hired Ralph Haberli as its new president. Haberli joins from Capital Group, ...

Edelman Financial Engines, an independent wealth planning and workplace investment advisory firm, has made a new acquisition expanding its presence in the Midwest and strengthening its estate planning ...

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE's planning teams. EFE, one of the ...

A pair of former Edelman Financial Engines advisors is going to court to break their non-solicitation contracts, claiming that rumors of a failed sale of the firm had “reduced employee and client ...

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 ...