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The $300 billion RIA brings on Steve Gaven from SageView Advisory and names Ro Mehrotra to lead its wealth planning division, among other executive shifts.
Edelman Financial Engines commits $10M to establish Rowan University’s School of Financial Planning, addressing the advisor shortage and advancing CFP education.
In its latest motion, Edelman called for a “broader, emergency order” after alleging an Edelman planner jumped to Prime Capital and tried to take clients with him.
Rowan University has announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School of Financial Planning. Designed to address the nation’s...
The firm’s net income before partner allocations climbed 5.5% to $541 million, supported by growth in advisory programs and higher market levels.
Goldfin Group's Ryan Guth discusses moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment.
The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors weigh independence against the risks of "poking the be...
The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded Money...
The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.
In her decision, Judge Maryellen Noreika claimed Prime Capital had “taken an act-first, ask-for-forgiveness-later approach” when enticing Edelman advisors to leave the firm.
Rob Bondiman explains how $8 billion VestGen works with its vendors to fuel its proprietary financial planning process.
Empower shows you what you own. Boldin models whether it lasts. Here’s how they compare on planning depth, tax strategy, and advisor access. The post Boldin vs. Empower: Which Reti...
Ricky Smith of Inspired Wealth Planning talks about leaving Edward Jones after 30 years, evaluating 12 firms and building an independent business that grew to $1.25B in assets unde...
Evan Riddell shares how he ensures retirees have financial and personal confidence as they leave work
FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
A FTSE Russell survey shows 77% of affluent investors use financial advisors for alternative investments, yet 30% haven't discussed these options.
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