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, ...

Edelman Financial Engines (EFE), a leading wealth planning1 and workplace2 investment advisory firm, today announced the appointment of Tina Wilson as Chief Retirement Officer. Wilson will oversee the ...

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 takes a holistic approach to portfolio management and financial planning. Clients work with a dedicated advisor who consults with experts to plan for every facet of their ...

Edelman Financial Engines (EFE), one of the nation’s largest independent wealth management firms, announced a $175 million equity distribution to its financial planners as part of a firmwide ownership ...

Veteran workplace retirement solutions executive Ralph Haberli has been named president of Edelman Financial Engines, where he will report directly to the wealth management firm’s CEO, Jay Shah, the ...

$175M investment expands equity ownership to all financial planners, reinforcing client-first mission and advancing a human-driven, technology-aided future for financial planning BOSTON--(BUSINESS ...

Edelman Financial Engines is extending its retirement plan advisory and fiduciary capabilities to the small and mid-sized business market. While the firm has long served business owners through its ...

Edelman Financial Engines (EFE), one of the nation’s leading1 independent registered investment advisors, announced the launch of a new integrated, comprehensive workplace retirement solution for ...

Edelman Financial Engines announced a series of senior leadership appointments across its corporate and wealth planning organizations as the company continues investing in growth, planner development, ...