Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James ...

Most say retirement means a more active and adventurous lifestyle, according to a 2024 report from Edelman Financial Engines.

Edelman filed suit in November 2023, alleging that Mariner stole 851 clients, representing more than $621 million in assets ...

The amended complaint, which adds to allegations first brought in November 2023, specify that 11 advisors who were lured away between June 2021 and December 2024, and names Mariner CEO Marty Bicknell ...

Mariner’s recruitment scheme “was calculated to ensure Mariner received Edelman’s trade secrets,” according to amendments ...

In addition to co-founding Edelman Financial Engines, what is now the nation’s largest independent Registered Investment Advisory firm serving 86,000 households and more than one million 401(k ...

Edelman Financial Engines’ study also found that nearly two-thirds of Americans who don’t view themselves as wealthy believe ...

We spoke with Ric Edelman, founder of Edelman Financial Engines, to get his perspective on the technology sector. He presents an argument for why investors should stay invested in tech – up to ...

A recent report from Edelman Financial Engines found that more than a quarter of those surveyed have had fights with extended family over their finances. But financial conversations among family ...

"Americans—even the affluent—aren’t feeling overly confident about the state of their finances," said Amin Dabit, SVP, Head ...