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

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

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

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 ...

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

Investopedia spoke with Isabel Barrow at Edelman Financial Engines to discuss the changes the new Social Security Fairness ...

This generation may be managing parental care, supporting adult children, and perhaps still raising kids under 18, however, a majority (54%) believe they need help from a financial professional to ...

Once upon a time, earning six figures was a badge of honor – a golden ticket that signified you'd made it into the upper class. But now? Not so much. Turns out, nearly a quarter of American workers – ...

People today have a very different vision for their golden years. According to an Edelman Financial Engines report, more than a third of Americans (37%) want a retirement unlike that of previous ...

Taxpayers should consider whether strategically “accelerating” their income—and paying tax on it—can reduce what they’ll owe ...