Edelman Financial Engines

Edelman Financial Engines is an American financial advisory firm offering financial planning and investment management services.

• 2021.05.19

  Reported2021.05.19

  Edelman Financial Engines announces acquisition of Viridian Advisors[1]Edelman Financial Engines宣布收购Viridian Advisorswealthmanagement.com

  Edelman Financial Engines announced that it had acquired Viridian Advisors, a financial and tax planning firm with $846 million in assets. The deal was expected to close in the second quarter.

• 2019.11.13

  Reported2019.11.13

  RetireOne acquires EF Legacy Securities[2]RetireOne 收购 EF Legacy Securitiesprnewswire.com

  RetireOne purchased EF Legacy Securities from Edelman Financial Engines. RetireOne said the acquisition expands its capabilities and that it will service and support the broker-dealer's existing accounts.

Read more

1. 1Edelman Financial Engines宣布收购Viridian Advisorswealthmanagement.com
2. 2RetireOne 收购 EF Legacy Securitiesprnewswire.com
3. 3RetireOne Acquires Edelman Platform to Help RIAs Offer Fee-Only Annuitieswealthmanagement.com