Recent events
Recent events tied to this brand in public sources.
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2021
Edelman Financial Engines announces acquisition of Viridian Advisors
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
RetireOne acquires EF Legacy Securities
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.