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Edelman snaps up $453M investment advisory firm

Edelman snaps up $453M investment advisory firm
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Edelman Adds $453M Soundmark Wealth Management

Edelman Adds $453M Soundmark Wealth Management
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United statesSuzanne van staverenWarburg pincusEdelman financial enginesSoundmark wealth managementBill schultheisPacific northwestFinancial enginesNew england pension plans systemsEngland investment

Financial Advisor IQ - Content Page

Financial Advisor IQ - Content Page
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United statesRhode islandSergio decurtisSuzanne van staverenWarburg pincusEdelman financial enginesEngland pension plan systemsNew england investment consultantsChief executive officer sergio decurtisNew england securities

Edelman Financial Engines Acquires New England Pension Plan Systems

Edelman Financial Engines Acquires New England Pension Plan Systems
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United statesRhode islandDavid devoeSergio decurtisSuzanne van staverenHerrmann cookeKupfer associatesBaker mckenzieDevoe companyCerulli associates topEdelman financial enginesKl gatesFinancial enginesNew england pension plan systemsNew england investment consultantsNew england focused

Edelman buys $1 5B New England retirement firm

Edelman buys $1 5B New England retirement firm
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Rhode islandUnited statesSergio decurtisHermann cookeSuzanne van staverenEdelman financial enginesEngland pension plan systemsEngland investment consultantsAlign wealth managementErman retirement advisorySmart investorFinancial engines