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Edelman Financial Engines Picks Up PRW Wealth Management

Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year. ....

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Edelman acquires Align Wealth Management | Financial Planning

Edelman acquires Align Wealth Management | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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US in the news: EP Wealth Advisors makes managerial reshuffle

International-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers. ....

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EFE Names Former Personal Capital Head Jay Shah as CEO

Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes the role of chairman. ....

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Edelman Financial Engines names Jay Shah as next CEO | Pensions & Investments

Jay Shah was named CEO of managed account provider and investment advisory firm Edelman Financial Engines. ....

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