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EDELMAN FINANCIAL ENGINES


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For more than 30 years, Edelman Financial Engines has been committed to moving
the financial lives of millions of people forward. We were founded on the belief
that everyone deserves access to financial help delivered in their best
interests – always. And our mission is to serve everyday investors across their
entire journey, from their first paycheck through retirement. Today, we are
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recognized by Barron’s five years in a row.* We operate from more than 145
offices** and serve many of the most notable companies in America. We are proud
and honored to be entrusted by 1.3 million households to manage $242 billion in
assets*** and to help them achieve their most important financial goals. Our
unique approach to serving clients combines our advanced methodology and
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personal plan and financial confidence that everyone deserves. * The Barron’s
2022 Top 100 RIA Firms list, a ranking of independent advisory firms, is
qualitative and quantitative, including assets managed by the firms, technology
spending, staff diversity, succession planning and other metrics. Firms elect to
participate but do not pay to be included in the ranking. Ranking awarded in
September 2022 based on data within a 12-month period. Compensation is paid for
use and distribution of the rating. Investor experience and returns are not
considered. The 2018 ranking refers to Edelman Financial Services, LLC, which
combined its advisory business in its entirety with Financial Engines Advisors
L.L.C. (FEA) in November 2018. For the same survey, FEA received a
pre-combination ranking of 12. ** Edelman Financial Engines data, as of Dec. 31,
2022. *** Edelman Financial Engines data, as of Dec. 31, 2022.

Website https://www.edelmanfinancialengines.com/

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Branchen Finanzdienstleistungen
Größe 1.001–5.000 Beschäftigte
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   STAFF SOFTWARE QA ANALYST; RESULTS COACH; TRAINER

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UPDATES

 * Edelman Financial Engines
   
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   The Tax Cuts and Jobs Act of 2017, which reduced taxes for many, could expire
   at the end of next year unless Congress acts to extend it. In this episode of
   #EverydayWealth, Jean Chatzky and wealth planner Isabel Barrow discuss ways
   to start planning for the possibility of higher taxes and different
   strategies that may help lower your tax burden. Tune in:
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   Looking for ways to tackle student loan payments when they start up again in
   October? If you saved extra money during the pause, now is the time to
   consider directing some of those dollars toward a lump-sum payment that chips
   away at your higher interest student debt. Our planner Brian Leslie shares
   his insights on the topic with Money: https://bit.ly/3sZw2Di #FromHereForward
   
   
   STUDENT LOAN BILLS ARE COMING SOON: HERE'S WHAT BORROWERS CAN DO TO PREP
   
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 * Edelman Financial Engines
   
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   No matter how much you’ve already achieved, there are always ways to help
   take your wealth to the next level. Our team is ready to help you build
   towards a brighter financial future, starting with these five key steps:
   https://bit.ly/3Z3gHh8 #FromHereForward
   
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 * Edelman Financial Engines
   
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   On National Day of Service and Remembrance, and in honor of loved ones lost,
   EFE colleagues packed over 1,000 meals at the #911Day Meal Pack events in
   Boston and Houston. Thank you to EFE’s Valor Employee Resource Group for
   sponsoring such an impactful opportunity for colleagues to give back to our
   communities. #FromHereForward #IWillFor911Day #NeverForget
   
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 * Edelman Financial Engines
   
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   The rise of Artificial intelligence (AI) has raised concerns for some when it
   comes to their personal finances. In this episode of Edelman Financial
   Engines’ #EverydayWealth, Jean Chatzky and wealth planner Andy Smith discuss
   the ins and outs of AI, including why you need a human advisor to put the
   “personal” in personal finance. Tune in here to learn more:
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   There are a variety of factors to consider when making a significant
   financial decision – and our planners are here to help you through the
   process. John McCafferty shares how a planner’s insights can help this
   financial decision make sense for you and your timeline, regardless of
   outside influences. Learn more about our financial planning
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 * Edelman Financial Engines
   
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   Federal student loan payments are set to resume in October, creating a
   potential financial shock for many. While interest did not accrue for over
   three years, our planner Brian Leslie shares the value of planning ahead when
   navigating student loan repayment. Read more with Fox Business Network:
   https://bit.ly/47TrLBn #FromHereForward
   
   
   STUDENT LOAN PAYMENTS SET TO RESUME NEXT WEEK: WHAT BORROWERS NEED TO KNOW
   
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   Have generative AI stocks caught your attention? While some of these
   companies are reporting strong earnings and significant jumps on the S&P 500,
   our Chief Investment Officer Neil Gilfedder discusses why you shouldn’t try
   to chase “winners,” but instead focus on long-term diversified investing.
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   Many Americans need $1 million in the bank to feel wealthy, while
   high-net-worth individuals put the bar much higher, according to our Everyday
   Wealth in America report. Our Chief Client Officer Jason Van de Loo shared
   key findings about the perception of wealth with CNBC: https://bit.ly/3P4Xb0s
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   EVEN MILLIONAIRES ARE FEELING FINANCIALLY INSECURE, REPORT FINDS
   
   CNBC.COM
   
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   From investment strategies to personalized guidance, financial advisors can
   help you make informed decisions for your future. Our planner Claire Mork
   shares the primary goals of a financial advisor and the roles of different
   types of advisors in USA TODAY: https://bit.ly/3E7Ai65 #FromHereForward
   
   
   WHAT DO FINANCIAL ADVISORS DO?
   
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Edelman Financial Engines Insgesamt 1 Finanzierungsrunde

Letzte Runde

Privates Eigenkapital 15. Apr. 2021
Externer Crunchbase-Link für die letzte Finanzierungsrunde

Investor:innen

Warburg Pincus
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