Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 ...

Edelman filed suit in November 2023, alleging that Mariner stole 851 clients, representing more than $621 million in assets under management, by persuading Edelman planners to jump ship, divulge trade ...

Mariner’s recruitment scheme “was calculated to ensure Mariner received Edelman’s trade secrets,” according to amendments made to a lawsuit Edelman first filed in 2023.

Most say retirement means a more active and adventurous lifestyle, according to a 2024 report from Edelman Financial Engines.

We spoke with Ric Edelman, founder of Edelman Financial Engines, to get his perspective on the technology sector. He presents an argument for why investors should stay invested in tech – up to ...

Edelman Financial Engines’ study also found that nearly two-thirds of Americans who don’t view themselves as wealthy believe ...

A recent report from Edelman Financial Engines found that more than a quarter of those surveyed have had fights with extended family over their finances. But financial conversations among family ...

"Americans—even the affluent—aren’t feeling overly confident about the state of their finances," said Amin Dabit, SVP, Head ...

Everything is more expensive now. So it's no surprise that a report from Edelman Financial Engines found 58% of Americans think earning $100K a year is necessary just to avoid worrying about ...