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7301 College Boulevard Suite 220

Overland Park, KS 66210

913-319-8100

mutualfundstore.com/

No. advisers: 359

AUM: $9,866,863,103

In the News

Edelman Financial Engines losing COO John Bunch

July 11, 2019 - Edelman Financial Engines chief operating officer John Bunch is leaving the firm — and the financial services industry altogether, according to an update on his LinkedIn page. Mr. Bunch recently updated his social media profile to indicate that he is...

Selling your firm, even if you've never thought about it

May 29, 2019 - Even if you've never thought about selling your financial planning firm or practice before, now's the time to familiarize yourself with the landscape. Just look at what's going on in our industry: Goldman Sachs is buying United Capital. Ric Edelman, the...

Warburg Pincus among private equity managers interested in acquiring Kestra Financial

February 15, 2019 - Warburg Pincus is among the private equity managers interested in acquiring Kestra Financial Inc., according to two industry sources. Bids were due this week for the independent broker-dealer, and a sale could be announced within the next few weeks, according...

How Tamarac grew from fintech startup to $1.2 trillion behemoth

November 5, 2018 - Envestnet Tamarac is one of the largest and most successful companies in the adviser technology market. The Seattle-based fintech provides registered investment advisers with portfolio management, reporting, trading, client portal and client relationship...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018 - This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the high client...

3 insights on the Financial Engines-Edelman combination and how it might affect you

May 3, 2018 - On Monday, Financial Engines announced that it was being taken private by the respected private equity firm Hellman & Friedman for $3 billion in cash, a 30% premium over the pre-announcement closing price. Financial Engines will merge with Edelman Financial,...

401(k) robo-revolution is underway

March 17, 2018 - Tech upstarts are making inroads into 401(k) plans and that's bad news for some retirement plan advisers. Such fledgling companies as Betterment for Business, ForUsAll, Human Interest and Vestwell, as well as more established players such as Financial...

T. Rowe Price expands partnership with Financial Engines

February 15, 2018 - Financial Engines announced Thursday an expanded relationship with T. Rowe Price to bring all of Financial Engines' managed-account services to participants of retirement plans that T. Rowe Price administers. With the change, defined-contribution plan...

Financial Engines expands to small 401(k) plans with ADP partnership

February 6, 2018 - Financial Engines Inc., a managed-account provider for 401(k) plans, is expanding its reach by partnering with record keeper ADP to bring its advice and investment management services down-market to small retirement plans. With $160 billion in assets...

Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

July 18, 2017 - For 401(k) advisers, managed accounts are a tough nut to crack. On one hand, many advisers believe managed accounts will compete with target date funds as the most popular type of default investment option in 401(k) plans as soon as they become a bit...

    Notes
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  • N/D = Not disclosed
  • — = Information not available or not disclosed

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