Edelman Financial Services, LLC
4000 Legato Road 9th Floor
Fairfax, VA 22033-2892
No. advisers: 434
In the News
April 3, 2019 - Centurion Group, an advisory firm overseeing $16 billion in retirement plan assets and 400,000 plan participants, is being acquired by Marsh & McClennan Agency, a subsidiary of the national insurance brokerage Marsh. The deal, terms of which were not...
November 14, 2018 - Two weeks ago, it was announced that Bob Oros was leaving HD Vest Financial Services after less than two years as its CEO. The company seemed OK with the decision and pleased that he was going to stay on until March as a consultant. How quickly those...
November 13, 2018 - Phyllis C. Borzi, former Department of Labor assistant secretary and mother of the DOL fiduciary rule, has been appointed to the board of directors at Edelman Financial Engines. The firm, which combined Edelman Financial Services and Financial Engines...
October 15, 2018 - Fidelity Investments is launching a new company to offer custody and trade executions of cryptocurrencies and other digital assets. The goal of Fidelity Digital Asset Services is to make things like bitcoin more available to sophisticated institutional...
September 26, 2018 - As a byproduct of InvestmentNews' recent acquisition, I just hit a major life milestone. I experienced my first 401(k) account rollover, and oh boy, was it eye-opening. As a technology reporter, I'm much more familiar with fintech companies and firms...
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