Edelman Financial Services, LLC

Edelman Financial Services, LLC

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4000 Legato Road 9th Floor

Fairfax, VA 22033-2892

703-818-0800

edelmanfinancial.com

No. advisers: 434

AUM: $21,729,061,354

In the News

Edelman Financial Engines is bringing financial planners to small 401(k) plans

September 20, 2019 - Edelman Financial Engines is bringing financial planning to participants in small 401(k) plans over the next six months as the advisory firm emerges from its recent integration and seeks to expand distribution. The firm will leverage a recently forged...

Are 401(k) advice fees headed to zero?

September 19, 2019 - Vanguard Group has thrown down the gauntlet on costs for 401(k) managed accounts. InvestmentNews reported Wednesday that the asset manager plans to launch a digital-only financial planning and automated investing service for 15 basis points. The service,...

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...

Marsh & McLennan acquires Centurion, a $16 billion retirement group

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...

Quick change in plans has Bob Oros headed to HighTower

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...

    Notes
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