In 2020, Edelman Financial Engines was named the best independent advisory firm for the second year in a row by Barron's, which looked at both quantitative and qualitative factors, such as the size and experience of the team and its regulatory record.Aug 16, 2021
How do I contact Ric Edelman?
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- Contact Us. Call: (888) PLAN-RIC.
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Is Edelman Financial Engines a robo advisor?
Edelman Financial Engines was among the first firms (through its Financial Engines predecessor) to launch a robo advisor service, with an “Online Advice” offering in 1998 enabling employees to manage their 401(k) and outside accounts. It currently offers a range of advice and management tools.Oct 1, 2021
Which is better Edward Jones or Fisher Investments?
In our opinion, Fisher Investments is a better option (full review here). While at first glance you might not think Edward Jones' 1.35% starting fee per year is much, keep in mind that's not including additional mutual fund fees that in total can put you at 2% or more in fees.Mar 18, 2021
What happened to Edelman Financial Engines?
In 2018, Hellman & Friedman took Financial Engines private in a $3 billion deal and merged it with Edelman Financial. "A big part of bringing the firms together in 2018 was to create an even more diverse growth platform, and that's exactly what we've done," says Van de Loo, via email.Jul 6, 2021
How do I Unenroll from Edelman Financial Engines?
You may cancel your participation in the Professional Management program at any time without penalty by calling an Edelman Financial Engines advisor at +1 800 601 5957.