The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...

Renowned financial advisor Ric Edelman and former Orion Advisor Solutions CEO Eric Clarke have joined the board of directors at TaxStatus, a fintech company that delivers IRS data on clients to their ...

TaxStatus, an IRS account monitoring service, has added Ric Edelman, founder of Edelman Financial Engines, and Eric Clarke, founder and former CEO of Orion Advisor Solutions, to its board of directors ...

(InvestigateTV) — Alliance’s Retirement Income Institute reported that 4.18 million Americans will reach retirement age this year, with many wondering if they have enough set aside for their golden ...

Edelman Financial Engines (EFE) is a wealth planning firm based in Santa Clara. It serves over 1.3 million clients and managed $308 billion as of June 2025. It delivers retirement, tax, investment, ...

Veteran financial adviser Ric Edelman explains why Bitcoin is no longer viewed as just a speculative asset, and how portfolio strategies are evolving in response. For years, Bitcoin (BTC) has been ...

Financial advisor Ric Edelman thinks your crypto allocation is probably too low. In a new paper, he highlighted the importance of allocating up to 40% of portfolios to crypto. It's a big change after ...