Edelman Financial Engines Picks Up PRW Wealth Management
Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.
Source: wealthmanagement.com
Larry Raffone News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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US in the news: EP Wealth Advisors makes managerial reshuffle
International-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.
Source: international-adviser.com
EFE Names Former Personal Capital Head Jay Shah as CEO
Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes the role of chairman.
Source: plansponsor.com
Edelman Financial Engines names Jay Shah as next CEO | Pensions & Investments
Jay Shah was named CEO of managed account provider and investment advisory firm Edelman Financial Engines.
Source: pionline.com
Jay Shah named new CEO at Edelman Financial Engines
Edelman Financial Engines said Jay Shah will become CEO in August, replacing Larry Raffone, who will transition to chairman of the board.
Source: investmentnews.com