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Edelman Financial Engines Picks Up PRW Wealth Management

Published: November 16, 2023

Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.

Source: wealthmanagement.com

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Edelman purchases $500M Massachusetts RIA

Published: November 16, 2023

Edelman Financial Engines has acquired PRW Wealth Management, a Massachusetts RIA, the companies announced Thursday.

Source: investmentnews.com

Related Topics:

United StatesDan SeivertWilliamf SharpeRick RenwickHermann CookeEdelman Financial EnginesAlign WealthErman Retirement AdvisorySmart InvestorEchelon PartnersNobel PrizeFinancial Engines