Wealth Management

JULY 25, 2023

Engine No. 1 CEO Jennifer Grancio, 51, a founding member of BlackRock Inc.’s s iShares ETF business, will join TCW as global head of ETFs.

Engineering 234

Engineering 234

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 290

Engineering Assets Clients Investing 290

Wealth Management

NOVEMBER 14, 2023

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.

Engineering 317

Engineering Communication Clients Marketing 317

Wealth Management

NOVEMBER 18, 2022

Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

Engineering 278

Engineering Clients 278

Wealth Management

AUGUST 10, 2022

Quental was the former CEO of J.P. Morgan Securities; his death comes just weeks after his tech startup announced an initial seed round of funding from a long roster of well-known RIA leaders.

Startup 306

Startup Engineering 306

Wealth Management

MAY 13, 2024

The more fine-tuned the questions, the better the responses will be.

Wealth Management 276

Wealth Management Engineering Management 276

Wealth Management

OCTOBER 5, 2022

Edelman expands advisor network in Northern California market as firm “selectively” accelerates inorganic growth.

Engineering 264

Engineering Marketing Marketing 264

Wealth Management

FEBRUARY 26, 2025

Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent.

Engineering 221

Engineering Valuation 221

Wealth Management

APRIL 20, 2023

Absolute Engagement's Julie Littlechild discusses taking client engagement feedback to the next level.

Engineering 264

Engineering Clients 264

Nerd's Eye View

NOVEMBER 11, 2024

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. As a starting point, understanding the wide variety of marketing tasks that can be outsourced can be beneficial.

Marketing 246

Marketing Marketing Communication Engineering 246

Wealth Management

NOVEMBER 26, 2024

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

Financial Advisor 298

Financial Advisor Startup Engineering Planning 298

Trade Brains

JUNE 3, 2024

Elecon Engineering: Behind the gleaming skyscrapers and the relentless hum of factories lies a network of silent collaborators, crucial for a nation’s industrial might. Elecon engineering acts as a bridge between the gearboxes and MHE. Industrial gearboxes are the invisible conductors of power.

Engineering 105

Engineering Manufacturing Government Electronics 105

Wealth Management

NOVEMBER 7, 2023

FMG Suite, Bento Engine, Asset-Map, Holistiplan and FP Alpha were among the companies highlighting new developments during the virtual conference.

Engineering 321

Engineering Assets 321

Wealth Management

JULY 31, 2024

The $170 million Englert Financial was formerly with Avantax before Cetera purchased the firm, while the $250 million Rizza Financial Engines was previously affiliated with Osaic.

Engineering 289

Engineering 289

Abnormal Returns

MARCH 6, 2025

wsj.com) Longreads Jet engines are really hard to build. (abnormalreturns.com) Global Scam calls are a global problem. macleans.ca) Is China's economy underperforming? noahpinion.blog) Why Israeli intelligence missed signs of October 7th. construction-physics.com) Our energy is right beneath us: the case for geothermal.

Engineering 147

Engineering Economy Economics 147

Abnormal Returns

FEBRUARY 20, 2025

Books An excerpt from Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity by Yoni Appelbaum. scottsumner.substack.com) Business Private equity-dominated firms now control the market for fire engines in the U.S. wsj.com) A Q&A with Jessica A. epsilontheory.com) A model of authoritarian nationalism.

Engineering 147

Engineering Marketing Marketing 147

Wealth Management

APRIL 18, 2024

Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.

Engineering 275

Engineering 275

Wealth Management

MARCH 14, 2025

Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.

Engineering 236

Engineering 236

Wealth Management

NOVEMBER 17, 2023

Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Wealth Advisor 299

Wealth Advisor Engineering Clients 299

Wealth Management

DECEMBER 6, 2023

New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.

Engineering 298

Engineering Media 298

The Big Picture

SEPTEMBER 16, 2022

Defraying the cost of the car is the robust market for Porsche engines and transmissions. G50 Engine + trans is particularly sought after). I would prefer not to dissemble a correct numbers-matching ICE 911 in great condition, so the cars that have been modded or engine swapped are top of my list. this 1978 Porsche 911SC ).

Engineering 298

Engineering Numbers Management Marketing 298

Wealth Management

OCTOBER 10, 2024

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.

Engineering 264

Engineering Assets Clients Management 264

Wealth Management

JANUARY 17, 2024

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

Engineering 296

Engineering Clients 296

Wealth Management

JANUARY 23, 2025

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Recruitment 264

Recruitment Engineering Planning 264

Wealth Management

DECEMBER 12, 2023

Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements.

Recruitment 289

Recruitment Wealth Advisor Engineering 289

Wealth Management

JANUARY 31, 2024

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line.

Engineering 299

Engineering 299

Wealth Management

DECEMBER 19, 2023

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Engineering 278

Engineering Clients Management 278

Wealth Management

NOVEMBER 17, 2023

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Engineering 278

Engineering Clients 278

Wealth Management

MAY 23, 2023

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

Wealth Management 277

Wealth Management Engineering Management Marketing 277

Wealth Management

OCTOBER 4, 2023

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

Engineering 278

Engineering 278

The Big Picture

MARCH 18, 2025

How can we re-engineer our media consumption to make it more useful to our needs? when the best course for our long-term financial health is to do nothing? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions?

Investing 317

Investing Investments Math Media 317

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 325

Engineering Management Portfolio Assets 325

Wealth Management

APRIL 18, 2023

Julie Littlechild's practice management consultancy's recently launched "Engagement Engine" wants to drag the client survey into the digital age.

Clients 264

Clients Engineering Consulting Management 264

Wealth Management

MARCH 3, 2023

Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker

Financial Advice 258

Financial Advice Engineering 258

Wealth Management

NOVEMBER 29, 2022

The newly integrated business intelligence engine is meant to streamline Reg BI and DOL compliance.

Compliance 246

Compliance Engineering 246

Abnormal Returns

FEBRUARY 13, 2025

Books An excerpt from Yoni Appelbaums new book, "Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity." theatlantic.com) An excerpt from "Humans: A Monstrous History" by Surekha Davies. lithub.com) An excerpt from "The Technological Republic: Hard Power, Soft Belief, and the Future of the West" by Alexander C.

Engineering 162

Engineering Management 162

Wealth Management

JUNE 5, 2023

Engine Capital says despite the company’s efforts, its stock price continues to trade at a discount, having lost nearly 13% of its value year-to-date.

Sales 246

Sales Engineering 246