Edelman Financial Engines Advances Growth Strategy with Senior Leadership Appointments
Edelman Financial Engines (EFE) announced today a series of senior leadership appointments across its corporate and wealth planning organizations, reinforcing the firm’s continued momentum and long-term commitment to building the premier destination for financial planners and the clients they serve.
Edelman Financial Engines Acquires Hasenberg Financial Group
Edelman Financial Engines (EFE), a leading independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition of Hasenberg Financial Group in Eau Claire, Wisconsin. Led by founder Chris Hasenberg, the firm delivers comprehensive financial advisory services with a strong emphasis on estate planning and financial education events. The firm manages more than $300 million for more than 750 clients.
Edelman Financial Engines Acquires New England Pension Plan Systems
Edelman Financial Engines (EFE), America’s top independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition of New England Pension Plan Systems (NEPPS), a national, full-service retirement-plan consulting firm offering various levels of advisory and consulting services to employee benefit plans and to the participants of such plans, and its affiliate New England Investment Consultants (NEIC), a registered investment advisor.
