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Edelman Financial Engines is navigating its fourth CEO transition since Hellman & Friedman acquired a controlling stake in 2015, with its latest leadership change coming shortly after Edelman’s ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Edelman Financial Engines, a registered investment advisor and managed accounts provider ...

Veteran workplace retirement solutions executive Ralph Haberli has been named president of Edelman Financial Engines, where he will report directly to the wealth management firm’s CEO, Jay Shah, the ...

BOSTON, October 14, 2025--(BUSINESS WIRE)--Edelman Financial Engines (EFE) today announced the appointment of Ralph Haberli as Acting CEO. Mr. Haberli succeeds Jay Shah, who has decided to step down ...

Edelman Financial Engines acquired Soundmark Wealth Management of Kirkland, Wash., completing its first transaction of 2024. Soundmark manages $453 miilion in assets and serves more than 250 ...

Edelman Financial Engines has announced a significant leadership change, naming Ralph Haberli as acting chief executive officer following the decision by Jay Shah to step down after two years at the ...

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO. Edelman Financial Engines LLC on Thursday announced the acquisition ...