Tag: Larry Raffone
Edelman Financial Engines Appoints DOL Fiduciary Rule Architect Phyllis Borzi to...
Edelman Financial Engines, a registered investment advisor with $200 billion in client assets, has appointed Phyllis Borzi to its board of directors. Borzi, who...
Edelman and Financial Engines to Form Largest RIA
Financial Engines (NASDAQ: FNGN), the nation’s largest independent investment advisor, has signed a definitive agreement to be acquired by funds affiliated with Hellman &...
