Articles tagged "Financial Engines"


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Delta employees sue Fidelity for 'illegal kickbacks' from Financial Engines

The case may turn on whether Fidelity, by acting as recordkeeper and administrator, qualifies as a fiduciary and therefore breached its duty as it accepted Financial Engines' advice fees

July 6, 2016 — 6:58 PM UTC

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

How Mutual Fund Store is the real engine now at Financial Engines

Unable to hold 9 million hands as market tanked, Larry Raffone jumped when Warburg Pincus put The Mutual Fund Store on the block

November 6, 2015 — 10:17 PM UTC

Hitting a robo wall, Financial Engines buys The Mutual Fund Store for $560 million to bust out of 401(k) confines

The Sunnyvale, Calif.-based robo colossus needed human advisors, and the radio RIA liked having a non-radio source of new clients

November 5, 2015 — 11:15 PM UTC

Why SigFig is shifting its focus to using banks as middlemen despite having captive consumer audience with $350 billion

The San Francisco-based robo-advisor has trepidation about the scale it would take to handle the conversions after bad experience

July 21, 2015 — 7:13 PM UTC

What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

The pieces -- 401(k) pricing, DOL, Supreme Court and massive scale -- are all in place to make the Silicon Valley-San Francisco deal make sense, analysts say

May 26, 2015 — 7:56 PM UTC

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

October 1, 2013 — 5:12 AM UTC

New RIA with familiar faces gets running start at putting advisors into the 401(k) driver's seat

Two financial entrepreneurs have 50 firms on board; the idea is for Pathway Strategic Advisors to take the fiduciary burden off of advisors who handle 401(k) assets for clients

February 21, 2013 — 5:42 PM UTC

10 most influential individuals in the 401(k) industry affecting RIAs in 2012, Part 2

Executives and lawmakers are leading the charge on a fast-shifting landscape as retirement funds gain increasing importance to an aging US population

January 4, 2013 — 5:10 AM UTC

How giant advice provider Financial Engines can sweep the 401(k) field -- or not

It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling

May 22, 2012 — 3:41 AM UTC