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Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds

The willingness of Warburg Pincus to re-up on the $260-billion AUM manager of RIA and 401(k) assets means Hellman Friedman can de-risk and crank up growth.

Author Lisa Shidler
March 17, 2021 at 2:08 AM
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Ric Edelman sold shares at the $7.3 billion valuation on a proportional basis to Hellman & Friedman.

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How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 at 10:19 PM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM


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Financial Engines
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