Jan 24, 2026
After gaining critical feedback from failed sale, Edelman Financial Engines shifts to Orion software, and will apparently try M&A market again with its gleaming new engine
Orion won the $302-billion RIA to notch its 17th of 20 Barron's top advisors as Edelman Financial Engines attempts to achieve long-held objective of smoothing 401(k) rollover path from its vast institutional book to its retail financial advisors