Edelman Financial Engines Switches Tech Stack from Envestnet to Orion

The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...
WealthManagement.com

Ric Edelman, Eric Clarke Join Board of Tax Data Platform

TaxStatus, an IRS account monitoring service, has added Ric Edelman, founder of Edelman Financial Engines, and Eric Clarke, founder and former CEO of Orion Advisor Solutions, to its board of directors ...
InvestmentNews

Ric Edelman, ex-Orion CEO Eric Clarke join board for TaxStatus

Renowned financial advisor Ric Edelman and former Orion Advisor Solutions CEO Eric Clarke have joined the board of directors at TaxStatus, a fintech company that delivers IRS data on clients to their ...
WJHG

Financial expert: It’s time to readjust retirement expectations

(InvestigateTV) — Alliance’s Retirement Income Institute reported that 4.18 million Americans will reach retirement age this year, with many wondering if they have enough set aside for their golden ...
InvestmentNews

Edelman Financial Engines

Edelman Financial Engines (EFE) is a wealth planning firm based in Santa Clara. It serves over 1.3 million clients and managed $308 billion as of June 2025. It delivers retirement, tax, investment, ...
CoinTelegraph

Ric Edelman's crypto shift: from 1% to 40% allocation

Veteran financial adviser Ric Edelman explains why Bitcoin is no longer viewed as just a speculative asset, and how portfolio strategies are evolving in response. For years, Bitcoin (BTC) has been ...