Automatic Website Traffic RSS

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

Brian McNamara, associate general counsel at Edelman Financial Engines in Boston, said that his firm already acts as a fiduciary, putting clients’ interests first. “We’ve been able to do ... read more

'Ramsey Show' co-host says there’s a new way Americans are destroying their wealth and it costs $24 billion

Only 14% of Americans would consider themselves wealthy and the majority define "wealthy" as having $1 million or more, according to a survey by Edelman Financial Engines. There are plenty of ... read more

Nearly half of young adults have ‘money dysmorphia,' survey finds. Here are the symptoms

Still, only 14% of Americans would consider themselves wealthy, according to Edelman Financial Engines, and the bar is only getting increasingly out of reach. In fact, more than half of Americans ... read more

OneSeven welcomes $190M advisor to its growing network

OneSeven has a new advisory practice in its growing network, a $190 million AUM firm previously with Edelman Financial Engines. James Selu has joined the RIA to form his new Los Angeles County ... read more

A top goal of Americans is to buy a new car, build emergency savings: study

About 22% of respondents to an Edelman Financial Engines survey said they were aiming to buy a new car in 2024. This was just one goal survey respondents talked about most. The most prominent goal ... read more

What it takes to feel wealthy: 'Run to the problem' and plan

According to Edelman Financial Engines, only 14% of Americans believe they are wealthy as of 2023. For many Americans in the "sandwich generation," middle-aged adults who care for aging parents ... read more

Should I Pay Off My Mortgage?

financial planning at Edelman Financial Engines, who is based in Huntington Woods, Mich. “When you pay off your loan, you give up control of that money.” An early payoff would also mean ... read more

Spuds Powell

He joined Kayne Anderson Rudnick (KAR) in 2004 after roles at Franklin Templeton Funds and Financial Engines. As a managing director at KAR, Powell leads a six-person team managing over $2.5 ... read more

How to make high interest rates work for your hard-earned savings

executive director of financial planning at Edelman Financial Engines.And if you're looking at money that will be needed in three to five years, you might consider a diversified fund of highly ... read more