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Latest News and Media Coverage

ÃÛѨÊÓƵ Marks 20 Years of Helping Millions of Employees Reach their Retirement Goals through 401(k) Managed Accounts

This year, ÃÛѨÊÓƵ (EFE) marks the 20th anniversary of its industry-leading 401(k) managed account program. For more than two decades, EFE has been at the forefront of supporting employers and employees while playing an integral role in addressing the nation’s retirement preparedness.


ÃÛѨÊÓƵ in the News

CNBC with Jason Van de Loo

Even millionaires are feeling financially insecure, report finds

The Wall Street Journal featuring Isabel Barrow

How to Save for a House

US News with Andy Smith

Help Your Kids With Finances Without Jeopardizing Your Own

USA Today with Claire Mork

What do financial advisors do?

Market Watch featuring Carlos Rodriguez, Sean Wintz and Brian Leslie

Should I refinance my student loans?

Reuters featuring Clay Ernst, Kelli Smith and Brian Leslie

On the Money

Barron's

Have up to $3 million to invest? This No. 1 ranked advisory wants to serve you.

Barron's

Barron‘s 2022 Top 100 RIA Firms

Awarded each September based on data within a 12-month period. Compensation paid for use and distribution of rating.

Financial Advisor

How To Talk To Clients About The Recession

Business Insider

3 common money challenges Soledad O’Brien wants to help you solve

Real Simple

Do You Really Need Life Insurance if You Don't Have Kids?

Money Geek

Expert Advice: Finding the Best Life Insurance

Press Releases

2023

    ÃÛѨÊÓƵ Marks 20 Years of Managed Accounts

    ÃÛѨÊÓƵ Acquires PRW Wealth Management

    ÃÛѨÊÓƵ Appoints Megan Hanley as Chief Marketing Officer

    ÃÛѨÊÓƵ Acquires New England Pension Plan Systems

    New ÃÛѨÊÓƵ Research Finds More Americans in 2023 Require Above $1 Million to Feel Wealthy

    Personalized solutions help plan sponsors address retirement readiness

    ÃÛѨÊÓƵ Acquires Align Wealth Management

    ÃÛѨÊÓƵ Marks Sixth Year Ranked as the Top Independent RIA by µþ²¹°ù°ù´Ç²Ô’s

    ÃÛѨÊÓƵ Names Jay Shah as New CEO

    ÃÛѨÊÓƵ Appoints Neil Gilfedder as Chief Investment Officer

    New Research From ÃÛѨÊÓƵ Shows Women of Color are Forging a More Positive Financial Path Forward

2022

    ÃÛѨÊÓƵ Acquires Erman Retirement Advisory

    New Research from ÃÛѨÊÓƵ Explores the Mindset Around Wealth in America Today

    Exclusive ÃÛѨÊÓƵ Research Program Reveals Financial Workplace Benefits Can Have Measurable Impact on Employees’ Overall Well-Being and Preparedness

    ÃÛѨÊÓƵ Expands its Tax Planning Support Capabilities

    ÃÛѨÊÓƵ Acquires RIA Herrmann & Cooke

    ÃÛѨÊÓƵ Survey Finds That Inclusivity Is Critical to Improving Employee Participation in Financial Wellness Benefits

    µþ²¹°ù°ù´Ç²Ô’s Names ÃÛѨÊÓƵ America’s Top Independent Registered Investment Advisor for the Fifth Consecutive Year

    ÃÛѨÊÓƵ Acquires RIA Smart Investor

    ÃÛѨÊÓƵ Launches New Workplace Financial Wellness Platform

    ÃÛѨÊÓƵ Appoints Tom Kimberly to EVP, Chief Product and Technology Officer

    ÃÛѨÊÓƵ Launches New 401(k) Plan Retirement Income Solution

    ÃÛѨÊÓƵ Expands Wealth Planning Leadership Team with Two Strategic Hires

    ÃÛѨÊÓƵ Appoints Suzanne van Staveren as Chief Financial Officer

    Named an Honoree for Best Co-Hosts of a Podcast in the 26th Annual Webby Awards

    ÃÛѨÊÓƵ Launches Financial Wellness Program with George Washington University

2021

    ÃÛѨÊÓƵ Introduces Everyday Wealthâ„¢ with Soledad O’Brien and Jean Chatzky

    ÃÛѨÊÓƵ Appoints Peter deSilva to Its Board of Directors

    µþ²¹°ù°ù´Ç²Ô’s Names ÃÛѨÊÓƵ America’s Top Independent Registered Investment Advisor

    ÃÛѨÊÓƵ Working with Principal® to Offer Comprehensive Financial Help to Employees

    ÃÛѨÊÓƵ Announces Ric Edelman’s Transition to Advisory Role

    ÃÛѨÊÓƵ Acquires Viridian Advisors

    ÃÛѨÊÓƵ Announces Investment from Warburg Pincus LLC

    Majority Of Working Americans Are Optimistic About Their Financial Future Even While Lacking Savings