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Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. The firm has 170 planner offices across the country and is entrusted by more than 1.2 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Larry Raffone

President and CEO

Award Category
Individual RIA Firm Leaders > CEO of the Year
Nominee
Larry Raffone, President & CEO, Edelman Financial Engines
Larry led the firm’s successful merger integration, including a major rebrand and establishment of workplace and retail divisions, and numerous large-scale systems integrations. But his most meaningful impact came during the COVID-19 crisis. Raffone safely transitioned all 1,500 employees to work remotely, closing all 170 locations while continuing to serve our clients. He redeployed staff to handle a surge of call center inquiries – 4x the normal volume due to market volatility. He reassured clients with the quick response and ability to maintain business continuity. He also spearheaded EFE’s effort to deliver of 5,000 meals to hospitals across the country.

Ric Edelman

Founder, Edelman Financial Engines

Award Category
Individual RIA Firm Leaders > Thought Leader of the Year
Nominee
Ric Edelman, Founder, Edelman Financial Engines

Ric Edelman was one of the most vocal leaders to advocate for expanded access to retirement security and relief for families struggling from the COVID-19 fallout. He called on Congress in 2019 to pass the SECURE Act, and did the same for the CARES Act in March, issuing three press releases demanding changes to retirement policies that would provide immediate assistance to millions of Americans. Throughout it all, he advised the firm’s 1.2 million clients and his radio show listeners how to navigate market volatility and retirement account rule changes through the firm’s market volatility resource center.

Resources

VIDEO

The Long-Term Financial Impact of Covid-19
Ric Edelman gives you the financial outlook and strategies you need right now in this pandemic.

ARTICLE

36 Policy Recommendations the Government Must Enact

These policy actions are needed to support the millions of Americans struggling financially in the COVID-19 Crisis.

WHITE PAPER

Financial Stress Escalating Among Employees

Survey revealed many opportunities for employers to help improve their employees’ financial well-being.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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