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Everyday Wealth in America Report
Our annual report explores the intersection of life and money, with new insights into Americans’ attitudes about wealth in 2024.
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Thought Leadership
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How to LEgally Lower Your Taxes
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Sandwiched Generation: Gen X Retirement Tips by Andy Smith
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EDELMAN FINANCIAL ENGINES IN THE NEWS
Newsweek
With PlannerÌýIsabel Barrow
Market Watch
Featuring Planner Andy Smith
CNBC
Featuring EFE Research
Fortune
Featuring EFE Research
Press Releases
2025
October 14, 2025
91ÂÛ̳ Engines Announces Senior Leadership Changes
October 6, 2025
91ÂÛ̳ Engines Acquires Hasenberg Financial Group
June 24, 2025
91ÂÛ̳ EnginesÌýappoints Michael Liersch as Chief Planning Officer
May 6, 2025
Survey Findings:Ìý91ÂÛ̳ Engines Finds Americans Want a More Active Retirement
March 3, 2025
91ÂÛ̳ Engines Releases New Survey Findings on Taxes and Financial Planning
2024
September 17, 2024
EDELMANÌýFinancial Engines Marks Seventh Year as Top Independent RIA Firm by µþ²¹°ù°ù´Ç²Ô’s
June 5, 2024
EDELMAN FINANCIAL ENGINES RELEASES NEW REPORT ANALYZING 20 YEARS OF 401(K) MANAGED ACCOUNT DATA, INNOVATION, AND TRENDS
May 13, 2024
EDELMAN FINANCIAL ENGINES ACQUIRES SOUNDMARK WEALTH MANAGEMENT
May 7, 2024
91ÂÛ̳ Engines Recognized in America’s Greatest Workplaces 2024 for Women Award by Newsweek
February 12, 2024
EDELMAN FINANCIAL ENGINES MARKS 20 YEARS OF HELPING MILLIONS OF EMPLOYEES REACH THEIR RETIREMENT GOALS THROUGH 401(K) MANAGED ACCOUNTS
Learn about our history of supporting retirement preparedness
January 4, 2024
EDELMAN FINANCIAL ENGINES APPOINTS MEGAN HANLEY AS CHIEF MARKETING OFFICER
2023
December 14, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES NEW ENGLAND PENSION PLAN SYSTEMS
December 6, 2023
NEW EDELMAN FINANCIAL ENGINES RESEARCH FINDS MORE AMERICANS IN 2023 REQUIRE ABOVE $1 MILLION TO FEEL WEALTHY
November 16, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES PRW WEALTH MANAGEMENT
October 25, 2023
PERSONALIZED SOLUTIONS HELP PLAN SPONSORS ADDRESS RETIREMENT READINESS
October 3, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES ALIGN WEALTH MANAGEMENT
September 19, 2023
EDELMAN FINANCIAL ENGINES MARKS SIXTH YEAR RANKED AS THE TOP INDEPENDENT RIA BY BARRON’S
May 31, 2023
EDELMAN FINANCIAL ENGINES NAMES JAY SHAH AS NEW CEO; LARRY RAFFONE TO BECOME CHAIRMAN OF THE BOARD
March 22, 2023
EDELMAN FINANCIAL ENGINES APPOINTS NEIL GILFEDDER AS CHIEF INVESTMENT OFFICER
March 16, 2023
NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES SHOWS WOMEN OF COLOR ARE FORGING A MORE POSITIVE FINANCIAL PATH FORWARD
2022
December 14, 2022
EDELMAN FINANCIAL ENGINES ACQUIRES ERMAN RETIREMENT ADVISORY
December 7, 2022
NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES EXPLORES THE MINDSET AROUND WEALTH IN AMERICA TODAY
November 16, 2022
EXCLUSIVE EDELMAN FINANCIAL ENGINES RESEARCH PROGRAM REVEALS FINANCIAL WORKPLACE BENEFITS CAN HAVE MEASURABLE IMPACT ON EMPLOYEES’ OVERALL WELL-BEING AND PREPAREDNESS
November 9, 2022
EDELMAN FINANCIAL ENGINES EXPANDS ITS TAX PLANNING SUPPORT CAPABILITIES
September 28, 2022
EDELMAN FINANCIAL ENGINES SURVEY FINDS THAT INCLUSIVITY IS CRITICAL TO IMPROVING EMPLOYEE PARTICIPATION IN FINANCIAL WELLNESS BENEFITS
September 19, 2022
BARRON’S NAMES EDELMAN FINANCIAL ENGINES AMERICA’S TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR FOR THE FIFTH CONSECUTIVE YEAR
July 19, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES NEW WORKPLACE FINANCIAL WELLNESS PLATFORM
July 13, 2022
EDELMAN FINANCIAL ENGINES APPOINTS TOM KIMBERLY TO EVP, CHIEF PRODUCT AND TECHNOLOGY OFFICER
June 16, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES NEW 401(K) PLAN RETIREMENT INCOME SOLUTION
June 6, 2022
EDELMAN FINANCIAL ENGINES EXPANDS WEALTH PLANNING LEADERSHIP TEAM WITH TWO STRATEGIC HIRES
April 26, 2022
EDELMAN FINANCIAL ENGINES APPOINTS SUZANNE VAN STAVEREN AS CHIEF FINANCIAL OFFICER
April 22, 2022
EVERYDAY WEALTH™ WITH SOLEDAD O’BRIEN AND JEAN CHATZKY NAMED AN HONOREE FOR BEST CO-HOSTS OF A PODCAST IN THE 26TH ANNUAL WEBBY AWARDS
April 19, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES FINANCIAL WELLNESS PROGRAM FOR CORPORATE RETIREMENT PLAN PARTICIPANTS IN PARTNERSHIP WITH THE GEORGE WASHINGTON UNIVERSITY’S GLOBAL FINANCIAL LITERACY EXCELLENCE CENTER
2021
December 2, 2021
EDELMAN FINANCIAL ENGINES INTRODUCES EVERYDAY WEALTH ™ WITH SOLEDAD O’BRIEN AND JEAN CHATZKY
October 12, 2021
EDELMAN FINANCIAL ENGINES APPOINTS PETER DESILVA TO ITS BOARD OF DIRECTORS
September 23, 2021
BARRON’S NAMES EDELMAN FINANCIAL ENGINES AMERICA’S TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR
July 8, 2021
EDELMAN FINANCIAL ENGINES WORKING WITH PRINCIPAL® TO OFFER COMPREHENSIVE FINANCIAL HELP TO EMPLOYEES
June 7, 2021
EDELMAN FINANCIAL ENGINES ANNOUNCES RIC EDELMAN’S TRANSITION TO ADVISORY ROLE
February 23, 2021
MAJORITY OF WORKING AMERICANS ARE OPTIMISTIC ABOUT THEIR FINANCIAL FUTURE, EVEN WHILE LACKING SAVINGS
News Coverage
City Wire
Featuring Pammi Bhullar
Newsweek
FeaturingÌýIsabel Barrow
CNBC
FeaturingÌýIsabel Barrow
CNBC
Featuring EFE Research
Yahoo Finance
Featuring Kelli Smith
Fortune
Featuring EFE Research
USA Today
FeaturingÌýErin Smith
THE WALL STREET JOURNAL
FeaturingÌýIsabel Barrow
USA Today
FeaturingÌýClaire Mork
US News
FeaturingÌýAndy Smith
Market Watch
Featuring Carlos Rodriguez, Sean Wintz and Brian Leslie
Reuters
Featuring Clay Ernst, Kelli Smith and Brian Leslie
Financial Advisor
FeaturingÌýClaire Mork and Isabel Barrow
Market Watch
Featuring Andy Smith
Thought LeadershiP
On Camera
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Articles and Insights
Isabel Barrow
Rose Faye Niang
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Amin Dabit
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Andy Smith
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