Edelman Financial Services

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Edelman Financial Services moves to Envestnet Wealth Management Platform

Edelman Financial Services, an independent financial planning and investment management firm, is moving to the Envestnet wealth management platform. Edelman…

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Edelman Financial Services makes senior leadership changes

Edelman Financial Services, a Virginia-based financial planning firm with over $20.6bn in assets, has appointed Jon Isaacson as its new…