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…
ByEdelman Financial Services
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…