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How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

Author Oisin Breen November 20, 2019 at 10:19 PM
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Ed Mercier: Purchasing the broker-dealer from Edelman helps ensure that we can continue to work with our RIA partners without subscriptions or contracts.

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March 25, 2023 at 1:32 AM

Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames

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March 11, 2021 at 11:49 PM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 at 10:52 PM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM


Mentioned in this article:

Financial Engines
401k Plan Consultant

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

RetireOne
Consulting Firm, Specialized Breakaway Service, Insurance
Top Executive: David Stone

Practifi
CRM Software
Top Executive: Glenn Elliott, Adrian Johnstone, Emily Wilcox




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