Story thread · 2 reports / 2 sources

People Moves: Edelman Financial Engines Names Chief Retirement Officer

wealthmanagement.com · 9hShare

Also, Mercer Advisors appoints a chief platform officer, EP Wealth expands its leadership team, and Composition Wealth adds a general counsel and head of advisors.

First report: Compound Wealth Advisors Highlights Retirement Income and Tax Planning for Individuals Approaching Retirement — markets.businessinsider.com, 2d