The CEO of $192 billion wealth firm Edelman Financial Engines lays out its post-pandemic roadmap, from ‘doubling down’ on digital to hiring more planners

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The largest registered investment adviser in the US has plans to utilize more of its digital tools for clients in the wake of the crisis, chief executive Larry Raffone said in an interview with Business Insider. Edelman Financial Engines, based in Santa Clara, California, also plans to hire 20 additional financial planners as customers seek out more advice against an uncertain backdrop, Raffone said.  The firm’s roadmap highlights steps the wealth management industry’s remote financial advisers have taken to accommodate clients during the pandemic, when in-person events and meetings are off the table. Visit BI Prime for Business

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