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How Schwab Advisor Services managed to keep (the better part of) Edelman Financial Engines' $30-billion RIA account after sweating out an RFP

The Westlake, Texas company convinced Edelman CEO Larry Raffone that size matters -- bolstered by service agreements, happy fees and promises to keep up on technology.

Author Lisa Shidler February 3, 2021 at 3:23 AM
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Larry Raffone: We needed a technology partner that could match our size and scale.

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Mentioned in this article:

Financial Engines
401k Plan Consultant



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