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Financial Planning > Behavioral Finance

Edelman Financial Engines Joins TCA by E-Trade Platform

By Marlene Satter

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TCA by E-Trade, which provides integrated technology, custody and practice management support for RIAs, has announced a custody relationship with Edelman Financial Engines.

In addition to joining the TCA by E-Trade platform, Edelman Financial Engines will also be a “national player” in the E-Trade Advisor Network, a channel for financial professionals to connect with clients in need of higher-touch services on the platform. The referral network will be launching in the months to come.

“Edelman Financial Engines is excited to join E-Trade’s national referral program to expand our reach and provide more financial help to American families,” John Bunch, chief operating officer of Edelman Financial Engines, said in a statement.

Since last October, TCA by E-Trade has brought in more than $12 billion in commitments to its RIA platform, as well as adding more than $2 billion in net assets under custody. The announcement comes as E-Trade is expanding its footprint into the RIA segment to broaden its target market and better serve brokerage and stock plan accounts in search of tailored services.

“TCA by E-Trade is thrilled to welcome Edelman Financial Engines — a premier and highly respected RIA in the industry — to our platform,” Josh Pace, president of TCA by E-Trade, said in the statement.

Pace added, “This new relationship comes amid a very exciting time, as we continue to grow our business while adding more services and opportunities to our overall offering. By deploying the full power of the E-Trade brand, we have been able to showcase our platform to even more advisors.”

Marlene Satter

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