RetireOne to acquire EF Legacy Securities from Edelman Financial Engines.

RetireOne, a platform for fee-based insurance solutions, agreed to acquire EF Legacy Securities broker-dealer from Edelman Financial Engines, which operates as a brokerage firm. Financial terms were not disclosed. The acquisition expands RetireOne's capabilities to better serve RIAs with additional flexibility and control. “We’ve worked with many fee-only fiduciaries across the country since we opened our doors eight years ago. We have supported them and their firms through various stages of growth, and we look forward to increasing our capabilities as we evolve to meet their dynamic needs,” Ed Mercier RetireOne president.