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Articles tagged "Ric Edelman"

Peter Hess drove the Advent-Black Diamond merger and may have created an RIA-friendly monster.

The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors

Wednesday 1.4.12
Sarah Kenney: It may seem kind of nutty.

One woman's journey from Whole Foods to Edelman Financial
What do butternut squash and finance have in common?

Thursday 10.6.11
Adam Bold: I got calls 10 years, 10 weeks and 10 days ago and as a prudent person, I listen to these things....clearly the bigger the company gets, the bigger all the numbers get in terms of growing the business.

Adam Bold: The Mutual Fund Store is not for sale
Company owner denies report but says he takes phone calls of outside financiers

Monday 6.27.11
Ric Edelman: You can’t do 10,000 things,10,000 ways for 10,000 clients.

Barron's top advisor shares the secrets to his success with rapt RIAs at TD event
Ric Edelman puts marketing in a new light

Monday 6.20.11
Tom Bradley: It’s common practice to give pieces of tech to advisors coming on to a platform.

TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis
Tom Bradley takes exception to how the giveaways are characterized

Friday 6.17.11
Andrew Salesky: It’s come up many times in the past. The timing is right.

Schwab spells out the details of its franchise plan
The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels

Wednesday 6.8.11
Ric Edelman: His firm is in major expansion mode; production costs for show are $2 million.

Edelman joins ranks of TV RIAs with PBS show that will reach 20 million
Ken Fisher advises treading with care: 'You can’t find anyone in history that’s done a TV show and built a big money management firm'

Monday 4.11.11
Ric Edelman: It hasn’t proven to be a problem for Charles Schwab.

Radio-star RIAs drive giant growth at national chains one $400,000 investor at a time
Edelman and Mutual Fund Store each surpass $6 billion of assets and, post-recession, they're throwing up stores with abandon

Friday 3.25.11
Ric Edelman: One of the biggest hirers in the business looks for 10 years of experience and the ability to assist clients to implement their financial plans.

RIAs are hiring like crazy in 2011 but sticker shock, picked-over talent pool may await laggards
The recession was so deep this time around that advisors may find good talent in the bread lines

Tuesday 1.18.11
Ric Edelman: I needed to give my staff a breather.

Edelman expansion slows; back office 'overwhelmed'
$5.5 billion RIA pours money into top-line Microsoft CRM

Thursday 10.21.10
Ric Edelman: Warren Buffett says an investor might have 11 truly good ideas in a lifetime. Jim Cramer has three every night.

What Ric Edelman is like live on stage
The Barron's #1 addresses the feelings first and the particulars last

Friday 10.15.10
George Ball: (That amount) will put us in the upper echelon of the operating companies making acquisitions.

Sanders Morris Harris Group, serious competitor to the big roll-ups, launches bid from Texas
Led by former head of Prudential-Bache Securities, company has at least $15 million to spend on big RIAs and breakaways

Monday 4.5.10
Ric Edelman: The wirehouses have done themselves a lot of damage this year.

Encouraged by early success in New York, Edelman ramps up office openings
Big Virginia RIA sees an opportunity in wirehouse fumbling and he's grabbing it

Thursday 3.25.10
Marty Kurtz: If we make all the health decisions about money, it's pretty hollow

What RIAs need to know about health care reform
Ken Fisher offer his politically incorrect viewpoint as bill passes Senate

Thursday 12.24.09
Edelman: "Organizations suffering from internal disarray are ignored by legislators and regulators."

What's going wrong for RIAs on Capitol Hill?
RIAs brace themselves as Senate committee takes up financial reform

Wednesday 11.11.09
Ric Edelman: The classic mistake is for an advisor to hire himself.

What lessons can Barron's #1 rated financial advisor teach us?
The practices of Ric Edelman, Ken Fisher and Adam Bold share similar approaches

Monday 8.31.09
Applicants for Barron's "Top 100" list jumped from 200 advisors to 560 advisors

The top 10 things you need to know about the new Barron's Top 100 List
Does Dow Jones' emphasis on advisor AUM harken to wirehouse production?

Sunday 8.30.09
Ric Edelman:Expects to double staff to 400 by end of 2010

RIA aims to take NYC with six new offices; Chicago, Detroit, SF, Miami to follow
Edelman move into greater Gotham is based on strong seminar response rate

Friday 8.21.09
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