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Articles tagged "Ric Edelman"


Richard Hough: The company had a plan of going public from day one.

How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good
Shares of Silvercrest Asset Management are up about 40% and Wall Street analysts are proferring praise

Thursday 7.24.14
David Bach: The No. 1 question I get asked: 'Who's a good financial advisor that I can hire?' I have not had anywhere to send these people.

Ric Edelman takes on an advisor-evangelist clone in David Bach -- but says mitigating key-man risk is a very secondary purpose of the hire
The two media maestros will modify their approach to being fishers of advisors rather than fishers of assets

Tuesday 7.1.14
Ric Edelman: We've found at present it is most effective for me to do the show solo.

How Ric Edelman manages to bring on 4,500 new clients each year by force of personality while diminishing key-man risk at the same time
The one no-go thus far is replacing himself on radio and TV but branches, 'robo'-advice, seminar producers, more advisors and more footprint proceed at nosebleed pace

Friday 6.6.14
Paul Tramontano: Whenever we have a process or a system going exactly the way we want it, I tell my staff to break it and rebuild it.

$5 billion and $12 billion RIA principals tell worthy anecdotes (hint, Madoff), reveal secrets, to Barron's moderator at IMCA
Paul Tramontano and Ric Edelman topped a bill that offered a barn-burning tax talk from Kitces

Friday 5.9.14
Neal Simon: We decided to put our money where our mouth was and we hired a full-time [recruitment] person.

This MBA chose an RIA, now with $1.4 billion AUM, but as a business model, not as professional choice per se
Neal Simon says that -- Ric Edelman aside -- nobody is plotting expansion like him

Friday 2.14.14
Bill Rourke: If we don’t do this, we don’t get the business.

How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

Tuesday 1.21.14
Ric Edelman:  Either they will die, or more likely, they will alter their business model.

Ric Edelman tells how he succeeds in advice's Death Valley -- online investing
For one thing the RIA maestro with $18 billion of advised asset charges full boat and people are an option

Friday 12.20.13
Like the almost-completed Freedom Tower, as seen from the Ritz-Carlton at Battery Park, the RIA channel continues to grow in Wall Street's backyard.

From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns

Wednesday 4.10.13
Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

Wednesday 3.13.13
Christopher Dean: Our view is that more assets are going to move out of the traditional brokerage channel.

The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

Wednesday 1.2.13
Ric Edelman: We need to serve the 99% that hate us, not just rich people.

Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks
Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM

Monday 10.29.12
Hoofing it from the San Fran Ritz to the Tiburon Ferry, the unlikely and distinguished foursome of Jon Jones, Mike Durbin, Tif Joyce and Skip Schweiss.

How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn

Thursday 10.18.12
Mitchell Reiner: It's advisors that created this, [it's] not a 1-800 number.

How a $1 billion Atlanta RIA is getting fellow RIAs to funnel it their small-ticket clients
Wela nabbed $40 million right off the bat from its parent, Capital Investment Advisors LLC, and has Schwab veteran Paul Scudellari to ensure that assets are soon measured in billions

Thursday 10.4.12
Jason Del Col calls the radio show a ''massive opportunity.''

United Capital unveils national mass-affluent strategy keyed to a radio program
With the success of Edelman Financial and The Mutual Fund Store in mind, Joe Duran will take the mike regularly, but Steven Pomeranz will be the regular host

Wednesday 5.16.12
Chip Roame sees a coming explosion of discount brokerage branches.

8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie

Wednesday 4.18.12
Tom Nally: I think RIAs are finding they're bringing in assets more easily than recently.

'Little' TD Ameritrade keeps moving toward being a big custodian
The custody unit continues to roll at a 100 breakaway per quarter pace as Tom Bradley's replacement settles in

Wednesday 4.18.12
Ric Edelman: We are very actively seeking a buyer who will provide a better offer than Lee.

Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin
Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer

Tuesday 4.17.12
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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