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Articles tagged "Edelman Financial"


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:  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
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
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
Aaron Rowe of Edelman Financial and and Eric Clarke take the field of the Dallas Cowboys Stadium

Eric Clarke delivers a behind-the-scenes account of his own Gemini & Orion Advisor Forum
The Orion chief was taken aback by overwhelmed advisors but found time for predawn runs, a pep talk from a legendary coach, a tour of the Cowboys' stadium and the launch of 80 apps

Tuesday 9.25.12
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
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: 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: 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
Mike Byrnes: Too often advisors give more than they get...ask for a healthy two-way relationship.

In their own words: How 10 top advisors formed creative alliances to drive big asset growth
Real estate brokers, forensic accountants, career consultants and clergymen can all make lucrative allies

Thursday 9.30.10

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