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Articles tagged "Sanders Morris Harris Group"

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
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
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: 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
Joe Duran: We’ll be a $100-million revenue RIA in two to three years.

One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree

Monday 9.20.10
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
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