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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

Author Lisa Shidler March 25, 2011 at 1:12 PM
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Ric Edelman: It hasn’t proven to be a problem for Charles Schwab.


Related Moves

Adam Bold, the RIA who went Hollywood -- literally -- after his Mutual Fund Store cash out, is accused of 'general chaos' at his Tinseltown talent agency

Business partners made the lurid allegations in a lawsuit that's scandalous even by Hollywood standards, charging Bold's aberrant behavior has driven the agency to the brink of bankruptcy; Bold calls it a 'shakedown.'

February 14, 2024 at 3:58 AM

July 11, 2023 at 2:46 AM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM


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