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Articles tagged "David Bach"


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David Bach: NO ONE in the industry has a marketing team that equals the scale of AE Wealth Management and Advisors Excel. No one matches our ability. It’s why I was so confident we could build the [second] fastest-growing RIA in America.

David Bach rocks heavyweights with plan to leverage his media savvy for RIAs at his Topeka TAMP; 'Ridiculous' says Ken Fisher

Since it's launch AE Wealth has been geared to advisors between $10-million and $100-million in assets, but it's now targeting $200 million AUM firms.

August 22, 2018 at 10:12 PM

Shirl Penney (2nd from r., flanked by Rich Gill, Marty Bicknell and John Furey): ​Breakaways should expect to 'pay a 25% settlement fee moving forward.'

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

December 12, 2017 at 2:18 PM

Brian Hamburger worked the phones until headliners signed on in droves.

After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise

Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday

November 10, 2017 at 11:09 PM

Ric Edelman: His departure has no impact on the firm's future or our strategic plans.

Ric Edelman and David Bach go their own ways after super-partnership dissolves

After less than a year together, Bach is on a long vacation and Edelman is still pursuing a succession plan

August 4, 2015 at 8:21 PM

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

July 1, 2014 at 7:09 PM

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