Articles tagged "Sanders Morris Harris Group"


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One woman's journey from Whole Foods to Edelman Financial

What do butternut squash and finance have in common?

October 6, 2011 — 2:54 PM UTC

Barron's top advisor shares the secrets to his success with rapt RIAs at TD event

Ric Edelman puts marketing in a new light

June 20, 2011 — 3:02 PM UTC

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'

April 11, 2011 — 2:51 PM UTC

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

January 18, 2011 — 2:56 PM UTC

Edelman expansion slows; back office 'overwhelmed'

$5.5 billion RIA pours money into top-line Microsoft CRM

October 21, 2010 — 4:29 AM UTC

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

September 20, 2010 — 5:06 AM UTC

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

April 5, 2010 — 4:09 AM UTC

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

March 25, 2010 — 5:27 AM UTC
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