Articles tagged "Ric Edelman"


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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 — 10:12 PM UTC

Brooke's Bits: Financial Engines begins private life today; Yahoo!'s Wells Fargo take-down may misunderstand branded wealth managers

Three big brands come together under Hellman & Friedman tutelage and Yahoo! trashes model portfolio use at elite Wells unit, but may be unaware of norms

July 20, 2018 — 3:38 AM UTC

Ric Edelman's RIA empire to merge with legacy The Mutual Fund Stores in $3-billion deal that takes Financial Engines private

Hellman & Friedman stake the eye-popping sum in cash to outright own an RIA with nearly $195 billion of AUM including robo-advised 401(k) assets

April 30, 2018 — 11:57 PM UTC

At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins

Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles

February 12, 2018 — 10:29 PM UTC

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 — 2:18 PM UTC

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 — 11:09 PM UTC

Edelman Financial gets its CEO from LPL but the chief executive's job description isn't exactly what the old one was

The $16-billion-AUM RIA's poach of Ryan Parker gives Ric Edelman the bandwidth to exert more of his people power

May 31, 2016 — 8:47 PM UTC

Ric Edelman hires former what's-in-your-wallet Capital One CMO to replace former Verizon can-you-hear-me-now? guy

James Mendelsohn aims to realize the 'potential energy' of the growth-stalled RIA empire Edelman Financial by exercising branding and marketing skills

May 16, 2016 — 8:20 PM UTC

What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here

After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

April 5, 2016 — 3:58 AM UTC

The 10 biggest RIA moves of 2015 and what conclusions to draw from them

PE dollars, succession angst, women executives seeking same and, of course, the robo sweepstakes spurred these advisor-entrepreneurs to dare and to risk much

January 4, 2016 — 9:28 PM UTC

Why the PE that helped take LPL public now controls Edelman Financial and plans to invest more heavily

Hellman & Friedman has assumed lead-player status from Lee Equity Partners, the latest move in key-man Ric Edelman's uphill quest to make himself obsolete

October 12, 2015 — 11:26 PM UTC

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 — 8:21 PM UTC

Wanted: New CEO for Edelman Financial whose name is not Ric Edelman

As Edelman grooms his firm for a sale, the timetable to replace himself at the chief exec spot fast-forwards by years

January 23, 2015 — 8:40 PM UTC

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

July 24, 2014 — 4:44 PM UTC

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 — 7:09 PM UTC