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CEO Jay Shah must chart a new course after the 2018 merger of the radio superstar RIA and the 401(k) robo-advisor fails to yield invisioned growth.
The Mountain View, Calif., manager of $260 billion of AUM is splitting a two-hour slot in 25 markets between its namesake's new show and two ringers -- Jean Chatzky and Soledad O'Brien
It must 'demonstrate that it can operate and grow without me,' says Edelman, who pulled the trigger on his departure, following the company's recapitalization.
The willingness of Warburg Pincus to re-up on the $260-billion AUM manager of RIA and 401(k) assets means Hellman Friedman can de-risk and crank up growth.
The Edelman Financial Engines co-founder expresses 'confidence in the RFP process,' and sources say the leading contender may be Apex Clearing.
Ric Edelman is an early Envestnet 'wellness' pilot and Yodlee's expanding margins are -- maybe -- a good sign for that unit as it moves toward break-even
The $16-billion-AUM RIA's poach of Ryan Parker gives Ric Edelman the bandwidth to exert more of his people power
James Mendelsohn aims to realize the 'potential energy' of the growth-stalled RIA empire Edelman Financial by exercising branding and marketing skills
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
PE dollars, succession angst, women executives seeking same and, of course, the robo sweepstakes spurred these advisor-entrepreneurs to dare and to risk much
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
After less than a year together, Bach is on a long vacation and Edelman is still pursuing a succession plan
Flow, buzz and frenzy were constrained by the multi-floor set-up but new players in the RIA space celebrated the event and its value proposition
As Edelman grooms his firm for a sale, the timetable to replace himself at the chief exec spot fast-forwards by years
Shares of Silvercrest Asset Management are up about 40% and Wall Street analysts are proferring praise
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