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Articles tagged "Edelman Financial"


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Ric Edelman: I  am carefully curating my sponsors.

Edelman Financial Engines replaces 'The Ric Edelman Show' with two 'retirement'-related shows -- including one hosted and owned by Ric Edelman, yet neither (curiously) will refer prospects

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

December 13, 2021 at 7:45 PM

Ric Edelman with wife Jean are cutting the cord to their firm after 36 years in the RIA business.

Ric Edelman removes a major impediment to his firm's future growth--himself--the last act in a 36-year career that will leave Edelman Financial Engines to fend for itself

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.

July 6, 2021 at 2:32 PM

Ric Edelman sold shares at the $7.3 billion valuation on a proportional basis to  Hellman & Friedman.

Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds

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.

March 17, 2021 at 2:08 AM

Ric Edelman: We're confident the outcome of this RFP process will be very beneficial for our clients, and our planners and staff who serve them.

Ric Edelman throws his RIA's $30 billion-plus retail asset custody accounts up for grabs with anchor custodians -- TD and E*Trade -- set to be swallowed whole by Schwab and Morgan Stanley

The Edelman Financial Engines co-founder expresses 'confidence in the RFP process,' and sources say the leading contender may be Apex Clearing.

September 24, 2020 at 2:02 AM

Chris Curtis: Yodlee’s revenue has grown 44%.

As robos try to crash Envestnet's platform party, CEO Jud Bergman explains pivot to 'wellness' and tells where FolioDynamix and Yodlee stand

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

February 28, 2018 at 12:49 AM

Ryan Parker: I want to say in the clearest way possible that there's nothing driving me away from LPL

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 at 8:47 PM

James Mendelsohn's expertise in digital marketing is a relatively untapped vein at Edelman Financial

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 at 8:20 PM

The 2014 RIA hype frenzy may have peaked when suddenly Tony Robbins was everywhere.

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 at 11:42 PM

Bucking industry skepticism, Jon Stein is pitching his robo as a one-stop 401[k] shop for legacy firms.

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 at 9:28 PM

Hellman & Friedman managing director Allen Thorpe was onboard during LPL's turbo-growth years.

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 at 11:26 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

The VEO Village was moved to the fourth floor for greater space but lost some flow in the process.

What marketing truths emerged from the exhibit booths at TD Ameritrade's LINC event in San Diego

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

February 4, 2015 at 4:41 AM

Ric Edelman: Our thought was we'd hire a COO who could turn in a few years into a CEO. We've decided to accelerate that process now.

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 at 8:40 PM

Richard Hough: The company had a plan of going public from day one.

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 at 4:44 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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