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
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The two media maestros will modify their approach to being fishers of advisors rather than fishers of assets
For one thing the RIA maestro with $18 billion of advised asset charges full boat and people are an option
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces
Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn
Wela nabbed $40 million right off the bat from its parent, Capital Investment Advisors LLC, and has Schwab veteran Paul Scudellari to ensure that assets are soon measured in billions
The Orion chief was taken aback by overwhelmed advisors but found time for predawn runs, a pep talk from a legendary coach, a tour of the Cowboys' stadium and the launch of 80 apps
The custody unit continues to roll at a 100 breakaway per quarter pace as Tom Bradley's replacement settles in
Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer
What do butternut squash and finance have in common?
Company owner denies report but says he takes phone calls of outside financiers
Ric Edelman puts marketing in a new light
Tom Bradley takes exception to how the giveaways are characterized
The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels
Edelman and Mutual Fund Store each surpass $6 billion of assets and, post-recession, they're throwing up stores with abandon
The Industry Sourcebook for RIAs