Articles tagged "Ric Edelman"
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From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns
April 10, 2013 at 4:51 AM
Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces
March 13, 2013 at 9:11 PM
The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital
January 2, 2013 at 5:40 PM
Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks
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
October 29, 2012 at 3:26 PM
How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn
October 18, 2012 at 5:42 AM
How a $1 billion Atlanta RIA is getting fellow RIAs to funnel it their small-ticket clients
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
October 4, 2012 at 4:23 AM
United Capital unveils national mass-affluent strategy keyed to a radio program
With the success of Edelman Financial and The Mutual Fund Store in mind, Joe Duran will take the mike regularly, but Steven Pomeranz will be the regular host
May 16, 2012 at 12:54 PM
8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie
April 18, 2012 at 5:58 AM
'Little' TD Ameritrade keeps moving toward being a big custodian
The custody unit continues to roll at a 100 breakaway per quarter pace as Tom Bradley's replacement settles in
April 18, 2012 at 3:52 AM
Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin
Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer
April 17, 2012 at 3:49 AM
The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors
January 4, 2012 at 5:46 AM
One woman's journey from Whole Foods to Edelman Financial
What do butternut squash and finance have in common?
October 6, 2011 at 2:54 PM
Adam Bold: The Mutual Fund Store is not for sale
Company owner denies report but says he takes phone calls of outside financiers
June 27, 2011 at 10:18 PM
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 at 3:02 PM
TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis
Tom Bradley takes exception to how the giveaways are characterized
