Edelman Financial Group

• 

  Why I Think Ric Edelman Is Ahead of the Curve, Again

  By Bob Clark, AdvisorOne  |  April 3, 2013

  Technology will change advice giving in the very near future, especially among younger people. Ric’s ready. Are you?

• 

  Can Prospecting for Clients Be Outsourced? Part 2

  By Michael E. Kitces  |  August 10, 2012

  Having your prospecting done by a third-party service doesn't eliminate the sales part of the process; for better or for worse, you still have to turn the prospects into clients.

• 

  Tibergien on Advisor M&A Trends: Expect More Deals

  By James J. Green, AdvisorOne  |  August 3, 2012

  Commenting on findings of Pershing Real Deals report on advisor M&A, Pershing Advisor Solutions’ CEO sees a re-emergence of strategic buyers and suggests the RIA business may evolve to resemble the accounting industry.

• 

  Edelman Financial to Be Sold to Private Equity Group

  By John Sullivan, AdvisorOne  |  April 16, 2012

  The well-known—and controversial—advisor, radio and television personality Ric Edelman announced Monday that his Edelman Financial Group had entered into a merger agreement with Lee Equity Partners.

• 

  Edelman Financial to Exit Independent Rep Business

  By Melanie Waddell, AdvisorOne  |  October 11, 2011

  One of the biggest wealth management firms in the country, Edelman Financial, announced Tuesday that it planned to stop serving independent reps by year-end so that it could focus on its core business of serving high-net-worth clients.