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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.
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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.