Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells Them
The outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
Why I Think Ric Edelman Is Ahead of the Curve, Again
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
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
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
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
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.