From WealthManagement.com
0 visitor like this article | Viewed 2962 times | 0 comment
Summary: Financial advisor Ric Edelman, the founder of Edelman Financial Services that has $22 billion in assets under management, and his wife have authored a children’s book to help parents teach their kids financial literacy.
From InvestmentNews
0 visitor like this article | Viewed 3107 times | 0 comment
Summary: Julia Carlson never had much trouble attracting clients to the advisory firm she launched in 2009. But when she started growing by about $40 million a year, she began to recognize the firm's lack of business structure was a potential calamity in the making.
From ThinkAdvisor
Added on November 2018 in M&A Issues
0 visitor like this article | Viewed 4189 times | 0 comment
Summary: Registered investment advisor Mercer Advisors Inc. has announced the acquisition of boutique wealth management firm Beacon Wealth Management.
From WealthManagement.com
Added on November 2018 in Join an RIA
0 visitor like this article | Viewed 4097 times | 0 comment
Summary: [Podcast] Not every wirehouse advisor who moves to independence makes the break in one move: Sometimes, the road involves a series of smaller steps. Such was the case for Alex Goss, president of Goss Advisors, a $6 billion hybrid-RIA based in New Orleans. His path began in the wirehouse world, which he left for the independent broker/dealer space before launching his own firm—now one of the leading platforms for prospective advisors.
From InvestmentNews
0 visitor like this article | Viewed 3296 times | 0 comment
Summary: The Securities and Exchange Commission's review of its advertising rule is raising hopes that it will result in easing investment advisers' use of social media.
