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Edelman Financial Engines Acquires $846 Million RIA Viridian Advisors

Added on May 2021 in M&A Issues
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SummaryEdelman Financial Engines, an independent financial planning firm that was created through the combination of Edelman Financial Services and Financial Engines, has acquired Viridian Advisors, a Bothell, Wash.–based financial and tax planning RIA with $846 million in assets across more than 800 clients. The deal represents Edelman's first RIA acquisition since the merger.

The best books for financial advisors

Added on May 2021 in Other Ideas
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Summary: We asked industry leaders and wealth management executives what books they would recommend about business, finance or economics. Some told us that they would suggest reading books on innovation or even life hacks, because they're useful for practice management (and managing the rest of your life.

Time to Sell or to Grow?

Added on May 2021 in Plan for the Future
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Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.

Financial planning in the new normal

Added on May 2021 in Manage Your Practice
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Summary: In 2020, as Americans spent more time than ever at home, revenues for retailers such as Lowe’s and Home Depot took off. Home renovation became a way for people to entertain themselves as they socially distanced, and it provided an opportunity to invest in their mental, physical and financial health.


Advisers, shoot for $100 million in AUM before going indie

Added on May 2021 in Form an RIA
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Summary: Financial advisers managing at least $100 million in assets under management are best suited to leave the commission side of the retail securities industry to start an independent registered investment adviser.


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