Edelman Financial Services
4000 Legato Road 9th Floor
Fairfax, VA 22033-2892
No. advisers: 397
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 50%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
May 22, 2017 - Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two. As online retail and service...
May 4, 2017 - The CFP Board Center for Financial Planning is creating a pilot program known as the Financial Planning Re-entry Initiative (FPRI) aimed at expanding the pool of female financial planners. Working in partnership with iRelaunch, a firm that develops career-reentry...
April 19, 2017 - New technologies, retirement plans and investment opportunities will change how advisers and clients work together and plan for their careers and retirement, according to Ric Edelman, founder and executive chairman of Edelman Financial Services.
April 19, 2017 - A prominent financial adviser is proposing to fix the Social Security system by using the same approach that he recommends to clients: Start saving early and take advantage of compound growth. Ric Edelman, executive chairman of Edelman Financial Services,...
April 16, 2017 - Many financial advisory firms are scrambling to make digital onboarding available to tech-hungry clients, but one of the largest firms in the nation is bringing the task back into the office. After offering clients the opportunity to sign contracts online...
February 26, 2017 - Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're not asking...
December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...
June 24, 2016 - Seven years after the Treasury Department recommended in a financial reform report that brokers be held to a fiduciary standard, the industry is struggling to come to grips with it. The Securities and Exchange Commission â€œshould be given new tools to...
May 24, 2016 - A former executive at LPL Financial has joined Edelman Financial Services, one of the 10 largest registered investment advisers in the country, as its chief executive. Ryan Parker, most recently managing director of investment and planning solutions at...
February 28, 2016 - Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Voya Financial Inc. has a board of directors that is 40% female, and the emphasis on diversity and inclusion carries through to the firm's advisory business, says Tom Halloran, president of Voya Financial Advisors.
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