Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm. Bruce and Jeff ask him about his efforts to help the financial services industry understand and embrace digital innovations like blockchain, Bitcoin and more.
Guest interview — Ric Edelman — 1:10 to 39:35
Related links:
Digital Assets Council of Financial Professionals
Guest Bio
Ric Edelman launched Edelman Financial Services in 1987, aiming to create a financial advice firm with a client-centric approach focused on providing financial help to everyday American families. He merged that firm with Financial Engines in 2018 to create Edelman Financial Engines with $270 billion in assets under management and 340 advisers. He’s also been host of the Ric Edelman Radio Show for more than 29 years. Three years ago he created RIADAC, the RIA Digital Assets Council, to teach financial professionals about blockchain and digital assets.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.