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 is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.