Edelman Financial Engines has acquired Viridian Advisors, a Bothell, Washington-based registered investment adviser that manages $846 million and includes tax planning and preparation among its services.
The transaction, details of which were not disclosed, is expected to close in the second quarter.
Adriel Tam, who heads Viridian and its team of CPAs and planners, will join Edelman as head of its tax practice.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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