The plan could be part of Edelman becoming an aggregator of advisor firms. The acquisition could help Edelman build scale, while providing marketing, branding, lead generation and back-office support for the acquired firm.
Estimated reading time: 0 minutes, 17 seconds
Edelman Financial Services Shopping for $1B Advisor
Edelman Financial Services plans to acquire an advisor with at least $1 billion in assets under management, according to InvestmentAdvisorOne.
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