Citywire This Week in Wealth

Sale fail won't derail Edelman's financial engine

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Ian, Alec and Alex discuss the outlook for mega-RIA Edelman Financial Engines under new CEO Ralph Haberli and the repercussions of last year’s failed sale. They also analyze a change at the top of Pershing and what this might mean for the platform in an increasingly competitive custodian market.
30 Jan English United States Investing

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