On this episode:
The ranking is based on assets under management, size, experience and regulatory record. We’re excited, humbled and honored by this ranking. And listen to Ric Edelman share more great news about a very special recognition that he just received.
Life, industries and jobs are changing fast because of technological innovation. The good news is that new and higher-paying jobs are replacing old jobs. Listen to Ric Edelman unpack more of this story, explain why you need to assess your career, plus provide a tip on where to find the 175 jobs of the future.
Do you plan on flying in an airplane next year and beyond? If so, you must have a REAL ID starting on Oct.1, 2020. Listen to Ric Edelman explain what this is, how to get one and how to check whether you already have one.
From Walmart discontinuing sales of certain types of ammunition to CVS halting sales of cigarettes, large companies are taking a stand on big issues. But will these steps hurt profits and shareholders? Listen to Ric Edelman argue the opposite and explain how these companies might actually increase profits by caring about employees, customers and communities.
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Barron’s Hall of Fame advisers have been ranked for 10 or more years on the Barron’s Top 100 Financial Advisors list. Barron’s listings are based on data compiled by many of the nation’s most productive advisers, which has been submitted to and judged by Barron‘s. Key factors and criteria for each award include assets under management, revenue produce for the firm, regulatory and compliance record, and years of professional experience. This award is not indicative of this advisor‘s future performance.
*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.
**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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