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.
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Edelman Financial Services plans to acquire an advisor with at least $1 billion in assets under management, according to InvestmentAdvisorOne.
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.