Tuesday, October 14, 2014

Best Regional Bank Companies To Own For 2015

Best Regional Bank Companies To Own For 2015: Edelman Financial Group Inc(EF)

The Edelman Financial Group Inc., through its subsidiaries, provides wealth management and institutional services principally to individuals, corporations, and financial institutions. Its Wealth Management segment provides investment advisory, wealth and investment management, and financial planning services to high net worth and mass affluent individuals and institutions, including investment strategies and alternatives, tax efficient estate and financial planning, trusts, and agent/fiduciary investment management services, as well as private client brokerage services. The company?s Institutional Services segment provides institutional equity brokerage and hedge funds research to various institutions, which include banks, retirement funds, mutual funds, endowments, investment advisors, and insurance companies; and prime brokerage services, such as trade execution, clearing, bookkeeping, reporting, custodial, securities borrowing, financing, research, and fund raising to h edge fund clients. This segment also maintains asset management accounts on behalf of individual asset managers; and provides research, sales, and trading services to institutional investors. In addition, the company provides sports representation and management services to professional athletes, principally professional football players. It was formerly known as Sanders Morris Harris Group Inc. and changed its name to The Edelman Financial Group Inc. on May 26, 2011. The Edelman Financial Group Inc. was founded in 1998 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By CRWE]

    The Edelman Financial Group Inc. (NASDAQ:EF) reported that Ric Edelman will assume the role of Chief Executive Officer. For the past year, both Mr. Edelman and George L. Ball had served as Co-Chief Executive Officers of the Company. Mr. Ball will continue in his position as Chairman.

  • source from Top Penny Stocks For 2015:http://www.topstocksforum.com/best-regional-bank-companies-to-own-for-2015-2.html

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