RetireOne’s purchase of the Edelman broker-dealer is featured in an article by Alex Padalka for FinancialAdvisorIQ. Padalka discusses the benefits to advisors of the EF Legacy Securities acquisition, a transaction that promises to grow the RetireOne insurance and annuity back office services for RIAs.
He quotes CEO David Stone, who says RIAs come to RetireOne seeking specific insurance-related solutions. “Fee-only fiduciaries look to us as a partner who can empower them to provide holistic financial advice and plans that incorporate insurance, principal protection, lifetime income guarantees, and additional tax-deferred accumulation,” he explains.
