Financial Times Again Names Edelman Financial Services to List of Top Investment Advisors


Financial Times Again Names Edelman Financial Services to List of Top Investment Advisors

PR Newswire

FAIRFAX, Va., June 23, 2017/PRNewswire/ – The Financial Times (FT) named Edelman Financial Services to its list of the Top 300 Registered Investment Advisers for 2017. The list recognizes top independent registered investment adviser (RIA) firms from across the U.S. Edelman Financial has been named to the list every year since the FT started the list in 2013.

Edelman Financial Services

“As we continue to grow, we remain focused on providing the best service to our clients by offering them personalized financial advice,” Ryan Parker, CEO of Edelman Financial Services, said. “This honor by the Financial Times is a result of our firm’s commitment to putting our clients first.”

Edelman Financial Services, headquartered in Fairfax, VA, provides financial planning and investment management services to more than 33,000 clients across the United States and manages more than $18.5 billion in assets.

“Ever since we started the firm over 30 years ago, we put our clients first,” said Ric Edelman, founder and executive chairman of Edelman Financial Services. “We are grateful for the recognition by the Financial Times.”

The annual FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. RIA firms applied for consideration and met a minimum set of criteria. Applicants were then assessed on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and managed $2.7 billion in assets.
The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).


Edelman Financial Services, with 157 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 33,000 individuals and families and manages more than $18.5 billion in assets.[1] The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,[2] and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.[3]


As of March 31, 2017.


Throughout the firm’s 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at


Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.


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SOURCE Edelman Financial Services

Options Trade Alert: InvestorsObserver releases covered-call reports for Alibaba, BlackBerry, Halliburton, Sonic and Valeant Pharmaceuticals

Options Trade Alert: InvestorsObserver releases covered-call reports for Alibaba, BlackBerry, Halliburton, Sonic and Valeant Pharmaceuticals

PR Newswire

CHICAGO, June 23, 2017 /PRNewswire/ — InvestorsObserver issues critical PriceWatch Alerts for BABA, BBRY, HAL, SONC, and VRX.

To see the high-return covered-call trades uncovered by InvestorsObserver’s analysts, read the InvestorsObserver’s PriceWatch Alert by selecting the corresponding link.

(Note: You may have to copy this link into your browser then press the [ENTER] key.)

InvestorsObserver’s PriceWatch Alerts contain all the information needed to evaluate a new covered call, and/or a diagonal spread on the underlying stock. Each report has detailed explanations of the possible outcomes and risks for each trade, as well as an easy-to-read table that gives all the relevant metrics at a single glance.


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SOURCE InvestorsObserver

Industrial Goods Stocks on Investors’ Radar — Chicago Bridge & Iron, Quanta Services, CalAtlantic, and EMCOR

Industrial Goods Stocks on Investors’ Radar — Chicago Bridge & Iron, Quanta Services, CalAtlantic, and EMCOR

PR Newswire

NEW YORK, June 23, 2017 /PRNewswire/ —

If you want a Stock Review on CBI, PWR, CAA or EME then come over to and sign up for your free customized report today. On Thursday, June 22, 2017, US markets saw broad based losses with six out of nine sectors finishing the trading sessions in red. Major US indices were mixed at the close of yesterday’s session. The NASDAQ Composite ended the day at 6,236.69, up 0.04%; the Dow Jones Industrial Average edged 0.06% lower, to finish at 21,397.29; and the S&P 500 closed at 2,434.50, down 0.05%. This Friday morning, looks at the performance of these four Industrial Goods stocks: Chicago Bridge & Iron Co. N.V. (NYSE: CBI), Quanta Services Inc. (NYSE: PWR), CalAtlantic Group Inc. (NYSE: CAA), and EMCOR Group Inc. (NYSE: EME). This morning’s free research reports on the aforesaid equities can be accessed upon registration on at:

Chicago Bridge & Iron 

The Hague, the Netherlands headquartered Chicago Bridge & Iron Co. N.V.’s stock finished Thursday’s session 2.89% higher at $13.53. A total volume of 4.62 million shares was traded, which was above their three months average volume of 3.16 million shares. The Company’s shares are trading below their 50-day moving average by 41.45%. Furthermore, shares of Chicago Bridge & Iron, which provides conceptual design, technology, engineering, procurement, fabrication, modularization, construction, commissioning, maintenance, program management, and environmental services worldwide, have a Relative Strength Index (RSI) of 20.71.

On May 24th, 2017, research firm UBS reiterated its ‘Buy’ rating on the Company’s stock with a decrease of the target price from $32 a share to $21 a share. Visit us today and download your complete report on CBI for free at:

Quanta Services 

Shares in Houston, Texas headquartered Quanta Services Inc. ended at $31.21, down 0.03% from the last trading session. The stock recorded a trading volume of 998,661 shares. The Company’s shares are trading 5.57% below their 200-day moving average. Moreover, shares of Quanta Services, which provides specialty contracting services to the electric power, and oil and gas industries in the US, Canada, Australia, and internationally, have an RSI of 37.70. The complimentary research report on PWR can be accessed at:


Irvine, California headquartered CalAtlantic Group Inc.’s stock ended yesterday’s session 0.97% lower at $34.80. A total volume of 1.48 million shares was traded, which was above their three months average volume of 1.17 million shares. The Company’s shares have advanced 2.32% on an YTD basis. The stock is trading 0.24% below its 200-day moving average. Additionally, shares of CalAtlantic Group, which operates as a homebuilder under the CalAtlantic Homes name in the US, have an RSI of 40.77.

On June 08th, 2017, research firm Bank of America/ Merrill downgraded the Company’s stock rating from ‘Buy’ to ‘Neutral’. Register for free on and download the research report on CAA at:


On Thursday, shares in Norwalk, Connecticut headquartered EMCOR Group Inc. recorded a trading volume of 251,906 shares. The stock finished 0.62% higher at $64.63. The Company’s shares have advanced 0.86% in the last one month and 5.66% in the previous three months. The stock is trading above its 50-day moving average by 0.35%. Furthermore, shares of EMCOR Group, which provides electrical and mechanical construction, and facilities services in the US, have an RSI of 49.26. Get free access to your research report on EME at:

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SOURCE Chelmsford Park SA