Ric Edelman

Last updated

Ric Edelman
Ric Edelman.jpg
Born (1958-05-28) May 28, 1958 (age 67) [1]
Education Rowan University
Occupation(s)Financial advisor, media personality
TelevisionThe Truth About Money with Ric Edelman [3] [4]
SpouseJean Edelman [5]
Website thetayf.com

Fredric Mark "Ric" Edelman [6] is an educator, innovator, influencer, and philanthropist. He and his wife Jean founded Edelman Financial Services in 1986 [7] [8] because the financial services industry was failing to serve the vast majority of Americans. Vowing to fill this void, they emphasized serving all investors regardless of their investable assets, with a focus on financial education to help consumers achieve their financial goals.

Contents

Today, Edelman Financial is the largest independent financial planning and investment management firm in the nation, with $300 billion in AUM and serving 1.4 million households. Ric and the firm have won more than 100 financial, business, community and philanthropic awards. [9] [10] [11]

Ric's 40-year snapshot

Educator

  1. the Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011)
  2. the Gold Medal Axiom Award (March 2012)
  3. an Apex Award (June 2011)
  4. Book of the Year Award by Small Press magazine (1997)
  1. the Axiom Personal Finance Book of the Year (March 2008)
  2. the Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy EIFLE Award (October 2009)

Innovator

Influencer

Philanthropy

Accolades

Corporate Boards

Non-Profit Boards

Books

References

  1. "Edelman, Ric 1958–". Encyclopedia.com. Retrieved June 26, 2020.
  2. Wollman Rusoff, Jane (May 12, 2014). "Ric Edelman: What's Wrong With IRAs, 401(k)s, and the Industry That Sells Them". ThinkAdvisor. Retrieved May 29, 2020.
  3. "The Truth About Money with Ric Edelman". IMDB. Retrieved June 11, 2020.
  4. Robinson, Jennifer (March 24, 2017). "Ric Edelman's The Truth About Retirement". KPBS. Retrieved June 11, 2020.
  5. Wenik, Ian (June 27, 2018). "'We will see a $1trn RIA': Ric Edelman is taking advice mainstream". Citywire. Retrieved May 26, 2020.
  6. "Fredric Mark Edelman: Executive Profile & Biography". Bloomberg.com. Bloomberg L.P. June 2023.
  7. "Part 2A of Form ADV: Firm Brochure" (PDF). Edelman Financial Engines. March 30, 2020. p. 4. Retrieved April 15, 2021.
  8. Thrasher, Michael (January 23, 2020). "Edelman Financial Engines Names Head of $40 Billion, 320-Advisor Retail Business". RIA Intel. Retrieved April 15, 2021.
  9. "Edelman Financial And Financial Engines Complete Merger". November 6, 2018. Retrieved November 29, 2018.
  10. Din, Suleman; Paikert, Charles; Allocca, Sean (April 30, 2018). "$3B deal of Edelman, Financial Engines puts other RIAs in the hot seat". Financial Planning. Retrieved June 11, 2020.
  11. Hallez, Emile (June 7, 2021). "Ric Edelman to step down as chairman of Edelman Financial Engines". InvestmentNews. Retrieved July 2, 2021.
  12. 1 2 "Rowan alumni Jean and Ric Edelman commit $25 million for University's Fossil Park". Rowan University. October 17, 2016. Archived from the original on October 14, 2017. Retrieved March 18, 2019.
  13. https://media.regcompliancewatch.com/uploads/rcw/media/260775/Edelman2011Brochure.PDF [ bare URL PDF ]
  14. "IShares Exponential Technologies ETF | XT".
  15. "XT ETF Stock Price & Overview".
  16. https://fundingourfuture.us/ [ bare URL ]
  17. https://dacfp.com/ [ bare URL ]
  18. "Earn Your Certificate in Blockchain and Digital Assets".
  19. "Edelmans Donate $1 Million to Nursing Program". Inside NoVa. February 10, 2008. Retrieved June 26, 2020.
  20. Chang, Kenneth (March 31, 2025). "A New Dinosaur Museum Rises..." The New York Times . Retrieved April 6, 2025.
  21. Bader, Emily (February 14, 2020). "Rowan University renames creative arts school". ROI-NJ. Retrieved August 9, 2020.
  22. Rothauser, Corey (February 12, 2020). "Rowan University approves name change for Ric Edelman College of Communication & Creative Arts". The Whit Online. Retrieved August 9, 2020.
  23. https://finance.yahoo.com/news/edelman-financial-engines-marks-seventh-163000034.html [ bare URL ]
  24. "Seventh Year as Top Independent RIA Firm by Barron's".
  25. The RIABiz listing of the 10 most influential figures in the Registered Investment Advisor industry is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be influential in the RIA business. Investor experience/returns were not considered as part of this ranking.
  26. InvestmentNews 15th Anniversary Issue. June 23, 2013.
  27. WealthManagement.com/WealthManagement Madness, March 2014.
  28. According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
  29. The 2016 Top 20 Independent Advisory Firm Ranking issued by Barron's is based on a number of criteria, including assets under management, client retention, and various factors that speak to the firm's ability to provide broad and consistent services to their clients. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The rankings are based on the universe of applications submitted to Barron's. Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's used the firm's filings with the Securities and Exchange Commission to review and consider this information, which resulted in the ranking on Aug. 27, 2016.
  30. "Barron's Advisor Hall of Fame | Barron's".
  31. "AWARDS".
  32. "Winners of the 2025 InvestmentNews Awards revealed".
  33. https://www.edelmanfinancialengines.com/ [ bare URL ]
  34. https://colossal.com/ [ bare URL ]
  35. https://www.taxstatus.com/ [ bare URL ]
  36. https://www.contio.ai/ [ bare URL ]
  37. https://www.alzdiscovery.org/ [ bare URL ]
  38. https://www.davosalzheimerscollaborative.org/ [ bare URL ]
  39. https://www.moaf.org/ [ bare URL ]