Pressroom

Dec 21, 2012

Edelman Financial Services To Celebrate Its 25th Anniversary at Walt Disney World

FAIRFAX, VA, DECEMBER 21 —Edelman Financial Services, the nationally acclaimed financial planning and investment management firm, is celebrating its 25th anniversary in 2013. To celebrate, the company’s founders, Ric and Jean Edelman, are taking the firm’s 320 employees and their families to Walt Disney World next December, all expenses paid.

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Oct 18, 2012

1,000th Radio Show Milestone Marked by Personal Finance Authority Ric Edelman

FAIRFAX, VA, OCTOBER 18 -- This weekend, award-winning financial advisor Ric Edelman will air his 1,000th radio broadcast. Edelman’s weekly show, The Truth About Money with Ric Edelman, features financial advisors Brandon Corso and Anderson Wozny (known on-air as Branderson) and airs in 58 radio markets, including 26 of the 30 largest. Affiliates include WABC-770AM in New York, KFI-640AM in Los Angeles, WLS-890AM in Chicago and WMAL-630AM and 105.9FM in Washington, DC – the show’s flagship station.

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Sep 28, 2012

Edelman Financial Services Opens Office in Woodland Hills, CA

WOODLAND HILLS, CA, SEPTEMBER 28 -- Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Woodland Hills office at 21550 Oxnard Street, Suite 950, Woodland Hills, CA 91367.

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Sep 13, 2012

The Edelman Financial Group Shareholders Approve Merger Agreement

HOUSTON, SEPTEMBER 13, 2012 –The Edelman Financial Group Inc. (NASDAQ: EF) (“TEFG” or the “Company”) announced that its shareholders today voted to adopt the previously announced merger agreement with an affiliate of Lee Equity Partners, LLC (“Lee Equity”), a New York private equity firm. The parties intend to consummate the merger on September 19, 2012. Upon consummation of the merger, TEFG shareholders will receive $8.85 in cash for each share of TEFG common stock. At the completion of the transaction, TEFG will become a privately held company and its stock will no longer trade on the Nasdaq Stock Market.

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Sep 12, 2012

Underestimating What You Need For Retirement?

FOX business Edelman Financial Planning Director Brandon Corso on how to figure out how much money you will need for retirement and how to achieve your financial goals.

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Sep 06, 2012

Ric Edelman, Personal Finance Authority and National Talk Show Host, Named #1 Independent Advisor in the Nation for a Record Third Time

FAIRFAX, VA, SEPTEMBER 6 — Ric Edelman, award-winning financial advisor and talk show host, has been ranked the #1 Independent Financial Advisor in the nation by Barron’s.[1] Edelman is the only financial advisor to have received this distinction three times.

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Jul 26, 2012

Edelman Financial Services Expanding Seminar Activity

FAIRFAX, VA, JULY 26--Ric Edelman has announced that Edelman Financial Services is dramatically expanding its seminar activity. “The firm has hired several full-time speakers and is seeking four more to present events nationwide,” he said. In the past four months, the firm presented 40 seminars for individuals, companies, schools and community groups in 25 cities; in almost every instance the meeting rooms were filled to capacity.

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May 02, 2012

Personal Finance Authority Ric Edelman Celebrates 20 Years on Radio

FAIRFAX, VA, MAY 2 — Ric Edelman, the award-winning financial advisor and radio talk show host, celebrates 20 years of radio excellence – close to 1,000 shows – with his broadcast this weekend. Edelman's show, The Truth About Money with Ric Edelman, featuring financial advisors Brandon Corso and Anderson Wozny (known on-air as Branderson), airs in 56 radio markets, including 25 of the 30 largest, such as WABC-770AM in New York, WLS-890AM in Chicago and WMAL-630AM in Washington, DC – the show's flagship station.

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Apr 16, 2012

The Edelman Financial Group Signs Going-Private Transaction

HOUSTON, APRIL 16, 2012 –The Edelman Financial Group Inc. (“TEFG” or the “Company”) (NASDAQ: EF), a nationwide wealth management firm, today announced that it has entered into a definitive merger agreement with affiliates of Lee Equity Partners, LLC, a private equity firm, to be acquired for $8.85 per share in cash. This represents a premium of 43% over TEFG’s closing price Friday of $6.18, and a premium of 33% over TEFG’s volume-weighted average closing price over the last 20 trading days.

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Feb 24, 2012

KFI AM640 To Air Ric Edelman's Weekly Radio Show

FAIRFAX, VA, FEBRUARY 24 — Ric Edelman, the award-winning financial advisor and radio talk show host, is joining KFI AM640. Known for its “more stimulating talk,” KFI is one of the most listened-to news/talk radio stations in the U.S. Edelman’s show, The Truth About Money with Ric Edelman, featuring financial advisors Brandon Corso and Anderson Wozny (known on-air as Branderson), debuts February 26 and will be heard Sundays from 2-4pm PT.

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Feb 17, 2012

The Best Buying Opportunity in a Lifetime For Investors

FOX business Edelman Financial Services CEO Ric Edelman on why there are such great opportunities for investors right now in the markets.

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Jan 16, 2012

Poor Earnings Expected For Banks

FOX business Edelman Financial Group Chairman George Ball on why investors should expect poor earnings from the financial sector.

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Jan 13, 2012

Edelman Financial Services Opens Office in Columbus, OH

COLUMBUS, OH, JANUARY 13 — Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Columbus office at 1 Easton Oval, Suite 340, Columbus, OH 43219. "Consumers have too few opportunities to get the independent, objective financial advice they need," said Ric Edelman, twice named the #1 independent financial advisor in the nation by Barron's* “We receive hundreds of phone calls and emails every week from people seeking financial advice and information, so we are opening more local offices to help them.”

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