Pressroom

Dec 04, 2017

Edelman Financial Services Names Rene Chaze Chief Development Officer, Appoints Jon Isaacson as Chief Financial Officer

Edelman Financial Services, one of the nation's largest independent financial planning and investment management firms, announced today that it has named Rene Chaze to a newly created role of chief development officer, charged with driving an expansion strategy via acquisitions for the 30-year-old company, and named Jon Isaacson as its new chief financial officer, overseeing accounting and finance operations for the company. Edelman Financial Services offers personalized financial planning and investment management services to more than 34,000 individuals and families, and manages more than $20.6 billion in assets.

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Oct 19, 2017

Ric and Jean Edelman Offer $25 Million to Fund Planned XPRIZE Competition Seeking Innovative Approaches to Detecting and Ultimately Curing Alzheimer’s Disease

Ric and Jean Edelman, founders of Edelman Financial Services, have offered a $25 million donation to the XPRIZE competition focused on Alzheimer’s, supporting development of innovative approaches to combat Alzheimer’s disease. Their announcement was made at last week's 2017 XPRIZE Visioneers Summit, held in Southern California.

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Aug 09, 2017

APEX 2017 Recognizes Ric Edelman’s Inside Personal Finance Newsletter With “Grand” and “Excellence” Awards

Fairfax, VA, August 9, 2017 – Inside Personal Finance, the newsletter by award-winning personal finance expert and New York Times bestselling author Ric Edelman, has won an APEX Grand Award for overall excellence in newsletters and an APEX Award of Excellence for technical and technology writing, Edelman Financial Services announced today.

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Aug 09, 2017

Edelman Boss Reveals DOL Rule Impact at Top RIA

With the DOL Rule there’s a lot happening, and it’s basically still in limbo. Even if we saw it initially implemented in June—and it’s expected to be fully implemented in January of next year—there’s a lot happening in the sense that the DOL is reviewing it, the DOL and the SEC are asking for public comments, you have industry groups commenting.

Read on Financial Advisors.com

Aug 01, 2017

College finances 101: Managing money as a first-year student

College ruins a lot of people’s credit, putting them in a bind before graduation. With financial education and effort, it doesn’t have to be that way. From handling your first credit card to saving, incoming freshmen need to know how to manage money on their own. These tips will help freshmen prepare for financial independence.

Read on TheMorningSun.com

Aug 01, 2017

Solve Strife to Sell Change

Solving for fluidity between departments, ensuring internal alignment and increasing employee engagement.

Read on ExecLeadership.com

Jul 31, 2017

Why Won't Millennials Embrace the Stock Market?

The stock market continues to reach new highs, with the bull market in its ninth year, yet individual investors, especially millennials, are not buying it.

Read on Barrons.com

Jul 19, 2017

Student loans and borrowing from yourself to pay for college

Some parents may be tempted to borrow against assets that they already have – such as equity in their home or their retirement account – to fund their children’s college education.

Read on usnews.com

Jun 27, 2017

Ric Edelman Joins the Journal of Personal Finance Editorial Board

Ric Edelman, nationally recognized personal finance expert and #1 New York Times bestselling author, has joined the editorial board of the Journal of Personal Finance, the academic journal for financial advisors published by the International Association of Registered Financial Consultants.

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Jun 22, 2017

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

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.

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Jun 22, 2017

A 50 Year Plan for Retirement Savings

Here's the plan. For every baby born in the U.S., the government sets up an account and seeds it with $7,000. A blue-ribbon panel invests the money in a diversified portfolio that earns an average annual return of 7.68% (the average projected return of the nation's public pension plans). After 35 years, the original $7,000, adjusted for inflation, is returned to the government so that the program becomes self-sustaining, funding accounts for future newborns. The balance continues to grow until the account holder reaches age 70.

Read on Kiplinger.com

Jun 19, 2017

Investment Advisor Names Ric Edelman One of the Top 25 Financial Industry Influencers for 2017

Nationally recognized personal finance expert and New York Times bestselling author Ric Edelman was named to the 2017 Investment Advisor Top 25 list of regulators, advocates and educators, tech leaders and advisor partners.

Read on ThinkAdvisor.com

Jun 08, 2017

RIAs, Don’t Assume You’re Already in Compliance With DOL Fiduciary Rule

Don If you think that just acting in your client's best interests has you covered — or that it doesn't apply to you — you're wrong. Ric Edelman explains the biggest misconceptions about the DOL rule.

Read on ThinkAdvisor.com

Apr 19, 2017

Personal Finance Expert Ric Edelman Reveals Solution to the Social Security Crisis

T.R.U.S.T. Fund for America Turns Powerful Investing Concept Into Self-Funding Solution

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