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

Aug 09, 2017


Fairfax, VA, August 09, 2017Inside 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.

The APEX Awards recognize overall communications effectiveness and excellence. The Inside Personal Finance newsletter has provided comprehensive financial advice and strategies since 1998.

Inside Personal Finance is Ric Edelman’s 16-page monthly print source with information-packed articles and tips on subjects including retirement planning, investing, taxes, eliminating debt, estate planning, insurance and more. Out of nearly 1,400 award entries and for the second year in a row, Inside Personal Finance was given only one of four Grand Awards recognizing newsletters. The recognition for technical and technology writing is Inside Personal Finance’s fifth Award of Excellence. This year, the APEX Award acknowledged the newsletter’s “Singularity” page, where the impact of exponential technology is explored in each month’s issue.

“We’re committed to delivering financial advice that helps everyone achieve their financial goals,” said Ric Edelman, founder and executive chairman of Edelman Financial Services. “We’re honored by the recognition from APEX 2017 for our newsletter.”

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.1

The APEX 2017 Awards are the 29th annual awards for publication excellence for editors, publishers, writers and designers who create print, web, electronic and social media. Communications Concepts, Inc. sponsors the APEX Awards and advises professionals who write, edit and manage business communications on best strategies and practices.

The 2017 APEX Awards for Publication Excellence evaluated entries across 11 major categories for the Grand Awards and 100 individual categories for the Awards of Excellence. Entries were evaluated primarily for editorial quality by a designated judging panel. Find the full list of winners here.

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.[i] 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,[ii] 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.[iii]

Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

EFS offers advisory services in all 50 states, the District of Columbia, and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States and Puerto Rico. No offers may be made to or accepted from any resident outside of the 50 states, the District of Columbia, or Puerto Rico.

In 2017 the Grand Award for Newsletters, from the APEX Awards for Publication Excellence, was issued to the Inside Personal Finance newsletter. The annual APEX Awards for Publication Excellence is an annual competition for communications professionals. Awards are based on excellence in graphic design, editorial content and the success of the entry — in the opinion of the judges — in achieving overall communications effectiveness and excellence. Writing entries were evaluated primarily on the basis of editorial quality. APEX Grand Awards honor the outstanding works in each main category, while APEX Awards of Excellence recognize exceptional entries in each of the individual categories.

[i] As of March 31, 2017.

[ii] 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 EdelmanFinancial.com/awards.

[iii] 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.


Liz Dougherty
(703) 991-1695