Ric Edelman Joins the Journal of Personal Finance Editorial Board

Jun 27, 2017

Fairfax, VA, July 27, 2017 – 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.

Ric will play a key role in the selection of high-quality articles containing original and credible research from financial planners across the country. From financial planning to estate planning and financial literacy, Ric will vet articles for publication and advise authors on submissions around these topics that uncover new insights in personal finance and have an impact on advice provided to individuals. 

“It’s an honor to be named to the prestigious Journal of Personal Finance Editorial Board alongside other industry experts,” said Ric Edelman, founder and executive chairman of Edelman Financial Services. “I look forward to applying my experience in reviewing submissions that will further advance the skills of financial planners.”

The Journal of Personal Finance is practitioner-oriented, but is a refereed academic journal that promotes research to examine the impact of financial issues on households as well as research on the practice and profession of financial planning. 

ABOUT RIC EDELMAN:

Ric Edelman, founder and executive chairman of Edelman Financial Services, is widely regarded as one of the top financial advisors in the field. He was ranked the nation’s #1 Independent Financial Advisor three times by Barron’s,[1] named among the country’s Top 10 Wealth Advisors by Forbes magazine,[2] and is the 2017 recipient of the IARFC’s Loren Dunton Memorial Award,[3]  a lifetime achievement award for his substantial contributions to the financial services profession and the financial interests of the public. He was also named one of the “10 most influential figures” in the advisory field by RIABiz in 2013.[4]

Ric is an award-winning radio and television personality[5] and a #1 New York Times bestselling author. His ninth book, The Truth About Your Future, was published in March and became an instant New York Times Best Seller.[6] Ric is an inductee of the Financial Advisor Hall of Fame[7] sponsored by Research magazine, a Distinguished Lecturer at Rowan University and a resident expert for Dr. Oz.

Visit Ric online at RicEdelman.com.

ABOUT EDELMAN FINANCIAL SERVICES:
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.[8] 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[9] 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.[10] 



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.

[1] 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.

[1] Forbes rankings are the opinion of SHOOK Research and are based on advisor interviews, client retention, industry experience, compliance record, assets under management and revenue generated for the firm. Investment performance is not considered. Advisors do not pay to be in the ranking.

[1] Presented by the International Association of Registered Financial Consultants (IARFC). Candidates must hold a professional designation and must have disseminated their comments on financial topics by having them widely published in articles, journals, books, etc. They must have provided outstanding personal service or leadership in the financial services industry. Nominees must have participated in some aspect of financial education to the public or to other members of the profession. Investor experience/returns were not considered.

[1] 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.

[1] 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.

[1] The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.

[1] Research magazine cover story “Advisor Hall of Fame,” December 2004 (based on serving a minimum of 15 years in the industry, having acquired substantial assets under management, demonstrating superior client service and having earned recognition from peers and the broader community for how they reflect on their profession). Investor experience/returns were not considered as part of this ranking.

[1] As of March 31, 2017.

[1] 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.

[1] 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.