We asked Ric Edelman, founder of Edelman Financial Engines, what investors need to know about unrealized gains in their portfolios.

The Smithsonian affiliate opening in Boston’s Seaport is free for visitors who want to learn more about the history of money.

Everybody talks about the retirement readiness crisis, but Ric Edelman is doing something about it, staving off the coming advisor shortage in the process.

Clients with substantial crypto assets — and eager to avoid the capital gains taxes that would accompany the sale of these appreciated assets — may find their salvation in crypto-backed mortgages. This niche financial product moved a little closer into the mainstream with the recent decision by Fannie Mae, the mortgage-finance giant, to accept crypto-backed mortgages.

Financial advisor, author and Rowan alumnus Ric Edelman returned to campus for a fireside chat on April 16 for students, faculty and staff, examining the real cost, value and future of higher education in an era increasingly shaped by artificial intelligence.

Financial planning veteran Ric Edelman will serve as founding head of Rowan University's new School of Financial Planning, in partnership with Edelman Financial Engines. Rowan University announced Thursday that Edelman Financial Engines has committed $10 million to establish the new school. The emphasis will be on preparing students to attain the certified financial planner designation.

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines to establish the School of Financial Planning. Designed to address the nation's increasing shortage of qualified financial planning professionals, the new school will be distinguished by curriculum at undergraduate and graduate levels, with an emphasis on preparing students to attain the Certified Financial Planner® professional designation.

Edelman Financial Engines, an RIA and managed accounts provider with over $308 billion in client assets, made a $10 million commitment to establish the School of Financial Planning at Rowan University in Glassboro, N.J. The school will aim to address the shortage of financial planning professionals in the United States.

Rowan University in Glassboro, New Jersey, has received what university officials said may be the largest financial gift of its kind in the nation. The $10 million commitment by Edelman Financial Engines will be used to establish the School of Financial Planning within the William G. Rohrer College of Business, as part of the accredited business education program.

Rowan University received a $10 million pledge from Edelman Financial Engines to start a School of Financial Planning that will begin offering classes in fall 2026. The Glassboro-based school announced the gift April 16. Headquartered in Short Hills, Edelman Financial Engines is an independent wealth management firm serving 1 million clients with $396 billion in assets under management. Ric Edeleman, whose wife, Jean, serves on Rowan’s board of trustees, founded EFE in 1986.