For the 17 million high school students thinking about their future, college is often the best choice. But less than half of college students graduate and many of those who graduate get degrees that don't lead to good jobs. And 37 million U.S. adults are saddled with massive student loan debt that has caused them to delay buying a car or house, marrying or having children.
Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the government shutdown. Plus, Jamie Dimon says we should be on ‘cockroach’ alert, and we discuss gold's unstoppable rise. Ric Edelman also drops in with the real truths about our financial futures and shatters some classic myths about diversification, retirement, and the cost of college.
A little-known Dallas start-up with a dusty analog asset – the IRS database – is already being called a “unicorn” and a “game-changer” because it puts the ultimate big data into the hands of small RIAs.
Renowned financial advisor Ric Edelman and former Orion Advisor Solutions CEO Eric Clarke have joined the board of directors at TaxStatus, a fintech company that delivers IRS data on clients to their financial advisors.
The private equity era in RIA M&A isn't over but now faces entry from sovereign wealth funds and BlackRock-owned private credit firms. "They play a little bit different role than the traditional private equity investment," Mercer's CEO Dave Welling told InvestmentNews in reference to long-term capital from Singapore's sovereign wealth fund, GIC.
For the second year in a row, InvestmentNews harnessed the amazing energy of the wealth management industry's luminary advisors, asset managers, CEOs, and stakeholders for an evening of celebration. The 2025 edition of the InvestmentNews Awards was another roaring success, honoring those leaders who have paved the way while celebrating the next generation of all-star financial advisors.
Alliance’s Retirement Income Institute reported that 4.18 million Americans will reach retirement age this year, with many wondering if they have enough set aside for their golden years. Ric Edelman, co-founder of Edelman Financial Engines, strongly believes retirement as we know it will look very different over the next few decades because people are living longer.
In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the largest RIA in the country, (over $300 Billion in assets managed) Ric’s journey is filled with insights, strategies, and bold thinking that every advisor can learn from.
One of the most recognized names in personal finance is urging Americans to increase their financial literacy, and urging the country to do a better job of providing the education.
The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about the traditional approach to long-term retirement income planning.
