Jump to content

User:MaryGaulke/sandbox/Ric Edelman requests

From Wikipedia, the free encyclopedia

Hi! Edelman Financial Engines has hired me to draft some edits for this article. Here's what I'm proposing, broken out by section. Here's a mockup of the article with all the edits implemented.

Lead

[edit]
  • Adding infobox:
Ric Edelman
Ric Edelman, founder and board member, Edelman Financial Engines
Born (1958-05-28) May 28, 1958 (age 66)[1]
Philadelphia, Pennsylvania[2]
EducationBachelor's degree in Communications, Rowan University, 1980[3]
Occupation(s)Founder and board member, Edelman Financial Engines[4]
TelevisionThe Truth About Money with Ric Edelman[5][6]
SpouseJean Edelman[7]
Websitewww.edelmanfinancialengines.com/ric-edelman-radio
Code for copying
{{Infobox person | name = Ric Edelman | image = Ric Edelman.jpg | alt = Ric Edelman, founder and board member, Edelman Financial Engines | caption = | birth_date = {{Birth date and age|1958|05|28}}<ref>{{cite web |title=Edelman, Ric 1958- |url=https://www.encyclopedia.com/arts/educational-magazines/edelman-ric-1958 |website=Encyclopedia.com |accessdate=26 June 2020}}</ref> | birth_place = [[Philadelphia]], [[Pennsylvania]]<ref name="WR">{{cite news |last1=Wollman Rusoff |first1=Jane |title=Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells Them |url=https://www.thinkadvisor.com/2014/05/12/ric-edelman-whats-wrong-with-iras-401ks-and-the-in/?slreturn=20190927235406# |accessdate=29 May 2020 |work=ThinkAdvisor |date=12 May 2014}}</ref> | education = Bachelor's degree in Communications, [[Rowan University]], 1980<ref name="Romalino"/> | occupation = Founder and board member, [[Edelman Financial Engines]]<ref>{{cite news |last1=Garmhausen |first1=Steve |title=Ric Edelman: A Scaled-Up Gadfly |url=https://www.barrons.com/articles/ric-edelman-a-scaled-up-gadfly-51579282957 |accessdate=18 June 2020 |work=Barron's |date=17 January 2020}}</ref> | years_active = | notable_works = | home_town = | television = The Truth About Money with Ric Edelman<ref>{{cite web |title=The Truth About Money with Ric Edelman |url=https://www.imdb.com/title/tt1910388/ |website=IMDB |accessdate=11 June 2020}}</ref><ref>{{cite news |last1=Robinson |first1=Jennifer |title=Ric Edelman’s The Truth About Retirement |url=https://www.kpbs.org/news/2016/nov/22/ric-edelmans-truth-about-retirement/ |accessdate=11 June 2020 |work=KPBS |date=24 March 2017}}</ref> | spouse = Jean Edelman<ref name="Wenik">{{cite news |last1=Wenik |first1=Ian |title=‘We will see a $1trn RIA’: Ric Edelman is taking advice mainstream |url=https://citywireusa.com/registered-investment-advisor/news/we-will-see-a-1trn-ria-ric-edelman-is-taking-advice-mainstream/a1131882 |accessdate=26 May 2020 |work=Citywire |date=27 June 2018}}</ref> | website = {{URL | https://www.edelmanfinancialengines.com/ric-edelman-radio}} }}
  • In first sentence, replace chairman and co-founder of Edelman Financial Services, LLC, with founder of Edelman Financial Engines,.
  • Also in first sentence, replace several with 10 (per article body).
  • Delete , syndicated by Syndicated Solutions, which is no longer accurate.[8]
  • Adding after Edelman was also the host of the public television show The Truth About Money with Ric Edelman.:
Edelman is the founder of the RIA Digital Assets Council[9] and the Funding Our Future Coalition, with the Bipartisan Policy Center.[10]
  • Deleting
Edelman was ranked the #1 Independent Financial Advisor in the United States by Barron’s in 2009, 2010, 2012, and 2018.[11][12] For 2018, Edelman was ranked #1.[12]
I recommend moving this information into the new "Industry recognition" section (below), where I've also provided details on how I propose updating it.
  • Deleting He is an alumnus of Glassboro State College, now Rowan University, with a bachelor's degree in communications.[citation needed] – I recommend moving this information into the new "Personal life" section (below), and I've provided a source for it.
  • Deleting In October 2016, Jean and Ric Edelman donated $25 million to the Edelman Fossil Park at Rowan University.[13] – I recommend moving this information into the new "Personal life" section (below).

Edelman Financial

[edit]

Updating section as follows:

Edelman Financial Engines
Ric and Jean Edelman co-founded Edelman Financial Services, LLC. is a financial advisory firm, in 1987 with offices in the Washington D.C., New York, Orange County, and Dallas metro areas.[14] He was chairman of the company from 1987 to 2018.[7] Edelman sold a majority stake of Edelman Financial Services to Sanders Morris Harris Group, a wealth management firm, in 2005.[2] In 2015, private equity firm Hellman & Friedman became the majority owner of Edelman Financial Services.[15] In 2018, Hellman & Friedman also took the merged Edelman Financial Services with another firm, Financial Engines, private and merged the two firms into the newly named to form Edelman Financial Engines.[16][17] Ric Edelman took up the a position on the Board board of the combined firm as chairman of, where he oversees financial education and client experience.[citation needed][18] In 2019, InvestmentNews named Edelman to its list of "20 people who helped shape the financial planning industry."[19]

Clean code for copying
==Edelman Financial Engines==

Ric and Jean Edelman co-founded Edelman Financial Services, a [[financial advice|financial advisory]] firm, in 1987.<ref>{{cite news |last1=Caffrey |first1=Michelle |title=$25M gift to transform Rowan University's fossil park into 'world-class destination' |url=https://www.bizjournals.com/philadelphia/news/2016/10/17/rowan-university-fossil-parrk-edelman-financial.html |accessdate=11 June 2020 |work=Philadelphia Business Journal |date=17 October 2016}}</ref> He was chairman of the company from 1987 to 2018.<ref name="Wenik"/> Edelman sold a majority stake of Edelman Financial Services to Sanders Morris Harris Group, a wealth management firm, in 2005.<ref name="WR"/> In 2015, private equity firm [[Hellman & Friedman]] became the majority owner of Edelman Financial Services.<ref>{{cite news |last1=Wursthorn |first1=Michael |title=Controlling Stake in Edelman Financial Sold |url=https://www.wsj.com/articles/controlling-stake-in-edelman-financial-sold-1444690604 |accessdate=26 June 2020 |work=The Wall Street Journal |date=12 October 2015}}</ref> In 2018, Hellman & Friedman merged Edelman Financial Services with another firm, Financial Engines, to form Edelman Financial Engines.<ref>{{cite web |url=https://insurancenewsnet.com/oarticle/edelman-financial-and-financial-engines-complete-merger#.W__2qPlKiM8 |title=Edelman Financial And Financial Engines Complete Merger |accessdate=29 November 2018}}</ref><ref>{{cite web |url=https://hf.com/hellman-friedman-llc-to-become-majority-owner-of-edelman-financial-services/ |title=Hellman & Friedman LLC to Become Majority Owner of Edelman Financial Services |accessdate=29 November 2018}}</ref> Ric Edelman took up a position on the board of the combined firm, where he oversees financial education and client experience.<ref>{{cite news |last1=Din |first1=Suleman |last2=Paikert |first2=Charles |last3=Allocca |first3=Sean |title=$3B deal of Edelman, Financial Engines puts other RIAs in the hot seat |url=https://www.financial-planning.com/news/3b-edelman-financial-engines-deal-puts-rias-in-hot-seat |accessdate=11 June 2020 |work=Financial Planning |date=30 April 2018}}</ref>

Industry recognition

[edit]
  • Updating and adding to text from lead:
Edelman was ranked the #1 Independent Financial Advisor in the United States by Barron’s in 2009, 2010, 2012, and 2018.[11][12] For 2018, Edelman was ranked #1.[12]
to
In July 2001, Edelman's book Ordinary People, Extraordinary Wealth appeared at #1 in the paperback "Advice, How-to and Miscellaneous" category of the New York Times Best Seller list.[20] Edelman was ranked the #1 Independent Financial Advisor in the United States by Barron’s in 2009, 2010, and 2012.[11] In 2016, Forbes ranked Edelman among the top 10 wealth advisors in America.[21][22] In 2019, Barron's added Edelman to its Financial Advisors Hall of Fame.[23] Also in 2019, InvestmentNews named Edelman to its list of "20 people who helped shape the financial planning industry"[24] and Investopedia named Edelman one of its top 100 financial advisors.[25] The editors of Talkers Magazine ranked Edelman #69 in its 2020 "Heavy Hundred" list of the most important radio talk show hosts in America.[26][27]
The 2018 ref – archived here – is a ranking for Edelman Financial Services, not Edelman personally. I added the 2016 Forbes ranking along with a ref on the methodology of how that ranking worked, the 2019 InvestmentNews and Investopedia rankings, and the Talkers Magazine acknowledgment.
Code for copying
==Industry recognition==

In July 2001, Edelman's book ''Ordinary People, Extraordinary Wealth'' appeared at #1 in the paperback "Advice, How-to and Miscellaneous" category of the [[New York Times best-seller list|''New York Times'' Best Seller list]].<ref>{{cite news |title=PAPERBACK BEST SELLERS: July 29, 2001 |url=https://www.nytimes.com/2001/07/29/books/paperback-best-sellers-july-29-2001.html |accessdate=9 August 2020 |work=The New York Times |date=29 July 2001}}</ref> Edelman was ranked the #1 Independent Financial Advisor in the United States by ''Barron’s'' in 2009, 2010, and 2012.<ref name=Barrons>{{cite news |last=McGee |first=Suzanne |title=Top 100 Independent Advisors |url=http://online.barrons.com/article/SB50001424053111904881404577601463917592328.html |accessdate=9 June 2013 |newspaper=[[Barron's (newspaper)|Barron's]] |date=25 August 2012 |quote=Ric Edelman, of Fairfax, Va.-based Edelman Financial Services, moved up from No. 2 to grab the top spot}}</ref> In 2016, Forbes ranked Edelman among the top 10 wealth advisors in America.<ref>{{cite news |title=America's Top Wealth Advisors 2016 |url=https://www.forbes.com/special-report/2016/top-100-wealth-managers/table.html |accessdate=3 July 2020 |work=Forbes |date=2016}}</ref><ref>{{cite news |last1=Shook |first1=R.J. |title=Methodology: America's Top Wealth Advisors |url=https://www.forbes.com/sites/rjshook/2016/08/03/shook-research-methodology-forbes-top-wealth-advisors/#32207b2f4c59 |accessdate=3 July 2020 |work=Forbes |date=3 August 2016}}</ref> In 2019, ''Barron's'' added Edelman to its Financial Advisors Hall of Fame.<ref>{{cite news |title=Barron’s Advisor Hall of Fame |url=https://www.barrons.com/articles/barrons-financial-advisor-hall-of-fame-51572028751 |accessdate=26 June 2020 |work=Barron's |date=25 October 2019}}</ref> Also in 2019, InvestmentNews named Edelman to its list of "20 people who helped shape the financial planning industry"<ref>{{cite news |title=Financial Planning Founders Started a Movement — and Created a Profession |url=https://www.investmentnews.com/financial-planning-founders-started-a-movement-and-created-a-profession-81110 |accessdate=26 June 2020 |work=InvestmentNews |date=14 September 2019}}</ref> and [[Investopedia]] named Edelman one of its top 100 financial advisors.<ref>{{cite news |title=Investopedia 100 Top Financial Advisors of 2019 |url=https://www.investopedia.com/top-100-financial-advisors-4427912 |accessdate=22 August 2020 |work=Investopedia |date=2019}}</ref> The editors of ''[[Talkers Magazine]]'' ranked Edelman #69 in its 2020 "Heavy Hundred" list of the most important radio talk show hosts in America.<ref>{{cite news |title=2020 Talkers Heavy Hundred • 51-75 |url=http://www.talkers.com/2020-talkers-heavy-hundred-%e2%80%a2-51-75/ |accessdate=9 August 2020 |work=Talkers Magazine |date=2020}}</ref><ref>{{cite web |title=About Ric Edelman |url=https://www.edelmanfinancialengines.com/about-ric-edelman |website=Edelman Financial Engines |accessdate=29 September 2020}}</ref><!-- Additional information on the methodologies for these awards is provided on the "About Ric Edelman" page. -->

Personal life

[edit]

Adding "Personal life" as a new section after "Edelman Financial Engines":

Edelman grew up in Cherry Hill, New Jersey.[2] He majored in communications at Rowan University (then Glassboro State College), where he met his wife Jean.[3] He began his career as a reporter for McKnight Publications from 1980 to 1986.[7]
Jean and Ric Edelman founded the Edelman Nursing Career Development Center in partnership with Inova Health System in 2001, and donated $1 million to the program in 2008.[28] The Edelmans donated $1 million to Rowan University towards the Edelman Planetarium on campus in 2002.[29] In October 2016, the Edelmans donated $25 million to the Edelman Fossil Park at Rowan University.[30][29] Rowan university also named Edelman a "Distinguished Lecturer".[30] The Edelmans donated another $10 million to Rowan University's endowment in 2019, earmarked for tuition aid for students.[3] Rowan University renamed its creative arts school the Ric Edelman College of Communications & Creative Arts in February 2020.[31][32]
In January 2020, Ric and Jean Edelman pledged $1 million towards the production of a documentary about Alzheimer's disease research.[33] During the early stages of the 2020 coronavirus pandemic, the couple made a donation to cover the cost of flying N95 masks to New Jersey to be distributed to area hospitals.[34]
Code for copying
==Personal life==

Edelman grew up in [[Cherry Hill, New Jersey]].<ref name="WR"/> He majored in communications at [[Rowan University]] (then Glassboro State College), where he met his wife Jean.<ref name="Romalino">{{cite news |last1=Romalino |first1=Carly Q. |title=Need college tuition help? Rowan unveils a $10M endowment for communications, creative arts scholarships |url=https://www.courierpostonline.com/story/news/local/south-jersey/2019/11/14/rowan-edelmans-announced-10-million-endowment-student-scholarships/4187900002/ |accessdate=29 May 2020 |work=The Courier-Post |date=14 November 2019}}</ref> He began his career as a reporter for McKnight Publications from 1980 to 1986.<ref name="Wenik"/> Jean and Ric Edelman founded the Edelman Nursing Career Development Center in partnership with [[Inova Health System]] in 2001, and donated $1 million to the program in 2008.<ref>{{cite news |title=Edelmans Donate $1 Million to Nursing Program |url=https://www.insidenova.com/news/fairfax/edelmans-donate-1-million-to-nursing-program/article_585f38df-9b7b-57c2-b508-503531571edb.html |accessdate=26 June 2020 |work=Inside NoVa |date=10 February 2008}}</ref> The Edelmans donated $1 million to Rowan University towards the Edelman Planetarium on campus in 2002.<ref name="D'Amico"/> In October 2016, the Edelmans donated $25 million to the Edelman Fossil Park at Rowan University.<ref name=Rowan">{{cite news |title=Rowan alumni Jean and Ric Edelman commit $25 million for University’s Fossil Park |url=https://today.rowan.edu/home/news/2016/10/17/rowan-alumni-jean-and-ric-edelman-commit-25-million-universitys-fossil-park |accessdate=18 March 2019 |publisher=[[Rowan University]] |date=17 October 2016 |archive-url=https://web.archive.org/web/20171014193248/https://today.rowan.edu/home/news/2016/10/17/rowan-alumni-jean-and-ric-edelman-commit-25-million-universitys-fossil-park |archive-date=14 October 2017}}</ref><ref name="D'Amico">{{cite news |last1=D'Amico |first1=Diane |title=Alumni donate $25 million to Rowan Fossil Park |url=https://www.pressofatlanticcity.com/education/alumni-donate-25-million-to-rowan-fossil-park/article_f5aafa90-94ae-5aa1-b05e-f952e5e13e04.html |accessdate=8 July 2020 |work=The Press of Atlantic City |date=17 October 2016}}</ref> Rowan university also named Edelman a "Distinguished Lecturer".<ref name=Rowan"/> The Edelmans donated another $10 million to Rowan University's endowment in 2019, earmarked for tuition aid for students.<ref name="Romalino"/> Rowan University renamed its creative arts school the Ric Edelman College of Communications & Creative Arts in February 2020.<ref>{{cite news |last1=Bader |first1=Emily |title=Rowan University renames creative arts school |url=https://www.roi-nj.com/2020/02/14/education/rowan-university-renames-creative-arts-school/ |accessdate=9 August 2020 |work=ROI-NJ |date=14 February 2020}}</ref><ref>{{cite news |last1=Rothauser |first1=Corey |title=Rowan University approves name change for Ric Edelman College of Communication & Creative Arts |url=https://thewhitonline.com/2020/02/news/ric-edelman-college-of-communication-creative-arts/ |accessdate=9 August 2020 |work=The Whit Online |date=12 February 2020}}</ref> In January 2020, Ric and Jean Edelman pledged $1 million towards the production of a documentary about [[Alzheimer's disease]] research.<ref>{{cite news |last1=Donachie |first1=Patrick |title=Edelman Founders and Firm Pledge Millions for Alzheimer’s Documentary |url=https://www.wealthmanagement.com/philanthropy/edelman-founders-and-firm-pledge-millions-alzheimer-s-documentary |accessdate=9 August 2020 |work=Wealth Management |date=2 January 2020}}</ref> During the early stages of the [[2020 coronavirus pandemic]], the couple made a donation to cover the cost of flying [[N95 masks]] to New Jersey to be distributed to area hospitals.<ref>{{cite news |last1=DeMarco |first1=Jerry |title=NJ Couple Cover Cost Of Flying In 7,400 N-95 Respirators From CA To Teterboro |url=https://dailyvoice.com/new-jersey/hackensack/news/nj-couple-cover-cost-of-flying-in-7400-n-95-respirators-from-ca-to-teterboro/786239/ |accessdate=11 June 2020 |work=Hackensack Daily Voice |date=7 April 2020}}</ref>

Bibliography

[edit]

Delete unnecessary introductory sentence: Edelman has written several personal finance books: (Consider updating section title to "Books authored" instead.)

Update The Truth About Money with Ric Edelman|The Truth About Money (2010) to The Truth About Money with Ric Edelman (1997) and move to the beginning of the list accordingly.

Add after What You Need to Do Now (2001): , a financial planning book written in response to the events of September 11, 2001[35].

Add:

  • The New Rules of Money (2010)
  • The Squirrel Manifesto (2018), co-written with wife Jean Edelman[36]
[edit]

Due to my COI, I won't be editing the article directly. I appreciate any help or feedback!

References

  1. ^ "Edelman, Ric 1958-". Encyclopedia.com. Retrieved 26 June 2020.
  2. ^ a b c Wollman Rusoff, Jane (12 May 2014). "Ric Edelman: What's Wrong With IRAs, 401(k)s, and the Industry That Sells Them". ThinkAdvisor. Retrieved 29 May 2020.
  3. ^ a b c Romalino, Carly Q. (14 November 2019). "Need college tuition help? Rowan unveils a $10M endowment for communications, creative arts scholarships". The Courier-Post. Retrieved 29 May 2020.
  4. ^ Garmhausen, Steve (17 January 2020). "Ric Edelman: A Scaled-Up Gadfly". Barron's. Retrieved 18 June 2020.
  5. ^ "The Truth About Money with Ric Edelman". IMDB. Retrieved 11 June 2020.
  6. ^ Robinson, Jennifer (24 March 2017). "Ric Edelman's The Truth About Retirement". KPBS. Retrieved 11 June 2020.
  7. ^ a b c Wenik, Ian (27 June 2018). "'We will see a $1trn RIA': Ric Edelman is taking advice mainstream". Citywire. Retrieved 26 May 2020.
  8. ^ "The Ric Edelman Show". Edelman Financial Engines. Retrieved 8 July 2020.
  9. ^ Voros, Drew (27 September 2019). "Edelman: Advisors Blind To Digital Assets". ETF.com. Retrieved 3 July 2020.
  10. ^ Waddell, Melanie (27 August 2018). "Ric Edelman: Retirement Crisis Is 14 Years Away". ThinkAdvisor. Retrieved 3 July 2020.
  11. ^ a b c McGee, Suzanne (25 August 2012). "Top 100 Independent Advisors". Barron's. Retrieved 9 June 2013. Ric Edelman, of Fairfax, Va.-based Edelman Financial Services, moved up from No. 2 to grab the top spot
  12. ^ a b c d Garmhausen, Steve (17 September 2018). "Top Independent Financial Advisors" (PDF). Barron's. Retrieved 29 Nov 2018.
  13. ^ "Rowan alumni Jean and Ric Edelman commit $25 million for University's Fossil Park". Rowan University. 17 October 2016. Retrieved 18 March 2019.
  14. ^ Caffrey, Michelle (17 October 2016). "$25M gift to transform Rowan University's fossil park into 'world-class destination'". Philadelphia Business Journal. Retrieved 11 June 2020.
  15. ^ Wursthorn, Michael (12 October 2015). "Controlling Stake in Edelman Financial Sold". The Wall Street Journal. Retrieved 26 June 2020.
  16. ^ "Edelman Financial And Financial Engines Complete Merger". Retrieved 29 November 2018.
  17. ^ "Hellman & Friedman LLC to Become Majority Owner of Edelman Financial Services". Retrieved 29 November 2018.
  18. ^ Din, Suleman; Paikert, Charles; Allocca, Sean (30 April 2018). "$3B deal of Edelman, Financial Engines puts other RIAs in the hot seat". Financial Planning. Retrieved 11 June 2020.
  19. ^ "Financial Planning Founders Started a Movement — and Created a Profession". InvestmentNews. 14 September 2019. Retrieved 26 June 2020.
  20. ^ "PAPERBACK BEST SELLERS: July 29, 2001". The New York Times. 29 July 2001. Retrieved 9 August 2020.
  21. ^ "America's Top Wealth Advisors 2016". Forbes. 2016. Retrieved 3 July 2020.
  22. ^ Shook, R.J. (3 August 2016). "Methodology: America's Top Wealth Advisors". Forbes. Retrieved 3 July 2020.
  23. ^ "Barron's Advisor Hall of Fame". Barron's. 25 October 2019. Retrieved 26 June 2020.
  24. ^ "Financial Planning Founders Started a Movement — and Created a Profession". InvestmentNews. 14 September 2019. Retrieved 26 June 2020.
  25. ^ "Investopedia 100 Top Financial Advisors of 2019". Investopedia. 2019. Retrieved 22 August 2020.
  26. ^ "2020 Talkers Heavy Hundred • 51-75". Talkers Magazine. 2020. Retrieved 9 August 2020.
  27. ^ "About Ric Edelman". Edelman Financial Engines. Retrieved 29 September 2020.
  28. ^ "Edelmans Donate $1 Million to Nursing Program". Inside NoVa. 10 February 2008. Retrieved 26 June 2020.
  29. ^ a b D'Amico, Diane (17 October 2016). "Alumni donate $25 million to Rowan Fossil Park". The Press of Atlantic City. Retrieved 8 July 2020.
  30. ^ a b "Rowan alumni Jean and Ric Edelman commit $25 million for University's Fossil Park". Rowan University. 17 October 2016. Archived from the original on 14 October 2017. Retrieved 18 March 2019.
  31. ^ Bader, Emily (14 February 2020). "Rowan University renames creative arts school". ROI-NJ. Retrieved 9 August 2020.
  32. ^ Rothauser, Corey (12 February 2020). "Rowan University approves name change for Ric Edelman College of Communication & Creative Arts". The Whit Online. Retrieved 9 August 2020.
  33. ^ Donachie, Patrick (2 January 2020). "Edelman Founders and Firm Pledge Millions for Alzheimer's Documentary". Wealth Management. Retrieved 9 August 2020.
  34. ^ DeMarco, Jerry (7 April 2020). "NJ Couple Cover Cost Of Flying In 7,400 N-95 Respirators From CA To Teterboro". Hackensack Daily Voice. Retrieved 11 June 2020.
  35. ^ Gladstone, Rick (7 October 2011). "Private Sector; Giving New Meaning to a Book Rush". The New York Times. Retrieved 22 August 2020.
  36. ^ "Best-Selling Books from Ric Edelman". Edelman Financial Engines. Retrieved 11 June 2020.
Retrieved from "https://en.wikipedia.org/w/index.php?title=User:MaryGaulke/sandbox/Ric_Edelman_requests&oldid=983340663"