Talk:Ric Edelman

Article Build Out
I'm going to take a stab at updating this page so that it doesn't meet Stub criteria anymore. I'll post sections as completed here for review before making updates. Squatch347 (talk) 14:34, 1 June 2018 (UTC)

Template:Westwood One removed
I tried and failed to understand how the "Westwood One" template was relevant in this article, as Edelman isn't in the template, and is not mentioned in any of the articles about that network (as far as I could see, anyway). It turns out Template:ABC Radio was moved to Template:Cumulus Media Networks in 2009, that template was moved to Template:Citadel Media in 2011, and that template was moved to Template:Westwood One in 2014. Edelman had a connection to ABC Radio Networks, but the current Westwood One template is completely unconnected to him. --bonadea contributions talk 08:24, 21 April 2020 (UTC)

COI edit requests
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

 * ✅ Adding infobox:


 * ✅ In first sentence, replace  with.


 * ❌ Also in first sentence, replace  with   (per article body).
 * I am concerned that this number could become outdated if he releases a new book and no one updates the page. I would rather keep this generalised statement for now, which means less work for editors in the future. Z1720 (talk) 20:13, 26 January 2021 (UTC)


 * ✅ Delete, which is no longer accurate.


 * ❌ Adding after :
 * I do not believe this information is notable for Edelman's biography. Z1720 (talk) 20:13, 26 January 2021 (UTC)
 * I do not believe this information is notable for Edelman's biography. Z1720 (talk) 20:13, 26 January 2021 (UTC)


 * Deleting
 * I recommend moving this information into the new "Industry recognition" section (below), where I've also provided details on how I propose updating it.
 * Moved. I created a new "Recognition" section and moved it there. I did not assess its inclusion because the editor looking at your suggestion for that section should do that. Z1720 (talk) 20:13, 26 January 2021 (UTC)
 * Moved. I created a new "Recognition" section and moved it there. I did not assess its inclusion because the editor looking at your suggestion for that section should do that. Z1720 (talk) 20:13, 26 January 2021 (UTC)


 * ✅ Deleting  – I recommend moving this information into the new "Personal life" section (below), and I've provided a source for it.


 * ✅ Deleting  – I recommend moving this information into the new "Personal life" section (below).
 * I do not recommend that this is included in the article. Making a donation is not notable unless they have an active role in the organisation. Z1720 (talk) 20:13, 26 January 2021 (UTC)

Edelman Financial
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. He was chairman of the company from 1987 to 2018. Edelman sold a majority stake of Edelman Financial Services to Sanders Morris Harris Group, a wealth management firm, in 2005. In 2015, private equity firm Hellman & Friedman became the majority owner of Edelman Financial Services. 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. 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. In 2019, InvestmentNews named Edelman to its list of "20 people who helped shape the financial planning industry."

==Edelman Financial Engines== Ric and Jean Edelman co-founded Edelman Financial Services, a financial advisory firm, in 1987. He was chairman of the company from 1987 to 2018. Edelman sold a majority stake of Edelman Financial Services to Sanders Morris Harris Group, a wealth management firm, in 2005. In 2015, private equity firm Hellman & Friedman became the majority owner of Edelman Financial Services. In 2018, Hellman & Friedman merged Edelman Financial Services with another firm, Financial Engines, to form Edelman Financial Engines. Ric Edelman took up a position on the board of the combined firm, where he oversees financial education and client experience.

I renamed the section "Business career" so that the title doesn't need to changed if the company changes their name again. I did not add the 1987-2018 because it was not verified by the source. In 2015, private equity firm Hellman & Friedman became the majority owner of Edelman Financial Services is about the company and I do not think it is part of his biography. The rest of the information was added with a copy-edit. Z1720 (talk) 21:59, 26 January 2021 (UTC)

Industry recognition

 * Updating and adding to text from lead:
 * to
 * 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.
 * 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.
 * 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.

==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. Edelman was ranked the #1 Independent Financial Advisor in the United States by Barron’s in 2009, 2010, and 2012. In 2016, Forbes ranked Edelman among the top 10 wealth advisors in America. In 2019, Barron's added Edelman to its Financial Advisors Hall of Fame. Also in 2019, InvestmentNews named Edelman to its list of "20 people who helped shape the financial planning industry" and Investopedia named Edelman one of its top 100 financial advisors. The editors of Talkers Magazine ranked Edelman #69 in its 2020 "Heavy Hundred" list of the most important radio talk show hosts in America.

The Barrons article only verified that he reached the top spot in 2012, so I took out the other years. I did not add Edelman's Top 10 Forbes rating as I did not think it was notable. Unfortunately, I cannot access the Barrons article for the Hall of Fame. If you want, you can email me a pdf of the article. The remaining three sentences are not notable recognitions as Edelman does not obtain the "top spot" in any of these recognitions or is listed among others equally. Z1720 (talk) 02:33, 27 January 2021 (UTC)
 * Hi! Sorry for the delay, but I've just shared the PDF for that Barron's source over email if you're able to take a look.
 * One other thing: In my original requests I cited a source indicating that Edelman Financial Services was founded in 1987. Apparently that is inaccurate; the correct year of founding is 1986, per Edelman's SEC filings and RIA Intel. Would it be possible to update that?
 * Thanks again for your time. I appreciate your help. Mary Gaulke (talk) 23:04, 15 April 2021 (UTC)
 * Hi I am not fulfilling edit requests at this time. I suggest that you add a new request below, and mention that you can email the pdf of the source if the new reviewer needs it. Sorry for the inconvenience. Z1720 (talk) 19:43, 18 April 2021 (UTC)
 * No problem, I'll do that. Mary Gaulke (talk) 22:27, 19 April 2021 (UTC)

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


 * ✅ Edelman grew up in Cherry Hill, New Jersey. He majored in communications at Rowan University (then Glassboro State College), where he met his wife Jean. He began his career as a reporter for McKnight Publications from 1980 to 1986.


 * 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. The Edelmans donated $1 million to Rowan University towards the Edelman Planetarium on campus in 2002. In October 2016, the Edelmans donated $25 million to the Edelman Fossil Park at Rowan University. Rowan university also named Edelman a "Distinguished Lecturer". The Edelmans donated another $10 million to Rowan University's endowment in 2019, earmarked for tuition aid for students. Rowan University renamed its creative arts school the Ric Edelman College of Communications & Creative Arts in February 2020.
 * The notable information, like co-founding Inova and the naming of the fine arts building, were already in the article. I added info about the distinguished lecturer but the rest of the information is not notable. Z1720 (talk) 02:46, 27 January 2021 (UTC)


 * ✅ In January 2020, Ric and Jean Edelman pledged $1 million towards the production of a documentary about Alzheimer's disease research. 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.
 * I removed these sections from the article because donating money is not notable as many people donate money to various causes. Instead, being instrumental in the group's activities allows for its notability. For example, Edelman's founding of Inova is notable because he co-created it. Z1720 (talk) 02:46, 27 January 2021 (UTC)

==Personal life==

Edelman grew up in Cherry Hill, New Jersey. He majored in communications at Rowan University (then Glassboro State College), where he met his wife Jean. He began his career as a reporter for McKnight Publications from 1980 to 1986.

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. The Edelmans donated $1 million to Rowan University towards the Edelman Planetarium on campus in 2002. In October 2016, the Edelmans donated $25 million to the Edelman Fossil Park at Rowan University. Rowan university also named Edelman a "Distinguished Lecturer". The Edelmans donated another $10 million to Rowan University's endowment in 2019, earmarked for tuition aid for students. Rowan University renamed its creative arts school the Ric Edelman College of Communications & Creative Arts in February 2020.

In January 2020, Ric and Jean Edelman pledged $1 million towards the production of a documentary about Alzheimer's disease research. 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.

two quick COI edit requests
Hi! Carrying over from the discussion in "Industry Recognition" above, two quick edit requests:


 * Adding to the "Recognition" section of this article:
 * In 2019, Barron's added Edelman to its Financial Advisors Hall of Fame.
 * (The article is paywalled, but I'm happy to share a PDF over email.)


 * In my original requests I cited a source indicating that Edelman Financial Services was founded in 1987. Apparently that is inaccurate; the correct year of founding is 1986, per Edelman's SEC filings and RIA Intel. Would it be possible to update that?

Thanks for your time! Mary Gaulke (talk) 22:40, 19 April 2021 (UTC)


 * Hi, I've done that date change, but not the "Recognition" one. Not because I can't see the article, but because I don't know enough about the publication to judge the notability of the recognition in what I'm assuming is an industry publication that EFE may advertise in, and I'm (perhaps overly) cautious about these "Recognition" sections in BLP's. If you're sure it is notable enough, please just redo that part of the Edit Request again below and another editor will consider it for you.
 * Cheers, AntiVan (talk) 01:06, 26 April 2021 (UTC)


 * Hi AntiVan, I believe Barron's is a pretty respectable source within the industry. The financial advisor ranking is done independently of those ranked. If I recall correctly, it is conducted by interviews with customers. I know that financial services firms cannot submit an application (in fact I think to do so would be an SEC and FINRA violation). I'll look for their methodology and post if I can find it. Squatch347 (talk) 13:51, 26 April 2021 (UTC)


 * Mary Gaulke, I don't have an account, but I'm assuming you do. Can you give us the relevant text from this methodology page?
 * Squatch347 (talk) 13:59, 26 April 2021 (UTC)
 * Absolutely:
 * Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors' firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.
 * For instance, we take into account not just the amount of assets an advisor manages, but also the type of assets—are they private-wealth assets or institutional? If they're institutional, are they for a foundation or an endowment, or are they corporate assets? We measure the growth of advisors' practices and their client retention. We also consider a wide range of qualitative factors, including the advisors' experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records.
 * Also happy to share the original PDF if helpful. Thank you! Mary Gaulke (talk) 14:41, 27 April 2021 (UTC)
 * Well, I was off on the application a bit. I think though it meets criteria for addition.  I'll wait to hear back from AntiVan to make sure we are in agreement first.  14:59, 27 April 2021 (UTC)
 * Hi! Checking in on this. Mary Gaulke (talk) 21:11, 30 May 2021 (UTC)
 * Added. Squatch347 (talk) 12:13, 1 June 2021 (UTC)