The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...

Four years ago, financial advisor Ric Edelman went out on a limb in saying everyone should hold cryptocurrencies. But how much? Low single digits was his recommendation. Stream NBC 5 for free, 24/7, ...

(InvestigateTV) — 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 ...

Ric Edelman, a prominent advisor who has been a long-time advocate for digital assets, delivered what he called “a loving message” to the bitcoin community: Change the pitch or risk alienating the ...

Financial advisor Ric Edelman thinks your crypto allocation is probably too low. In a new paper, he highlighted the importance of allocating up to 40% of portfolios to crypto. It's a big change after ...

(InvestigateTV) — According to the Federal Bureau of Investigation (FBI), elder fraud is a growing crisis, with America’s aging population losing more than $3 billion to scams in 2023. Ric Edelman, ...

TaxStatus, an IRS account monitoring service, has added Ric Edelman, founder of Edelman Financial Engines, and Eric Clarke, founder and former CEO of Orion Advisor Solutions, to its board of directors ...