Press Room

JUNE 17, 2021

Ric Edelman: Advisors Missing Crypto Train

FROM ETF.COM

Ric Edelman is the founder of Edelman Financial Engines, an independent financial advisory firm. He has been named the No. 1 independent financial advisor three times by Barron’s. ETF.com recently spoke with Edelman to get his take on the cryptocurrency space and his new organization, the RIA Digital Assets Council. The following transcript has been lightly edited for clarity.

JUNE 16, 2021

Ric Edelman: Blockchain is most impactful technology since internet.

FROM YAHOO FINANCE

“Digital assets like bitcoin, Edelman said, are different from stocks, bonds, real estate, oil, gold, and other traditional assets because they are non-correlated. This resistance to larger market fluctuations make them a valuable investment opportunity for investors looking to diversify their portfolios. “It’s the first genuinely new asset class in about 150 years,” Edelman said.”

JUNE 14, 2021

The Rise of Digital Assets: Understanding This Emerging Asset Class

FROM CPF BOARD

“Financial planners need to become knowledgeable about this new asset class for the simple reason that it’s not going away,” says Edelman. “Consumers are learning about digital assets everywhere. Just recently bitcoin was featured on the front page of both USA Today and The New York Times.”

JUNE 7, 2021

Ric Edelman Steps Back From Edelman Financial Engines

FROM BARRON’S

So what’s next? You’ve taken a big interest in cryptocurrency.
“I founded the RIA Digital Assets Council to help advisors provide advice to clients about Bitcoin and other digital assets. I’m personally a big fan of digital assets and I believe that in the future they will be a routine part of a diversified portfolio for all investors. My mission is to help financial advisors understand this new technology, and evaluate its role in portfolio management. [Cryptocurrency] will prove to be the most impactful innovation in global commerce since the internet itself. Financial advisors have an obligation to learn about this new technology so they can serve their clients’ best interests.”

JUNE 7, 2021

Ric Edelman on Digital Assets, Trends in Investing and Confronting Difficult Questions

JOURNAL OF FINANCIAL PLANNING

WHO: Ric Edelman
WHAT: Founder, Edelman Financial Engines and RIA Digital Assets Council
WHAT’S ON HIS MIND: “Internet 3.0 is the internet of money—the ability to connect with money on a global scale.”

JUNE 3, 2021

‘The bad reputation is well deserved’: Ric Edelman’s damning verdict on financial services

MISTAKES WERE MADE PODCAST | CITYWIRE

Ric Edelman offers key revelations on Bitcoin, how the financial services industry treats clients and more on Mistakes Were Made Podcast with Alex Steger and Frank Talbot.

MAY 25, 2021

First 100 Financial Professionals Complete RIADAC’s Certificate in Blockchain and Digital Assets® Program

FROM EIN PRESSWIRE

The RIA Digital Assets Council, in partnership with the New York Institute of Finance, today announced that 100 financial professionals have completed the new Certificate in Blockchain and Digital Assets® course. To celebrate this milestone, financial professionals can receive a $100 discount when enrolling in the program using Promo Code RIADAC100, through May 31, 2021.

MAY 19, 2021

Cryptocurrency scams rose 1,000 percent in the past year and cost consumers at least $80 million, FTC says

FROM THE WASHINGTON POST

Ric Edelman, the founder of Edelman Financial Engines, said it was inevitable that criminals would exploit the interest in cryptocurrencies. “Scams involving bitcoin are no surprise, any more than the fact that as soon as we invented cars we started having car accidents,” he said. “So drive defensively and be just as defensive when investing.”

MAY 19, 2021

How to Advise Clients When Bitcoin and Other Cryptos Crash

FROM BARRON’S

“This is no different than any other crash,” says Ric Edelman, founder of Edelman Financial Engines, Barron’s top-ranked RIA firm. “A year ago when the stock market fell 35%, advisors most likely told their clients to stay focused on the long term and regard it as a buying opportunity. The same thing applies here.”

MAY 18, 2021

RIA Digital Assets Council and National Association of Personal Financial Advisors Partner to Educate Financial Advisors on Blockchain and Digital Assets

FROM EIN PRESSWIRE

RIA Digital Assets Council and The National Association of Personal Financial Advisors announced today a strategic partnership that offers NAPFA Members a $100 discount when enrolling in RIADAC’s Certificate in Blockchain and Digital Assets®.

MAY 17, 2021

Nation’s First 10 Financial Advisors Complete RIADAC Certificate in Blockchain and Digital Assets®

FROM TECHTODAY

The RIA Digital Assets Council, in partnership with the New York Institute of Finance, is honored to recognize the nation’s first ten financial advisors to complete the Certificate in Blockchain and Digital Assets® course. In order of completion, they are:

• Jeffrey Janson, CFP®, AIFA®, Senior Wealth Advisor, Summit Wealth Partners
• Adam Karron, JD, CWS®, Director, Financial Planning, Edelman Financial Engines
• Cory Archibald, CRPC®, Director, Financial Planning, Edelman Financial Engines
• Kevin Bourke, CFP®, ChFC®, Founder, Bourke Wealth Management
• Brendan Kenny, CFP®, Director, Financial Planning, Edelman Financial Engines
• Kevin Garvey, CFP®, Director, Financial Planning, Edelman Financial Engines
• Darrell Reynard, Executive Director, Financial Planning, Edelman Financial Engines
• Christopher Ibrahim, CFP®, AWMA®, Partner at Ibrahim Wealth Advisory Group, Raymond James
• Andrew Windham, Founder of College Planning Institute, Founder & CEO, Windbrook Solutions
• David Marks, CRPC®, Director, Financial Planning, Edelman Financial Engines

MAY 14, 2021

Warn Your Clients Against Buying Dogecoin

FROM THINKADVISOR BLOG | RIC EDELMAN

What You Need to Know

  • Dogecoin doesn’t have its own blockchain, mining network or development activity.
  • It was intended to be a joke, not a legitimate digital asset.
  • Dogecoin is a distraction from serious efforts to legitimize cryptocurrencies like Bitcoin and Ethereum.

MAY 4, 2021

Jeffrey Janson, CFP®, AIFA® – Nation’s First Financial Advisor to Complete RIADAC’s Certificate in Blockchain and Digital Assets®

FROM EIN PRESSWIRE

The RIA Digital Assets Council in partnership with the New York Institute of Finance, is pleased to announce that Jeffrey Janson, CFP®, AIFA®, Senior Wealth Advisor at Summit Wealth Partners, LLC, is the nation’s first advisor to complete the Certificate in Blockchain and Digital Assets® course.

MAY 4, 2021

SEC Delays Bitcoin ETF Approval

FROM THINKADVISOR

“The SEC continues to be thoughtful in its evaluation” of a Bitcoin ETF, Ric Edelman, founder of the RIA Digital Assets Council, told ThinkAdvisor on Tuesday in an email. “I am hopeful that the agency will conclude that approval of ETFs in this new asset class is better for investors because lack of such options is forcing investors to choose other paths which are often riskier and more expensive — not to mention greater risk of fraud.”

MAY 3, 2021

Ric Edelman’s RIA Digital Assets Council Partners With New York Institute of Finance

FROM THINKADVISOR

The RIA Digital Assets Council, founded by Ric Edelman, has partnered with the New York Institute of Finance for the Council Certificate in Blockchain and Digital Assets Course.

MAY 1, 2021

RIA Digital Assets Council launches certificate in blockchain, Bitcoin

FROM INVESTMENTNEWS

Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman. “We have made group discounts available to a number of other organizations in the financial services industry. So advisers should talk to their firms, their broker-dealers, their custodians to see if discounts are available to them for taking the course.”

APRIL 30, 2021

RIA Digital Assets Council & New York Institute of Finance Announce Today’s Premiere of Certificate in Blockchain & Digital Assets® Course

FROM EIN PRESSWIRE

“Advisors who can’t explain digital assets to clients will find themselves losing clients,” said RIA Digital Assets Council President Don Friedman. “By obtaining our Certificate in Blockchain and Digital Assets, advisors can gain the knowledge they need while setting themselves apart.”

APRIL 29, 2021

Let’s End the Foolish Debate on Gold vs. Bitcoin

FROM THINKADVISOR BLOG | RIC EDELMAN

But is gold soooo 20th century? Many say gold needs to step aside. There’s a new “digital gold” in town, and its name is Bitcoin.

APRIL 23, 2021

Meet the Judges for Our New Awards Program

FROM THINKADVISOR

ThinkAdvisor has announced an esteemed judging panel for its new, groundbreaking recognition program, The ThinkAdvisor LUMINARIES, debuting this year. The LUMINARIES promises to shape industry conversations in 2021 and beyond by honoring top advisors, industry executives, teams, RIAs, broker-dealers, asset managers and other organizations for their achievements.

APRIL 14, 2021

Coinbase Goes Public: Why it Matters to Advisers

FROM INVESTMENT NEWS

Coinbase’s public listing and massive valuation of about $65 billion will garner “huge amounts of attention, and thus introduce millions of people to the world of digital assets while spurring millions more investors to seriously question why they — and their financial advisers — are not investing in this fast-growing new asset class,” said Ric Edelman, founder of the RIA Digital Assets Council.

APRIL 12, 2021

How to Invest in Bitcoin Without Getting in Over Your Head

FROM BARRON’S

“We are approaching the tipping point,” says Ric Edelman, a longtime advisor who now runs the RIA Digital Assets Council, a resource for educating advisors about blockchain technologies and cryptocurrencies. “In the past several years, the question was, ‘Why are you investing in Bitcoin?’ The question is now becoming, ‘Why aren’t you?’ ” Edelman says.

APRIL 9, 2021

How Advisors Are Advising On, and Coping With, Cryptocurrencies

FROM BARRON’S

Ric Edelman, founder of the firm that is now Edelman Financial Engines, the country’s biggest independent RIA, says an allocation of 1% is appropriate. “It will not harm you if it becomes worthless,” he says. “It will be annoying, but it won’t be devastating, and it can have a meaningful impact.”

APRIL 7, 2021

Positioning Your Practice for A ‘Bull Market for Advice’

FROM BARRON’S

Be ready for crypto. Panelists advised learning about digital assets, even if they aren’t ready to offer them to clients. “It’s here,” Canter says. “So, whether it’s Bitcoin, Ether, or the latest craze—nonfungible tokens—it really behooves advisors to get educated.” His book recommendation: Digital Gold, by Nathaniel Popper. For education, he also recommends checking offerings from the RIA Digital Assets Council.

MARCH 31, 2021

FPA, Ric Edelman’s Digital Assets Council to Educate Planners on Crypto

FROM THINKADVISOR

What you need to know:

  • A strategic partnership gives FPA members financial education on the application of blockchain and digital assets.
  • It includes a 50% discount on the RIADAC certificate program for financial planners.
  • Advisors hesitate to invest client assets in cryptocurrencies, waiting for central banks to act on their own digital assets.

MARCH 31, 2021

FPA Teams With Edelman To Educate Members On Crypto

FROM FINANCIAL ADVISOR MAGAZINE

“I’m pleased FPA has this opportunity to work with RIADAC to build our members’ competency in digital assets, which will allow them to augment their knowledge and better serve clients,” FPA CEO Patrick D. Mahoney said.

MARCH 31, 2021

As Digital Currencies Gain Popularity, FPA and RIA Digital Assets Council Announce Education-Focused Partnership

FROM PR NEWSWIRE

According to the RIA Digital Assets Council, 80% of financial advisers receive questions from clients about bitcoin, but only 8% can adequately explain digital assets. As cryptocurrency becomes more mainstream, now is the time for financial planners to build competency in this asset class.

MARCH 22, 2021

RIADAC Partners With New York Institute of Finance and Faculty For Certificate in Blockchain & Digital Assets® Program

FROM EIN PRESSWIRE

The RIA Digital Assets Council announced today its partnership with the New York Institute of Finance to offer the Certificate in Blockchain and Digital Assets®, a comprehensive, 10-module online self-study program for financial advisors.

MARCH 15, 2021

Why Financial Advisers Are Wary of Cryptocurrency

FROM THE STREET

It’s not quite a thing yet. It might be soon given all the buzz. Someday soon it might become an asset class that investment advisers use in their client’s portfolios — right alongside other alternative investments.

MARCH 10, 2021

1,200 Investment Professionals Attend RIADAC VISION — The Premier Blockchain & Digital Assets Event

FROM EIN PRESSWIRE

More than 1,200 attendees swamped the inaugural VISION Conference hosted by the RIA Digital Assets Council. Three-fourths of the attendees at this premiere blockchain and digital assets event are financial advisors (51%) or institutional investors (24%).

MARCH 9, 2021

Ross Gerber’s Firm to Offer Crypto Exposure Through Gemini

FROM BLOCKWORKS

“We are seeing an increase in engagement in the digital asset space by financial advisors,” said Ric Edelman, founder of RIA Digital Assets Council. “They recognize that small allocations of as little as 1% can materially improve returns and reduce risks, without exposing their clients to significant harm if the trade performs poorly.”

FEBRUARY 19, 2021

SEC Commissioner Hester Peirce Headlines All-Star Speaking Faculty at RIADAC VISION

FROM EIN PRESSWIRE

The Honorable Hester M. Peirce, Commissioner with the U.S. Securities and Exchange Commission, will speak at RIADAC VISION, the premier virtual conference for Registered Investment Advisors on March 4.

FEBRUARY 18, 2021

Advisers agree: It’s Time to Stop Ignoring Bitcoin From InvestmentNews

FROM INVESTMENTNEWS

For advisers, the Bitcoin rally is a sign to stop avoiding cryptocurrencies and, instead, educate themselves to provide effective financial advice on the digital asset, said Ric Edelman, founder of the RIA Digital Assets Council.

FEBRUARY 18, 2021

Advisers agree: It’s Time to Stop Ignoring Bitcoin From InvestmentNews

FROM INVESTMENTNEWS

For advisers, the Bitcoin rally is a sign to stop avoiding cryptocurrencies and, instead, educate themselves to provide effective financial advice on the digital asset, said Ric Edelman, founder of the RIA Digital Assets Council.

FEBRUARY 11, 2021

InvestmentNews Announces Fintech-Focused Editorial Advisory Board

FROM INVESTMENT NEWS

Ric Edelman, Founder of RIADAC, together with some of the most prominent leaders in wealthtech, selected for new InvestmentNews fintech-focused editorial advisory board.

JANUARY 7, 2021

Ric Edelman: 12 Predictions for Bitcoin, Other Cryptos in 2021

FROM THINKADVISOR

“Blockchain and digital assets are new asset classes with the potential to transform commerce on a global scale,” Ric Edelman, founder of the RIA Digital Assets Council, said upon release of the council’s predictions for 2021.

JANUARY 4, 2021

SEC Says Some BDs Can Custody Digital Assets

FROM THINKADVISOR

In a move that SEC Commissioner Hester Peirce has called “baby steps,” the Securities and Exchange Commission is letting special purpose broker-dealers to custody digital assets, under certain conditions, and is requesting comments on the “evolving standards and best practices” with respect to custody of digital asset securities.

JANUARY 4, 2021

Digital Assets Set to Soar In ’21, Council Says

FROM FINANCIAL ADVISOR MAGAZINE

The value of digital assets will increase this year—perhaps significantly, according to the RIA Digital Assets Council.

JANUARY 1, 2021

RIA Digital Assets Council Releases 21 Predictions for 2021

The RIA Digital Assets Council announces its 21 Predictions for 2021. For seven days beginning on New Year’s Day, Twitter, LinkedIn and Facebook followers will receive three captivating predictions per day, each devoted to blockchain and digital assets.

DECEMBER 29, 2020

Cryptocurrencies Feature: How to Invest in Bitcoin: It can Be Easy but Watch Out for Fees.

FROM BARRON’S

“I’m very frustrated that the SEC [Securities and Exchange Commission] has not yet approved a Bitcoin ETF,” says Ric Edelman, founder of Edelman Financial Engines. His firm manages more than $200 billion for 1.27 million investors who tend to be well-off but not rich.

DECEMBER, 2020

Ric Edelman: ‘We have Solved’ Crypto Custody Problem

FROM THINKADVISOR

“You’ve got major players engaged here” in the custody of digital assets, Edelman said. “Fidelity first and foremost.”

NOVEMBER 2020

With Bitcoin Zooming, Ric Edelman Readies Certification Program in Digital Assets

FROM FINANCIAL ADVISOR MAGAZINE

Ric Edelman is hoping to change advisors’ reticence by offering the first-of-its kind advisor certification in blockchain and digital assets technology. The 10-course certification, which financial advisors will be able to take at their own pace, is being offered by the RIA Digital Assets Council, or RIADAC, which Edelman founded in 2018 as a go-to source of information and education for advisors.

OCTOBER 2020

RIA Digital Assets Council, founded by Ric Edelman, acquires JV Events Group, appoints Inside ETFs co-founder as President and launches new website plus Certification Program for Advisors

The RIA Digital Assets Council announced today that it has acquired JV Events Group, which owned the Digital Asset Strategy Summit, and its founder, Don Friedman, has joined RIADAC as president.

NOVEMBER 19, 2020

Bloomberg Wealth: Bitcoin’s Very Good Week

Read the feature

OCTOBER 14, 2020

Crypto Council Founded By Edelman Buys JV Events Group

Read the feature

OCTOBER 13, 2020

Ric Edelman’s Crypto Council Buys Events Group, Names Inside ETFs Co-Founder President

Read the feature

FEBRUARY, 2020

FA: Crypto Currency Revolution: Are Advisors Ready to Take Advantage?

Read the feature

JANUARY, 2020

RIADAC Brings Vital Education on Blockchain and Digital Assets

Read the press release

AUGUST, 2019

ABCC Changes Name to RIA Digital Assets Council (RIADAC)

Read the press release

MARCH, 2019

Training and Education Improve Advisors’ Views of Bitcoin

Read the press release

MARCH, 2019

Ric Edelman’s Advisor Blockchain and Cryptoassets Council Kicks off Barron’s Independent Advisor Summit

Read the press release

MARCH, 2019

Ric Edelman Forms Council on Blockchain and Crypto

Read the press release

For media inquiries, contact:

Don Friedman | 646-321-1785 | don@riadac.com
Ric Edelman | 703-251-0124 | ric@riadac.com

For media inquiries, contact:

Don Friedman | 646-321-1785 | don@riadac.com
Ric Edelman | 703-251-0124 | ric@riadac.com