Technically, tax-loss harvesting involves selling an investment at a loss to offset capital gains from more profitable investments. “It’s simply making lemonade out of lemons,” says Ric Edelman, founder of Edelman Financial Engines and the Digital Assets Council of Financial Professionals.
Most affluent investors across seven countries own and are increasing their crypto holdings despite financial advisers who remain overly cautious about digital assets. A majority of affluent investors across seven of the biggest economies hold digital assets, with crypto accounting for around 10% of their portfolios on average, according to a new CoinShares survey.
Wall Street and Washington are moving quickly to tokenize everything inside and outside of our portfolios and move them on to the blockchain. Ric Edelman drops in to explain what that really means to the future of investing and wealth management, and why it is both revolutionary and unavoidable.
Rowan University announced a new scholarship established by Ausperity Private Wealth for students planning to pursue an education in financial planning. The Moorestown-based wealth management firm committed $25,000 to establish a scholarship fund for Rowan University’s School of Financial Planning, powered by and in partnership with Edelman Financial Engines.
Prediction markets let people buy “yes” or “no” contracts on real-world outcomes, from elections to sporting events. Monthly trading volume on the two leaders, Kalshi and Polymarket, went from under $5 billion in mid-2025 to a record $50.6 billion in July 2026, boosted by the World Cup. The following is what the data shows about who uses them, and what it means for advisors and their clients.
"$500,000 by 2030" for bitcoin sounds aggressive until Ric Edelman shows you the math. In this interview, Edelman explains that his Bitcoin price target rests on a single assumption — a 1% global allocation to Bitcoin and why he now suspects the number is both too low and too late.
AI listened in on a full year of advisor-client meetings. What it heard should give every advisor pause. Here’s what 12,000 conversations reveal about the meetings we thought we understood.
Congress couldn't pass the CLARITY Act, but the SEC, the CFTC and the firms rebuilding US market infrastructure never waited on it. Here's what's actually landing on client statements this fall, law or no law.
AI can't run your compliance program — but it can make everything around it faster and easier to defend. Orion Compliance's Louis Giannini breaks down what AI actually does well, where humans still need to call the shots, and the governance groundwork firms need before scaling it.
As recently as a few months ago, spending heavily on artificial intelligence was a badge of honor in corporate America. But that mood has flipped, in part due to findings like the ones in a recent BCG study, which found that just 6% of companies they examined saw reduced costs or increased revenue after adopting AI tools.
