In the News

PR NEWSWIRE |

 | April 16, 2026

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines to establish the School of Financial Planning. Designed to address the nation's increasing shortage of qualified financial planning professionals, the new school will be distinguished by curriculum at undergraduate and graduate levels, with an emphasis on preparing students to attain the Certified Financial Planner® professional designation.

WEALTH MANAGEMENT |

 | April 16, 2026

Edelman Financial Engines, an RIA and managed accounts provider with over $308 billion in client assets, made a $10 million commitment to establish the School of Financial Planning at Rowan University in Glassboro, N.J. The school will aim to address the shortage of financial planning professionals in the United States.

WHYY |

 | April 16, 2026

Rowan University in Glassboro, New Jersey, has received what university officials said may be the largest financial gift of its kind in the nation. The $10 million commitment by Edelman Financial Engines will be used to establish the School of Financial Planning within the William G. Rohrer College of Business, as part of the accredited business education program.

NJBIZ |

 | April 16, 2026

Rowan University received a $10 million pledge from Edelman Financial Engines to start a School of Financial Planning that will begin offering classes in fall 2026. The Glassboro-based school announced the gift April 16. Headquartered in Short Hills, Edelman Financial Engines is an independent wealth management firm serving 1 million clients with $396 billion in assets under management. Ric Edeleman, whose wife, Jean, serves on Rowan’s board of trustees, founded EFE in 1986.

BUSINESS IN NEW JERSEY |

 | April 16, 2026

Rowan University is establishing a School of Financial Planning — and it is doing so with a landmark $10 million commitment by Edelman Financial Engines, the school announced today.

FINANCIAL REVIEW |

 | April 7, 2026

When US Hall of Fame financial adviser Ric Edelman calls the traditional retirement portfolio of 60 per cent shares and 40 per cent bonds “downright crazy”, people tend to listen.

FINANCIALPLANNING |

 | March 4, 2026

A financial advisor's workday is a tug-of-war between happily engaging with clients on the one hand and grudgingly interacting with operations, trading and compliance on the other. In other words, you're hunkered down trying to keep up with a host of competing demands.

CITIWIRE RIA |

 | February 27, 2026

In a wide-ranging interview at Citywire's CIO Summit in Scottsdale, Ariz. on Thursday, Ric Edelman predicted that wirehouses will soon enter the RIA space with renewed vigor and that an RIA will go public.

InvestmentNews |

 | January 26, 2026

On June 1, the InvestmentNews Awards returns to the Edison Ballroom on West 47th Street, inviting advisors, firm leaders and industry partners to swap spreadsheets for spotlights and celebrate the work they do for clients every day.

WealthManagement.com |

 | December 30, 2026

College is the most profound decision that teenagers make—and even when college is the right choice, lots of your clients’ teens will choose a bad college path. Or, more accurately, they’ll traverse that path far too slowly. And it’s up to you to help them avoid that costly mistake.