Press Room
Affluent investors seen boosting crypto exposure: Survey
FROM COINTELEGRAPH | OCTOBER 6, 2026
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.
Bitcoin to Hit $500,000 by 2030, Reiterates Financial Advisor Ric Edelman: ‘Don’t Really Care About the 4-Year Cycle’
FROM BENZINGA | SEPTEMBER 29, 2026
Financial advisor and bestselling author Ric Edelman reiterated on Monday that Bitcoin (CRYPTO: BTC) will hit $500,000 by 2030. During the Bitcoin Treasuries Conference, Edelman described Bitcoin as the “best-performing” asset since its inception and anticipated this trend to continue for the “foreseeable future.”
Bitcoin To $1 Million? Ric Edelman Says A 2% Global Allocation Could Get BTC There
FROM YAHOO! FINANCE | SEPTEMBER 29, 2026
Bitcoin (BTC) could reach $1 million if investors worldwide allocated just 2% of their assets to the cryptocurrency, Edelman Financial Engines founder Ric Edelman said, adding that broader adoption could drive significant upside.
Ric Edelman Predicts $500,000 Bitcoin by 2030, Says BTC Could Follow Amazon’s 1999 Trajectory: ‘Everybody Owns It’
FROM BENZINGA | SEPTEMBER 18, 2026
Financial advisor Ric Edelman states that the debate over investing in Bitcoin (CRYPTO: BTC) mirrors the 1999 skepticism surrounding Amazon.com Inc. (NASDAQ:AMZN), predicting the digital asset will become a widely held portfolio asset.
Failure Of CLARITY Act Is No Cause For Panic
FROM FINANCIAL ADVISTOR | SEPTEMBER 17, 2026
The Senate couldn’t find 60 votes for the CLARITY Act. After more than a year of negotiation, a committee markup and a procedural vote that finally made it to the floor, the most significant piece of crypto market structure legislation in American history has stalled—perhaps for this Congress, perhaps for longer.
Ric Edelman confirmed to speak at the Bitcoin Conference New York, September 28
FROM BITCOIN TREASURIES CONFERENCE | SEPTEMBER 15, 2026
Ric Edelman will speak at the Bitcoin Treasuries Conferenceon Monday, September 28, at Second in Midtown Manhattan, on the role RIAs will play in institutional digital asset adoption. We’re flagging this because of how fast the fiduciary conversation around digital assets has shifted this year.
Wealth Think AI saves time — but does it grow a firm’s bottom line?
FROM FINANCIAL PLANNING | SEPTEMBER 8, 2026
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.
What everyone gets wrong about Bitcoin in 2026
FROM ADVISORANALYST.COM | AUGUST 21, 2026
Ric Edelman, founder of Edelman Financial Engines (one of the largest independent RIA Firms in the U.S.), the Digital Assets Council of Financial Professionals (DACFP) and one of the architects of modern independent wealth management, joins Pierre Daillie and Mike Philbrick on Raise Your Average for a searching, unvarnished conversation about where the digital asset story actually stands today.
Edelman Financial holds $40M in Bitcoin ETFs, surpasses Amazon stake
FROM CRYPTO BRIEFING | AUGUST 16, 2026
Edelman Financial Engines, the independent registered investment advisor managing roughly $326 billion in client assets, has disclosed $40 million in spot Bitcoin ETF holdings. That position is now larger than the firm’s $25 million stake in Amazon.
Is This a Precarious Time for Crypto—or Merely for Crypto Investors?
FROM WEALTH MANAGEMENT | AUGUST 16, 2026
The first six months of 2026 have been brutal for digital assets. Bitcoin touched its winter low. The Fear Gauge jumped 20%. A record ten-day outflow drained $4 billion from bitcoin ETFs. Does this portend the end of crypto? Or might something entirely different be happening?
Will Bitcoin Rebound? Advisors May Be Watching The Wrong Signals
FROM FINANCIAL ADVISOR | JUNE 30, 2026
After climbing to an all-time high above $125,000 in early October 2025, the world’s largest cryptocurrency recently traded around $60,000, losing more than half its value. Billions of dollars have flowed out of spot bitcoin ETFs, investor sentiment has cooled and even some longtime bulls have tempered near-term expectations.
DACFP Announces that America’s #1 Crypto Education Program is Now Fully Updated, While Survey Shows 82% of Investors Expect Advisors to be Crypto-Knowledgeable
FROM PR NEWSWIRE | JUNE 25, 2026
DACFP has released a complete update to its Certified in Blockchain and Digital AssetsSM online course, with all-new content on portfolio construction, regulation, crypto taxation and more. Current CBDA holders get free access to all the new content.
Ric Edelman predicts CLARITY Act may unlock crypto floodgates
FROM CRYPTO.NEWS | JUNE 22, 2026
In a recent interview, Edelman said the disconnect between crypto prices and industry activity has become increasingly noticeable as large financial firms continue expanding their blockchain and tokenization efforts.
Ric Edelman Says Crypto Market Sentiment Weakens Despite Growing Institutional Adoption
FROM TOKENPOST | JUNE 22, 2026
Financial advisor Ric Edelman believes investor sentiment and cryptocurrency industry fundamentals are currently moving in opposite directions, creating a disconnect in the digital asset market. While crypto investors remain focused on negative headlines, major financial institutions continue expanding their involvement in blockchain and digital asset initiatives.
Ric Edelman says crypto’s biggest growth story is happening off the price chart
FROM COINDESK | JUNE 22, 2026
Crypto prices remain under pressure, but Ric Edelman says institutional adoption and tokenization are accelerating behind the scenes. Bitcoin ETF investors have pulled billions from funds in recent days, while market fears have risen amid concerns about Mt. Gox wallet movements and regulatory uncertainty, Edelman said.
Inside Ethereum’s Growing Adoption — Insights from Tom Lee’s Remarks
FROM THE COINFOMANIA | JUNE 20, 2026
In a recent discussion, Tom Lee highlighted Ethereum’s reliability in comparison to traditional financial systems, asserting that both Ethereum and Bitcoin have zero fraudulent transactions. He emphasized the cost-effectiveness of blockchain technology, a sentiment captured in a tweet by Eric Balchunas. The conversation took place between Lee and financial expert Ric Edelman, shedding light on the evolving perception of cryptocurrencies within the financial landscape.
CLARITY Act Could Trigger Massive “Flywheel Effect,” Bitcoin Could Hit $150,000
FROM THE CRYPTO BASIC | MAY 14, 2026
Legendary investor and financial adviser Ric Edelman says the upcoming CLARITY Act could become a major turning point for the Bitcoin and crypto market. Specifically, he said it could push Bitcoin above $150,000 before the end of 2026. He shared this view in a recent interview with John Gillen on the Milk Road podcast.
Bitcoin Is Inevitable… And Wall Street Is All-In w/ Ric Edelman
FROM MILK ROAD | MAY 12, 2026
Legendary financial advisor and bestselling author Ric Edelman joined Milk Road Macro to explain why Bitcoin adoption is becoming inevitable. And why Wall Street is finally going all-in on crypto. We break down the massive shift happening across institutional finance. Banks. Wealth managers. Pension funds. Major financial advisors. They’re all starting to integrate Bitcoin and digital assets into traditional portfolios.
Sen. Tim Scott to Deliver Opening Remarks at DACFP’s Eighth Annual Crypto Convergence; Cathie Wood, Thomas Lee Headline as Keynote Speakers
FROM PR NEWSWIRE | MAY 7, 2026
The Digital Assets Council of Financial Professionals has announced that U.S. Sen. Tim Scott (R-S.C.) will deliver opening remarks at Crypto Convergence 2026, the organization’s flagship and the longest-running digital assets investment conference exclusively for financial professionals and accredited investors. The event takes place June 8-10 at the Omni Frisco Hotel at The Star in Frisco, Texas.
Are Crypto-backed Mortgages A Good Idea?
FROM RETHINKING65 | MAY 1, 2026
Clients with substantial crypto assets — and eager to avoid the capital gains taxes that would accompany the sale of these appreciated assets — may find their salvation in crypto-backed mortgages. This niche financial product moved a little closer into the mainstream with the recent decision by Fannie Mae, the mortgage-finance giant, to accept crypto-backed mortgages.
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?
FROM THINKADVISOR | APRIL 23, 2026
Cryptocurrency prices have been on a roller coaster in the past six months or so. After reaching an all-time high of over $126,000 in October, bitcoin was at around half that amount in February when it dipped to just over $63,000. But since then, bitcoin prices have risen slowly, clocking in Thursday at about $78,000.
Ric Edelman to Head New Financial Planning School
FROM THINKADVISOR | APRIL 16, 2026
Financial planning veteran Ric Edelman will serve as founding head of Rowan University’s new School of Financial Planning, in partnership with Edelman Financial Engines. Rowan University announced Thursday that Edelman Financial Engines has committed $10 million to establish the new school. The emphasis will be on preparing students to attain the certified financial planner designation.
Rowan University announces $10M gift to create School of Financial Planning
FROM 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.
Edelman Gifts $10M for new School of Financial Planning at Rowan University
FROM 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.
Rowan University receives $10M gift to establish school for financial planning
FROM 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.
For media inquiries, contact:
Don Friedman | 646-321-1785 | don@dacfp.com
For media inquiries, contact:
Don Friedman | 646-321-1785 | don@riadac.com
Ric Edelman | 703-251-0124 | ric@riadac.com