Edelman CFO Leaves to Join Insurance Brokerage

Published on January 15, 2026

Edelman Financial Engines is currently conducting a search to fill the chief financial officer role.

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Raymond James to Acquire $46B Asset Manager Clark Capital

January 15, 2026
Clark Capital Management Group is set to join Raymond James’ multi-boutique channel, keeping its brand and leadership team in place.

Structuring and Restructuring Interests in Trusts

January 15, 2026
A summary of the Heckerling session: “Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel.