Built from public information, with receipts.
How Ric Edelman Insights separates current facts, historical record and editorial interpretation.
Source hierarchy.
Primary and institutional sources come first. Current-role claims prioritize universities, organizations, publishers and company filings or announcements. General reference pages are used for orientation, not as the sole basis for time-sensitive claims.
Editorial synthesis is labeled. Interpretive sections describe recurring themes but are not presented as direct quotations or endorsements.
Core references.
2026 School of Financial Planning announcement.
Current 2026 executive biography.
2021 transition announcement and historical career summary.
Author and book information.
General reference only; current-role claims are cross-checked elsewhere.
Correction standard.
Corrections are evaluated against source quality, date, specificity and whether the source actually supports the disputed claim. When a historical source conflicts with a current institutional source, the dated context is preserved rather than silently blending the two.