master movesPete Hess exits and McKinsey & Co. enters as Jeff Yabuki puts InvestCloud 'identity' on the table and signals that no job is safe
Trust but ...'Wire' claims bedevil RIAs and their E&O insurers in 2023 -- and investors also asked for RIAs to compensate them for reliance on bonds as 'safe' asset
yacht clubAs net inflows finally replace net outflows, DFA is showing a new dimension -- and a new found taste for fine cigars -- as its nerd-lite strategy helps lift AUM to record levels
street smartsFidelity executes 700 layoffs where cost savings and performance are no objective; positions themselves are being upgraded, albeit with new people
Bouncing backAfter CEO hire is bad 'fit,' Alan Moore take back CEO job at AdvicePay, indefinitely, though he will seek a president to lighten the load