Articles tagged "Larry Raffone"


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Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA

One analyst calls Financial Engines' Personal Advisor a 'massive long-term opportunity' but the rollout is slow and details are scant

June 26, 2017 — 6:56 PM UTC

John Bunch climbs high at Financial Engines as two execs vacate power spots and rollover retail gets accorded higher priority

Former TD retail chief's rise shows what Larry Raffone has in mind for old Mutual Fund Store machinery as Raffone works to make his mark at Financial Engines

April 20, 2017 — 10:43 PM UTC

How Mutual Fund Store is the real engine now at Financial Engines

Unable to hold 9 million hands as market tanked, Larry Raffone jumped when Warburg Pincus put The Mutual Fund Store on the block

November 6, 2015 — 10:17 PM UTC

What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

The pieces -- 401(k) pricing, DOL, Supreme Court and massive scale -- are all in place to make the Silicon Valley-San Francisco deal make sense, analysts say

May 26, 2015 — 7:56 PM UTC
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