People Moves Related to "Caveats galore, Redtail attempts CRM revolution based on texting starting with 27,000 firms who use its software"

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

Orion has $185 billion, but its AssetMark derived leadership team may be eyeing the $5-trillion in wealthtech assets it administers for RIAs.

The new Cetera CEO now has a 'major asset' in former Fidelity/eMoney wingman who left the Boston giant in January -- as in-house RIA rollup progresses

The veteran technology analyst and financial planner has called time on 18-years as a CFP, because he believes the organization is increasingly focused on self-enrichment.

Fidelity is in sweet spot, doing it all • Orion is testing its new cornerstone tool, but it won't reveal pricing until 2026 • AUM milestones hit • Advyzon lands Schwab deal • RIA big-hitters back start-up • eMoney is plotting downmarket growth • Trump follows Robinhood's lead • Joe Lonsdale wants pardon policy changed.

MoneyGuidePro veterans Kevin Hughes and Tony Leal have joined the firm as it shoots for a share of 2,300 advisors leaving Morningstar Office in early 2026.

TaxStatus Founder Charles Almond has seemingly made the impossible possible -- though questions linger about how long it can hold off competitors and whether RIA clients will sign off on data

Of 19 noted CEOs who relinquished the top job since Feb. 2023, 16 now serve in advisory positions at dozens of firms.

Adam Antonaides, 59, is exiting the CEO role as the No. 2 IBD shifts into higher gear to compete with LPL and take on a more RIA future

The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.

Kelsey Lewis takes charge in Bozeman as president with CEO-like day-to-day duties that include replacing herself as customer success officer.

The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships

The job will be step below CEO, and new hire must have affinity for both touchy-feely culture and aggressive growth in Montana's wide open expanses

CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal

Whether it's Edelman Financial Engines, SMArtX, Allworth or InvestCloud, the re-CEO-ing process follows a fat 2020 capital raise and thinner results in stormy financial markets.

The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

Kitces is leaving Pinnacle - after 17 years - for fewer conflicts and more opportunity

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal