People Moves Related to "DOL fiduciary rule's upcoming September surprise'll send brokers memo-izing -- or else -- says Fred Reish in Nashville to a spellbound room"
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Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement
Nov 15, 2023The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy
After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing
Aug 10, 2022The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.
Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation
Nov 24, 2021The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'
Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role
Jun 13, 2019The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career