People Moves Related to "Fleet-footed RIAs storm into the active ETF market as fund giants tie pretzel dough "

The Los Angeles manager poached BlackRock's head of U.S. ETF product segments (factors) to start in March and oversee the firm's first actively managed exchange-traded funds

The Chicago firm is the latest to conclude that 'account aggregation' is a brutal business; Yodlee, Mint and Pontera have also experienced frustration.

Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's TAMP assets.

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

Matthew O’Connor takes the CEO helm of the giant LA-based active manager from Kevin Clifford with conviction not to jam the rudder hard but to be open to new markets