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People Moves Related to "Lightyear buys Allworth Financial at a white-hot valuation, despite short track record, after Scott Hanson cracks a marketing and comp code"


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Allworth gets its man in John Bunch, who takes over as CEO 'with bases loaded and nobody out' but faces a high bar

Co-founders Scott Hanson and Pat McClain of the $18-billion RIA got the former TD Ameritrade retail chief on his way home from a stint in the UK

October 13, 2023 at 2:06 AM

Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories

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.

September 7, 2023 at 9:46 PM

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