People Moves Related to "Marty Bicknell chooses Riskalyze software for Mariner Wealth and integrates it with Orion and eMoney"
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RIAs beta-test Denali, Orion's 'future' • Altruist AI goes upscale • Fidelity revenues soar; weeds out ETF flops • Envestnet nets new CTO • DPL, Robinhood hit milestones • Schwab now inside Advyzon software • Wisz & Fava back start-up • eMoney launches mass affluent 'Plan B' • Trump biz adds betting
Oct 30, 2025Fidelity 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.
Advyzon's new financial planning software runs headlong into a 'saturated market,' but CEO Hailin Li says two key hires will lead 'go-to-market' strategy
Oct 16, 2025MoneyGuidePro 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.
Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses
May 14, 2026Orion has $185 billion, but its AssetMark derived leadership team may be eyeing the $5-trillion in wealthtech assets it administers for RIAs.
Mike Durbin set to take CEO reins at Cetera to further Genstar's bold mission, with $1 trillion looming on the horizon and his eyes on the prize
Nov 7, 2024Adam 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
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
Nov 23, 2023CEO 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
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
Biz Briefs: AdvicePay waives key hiring requirement to land its next CEO • ESG firms may get OK in Oklahoma • eMoney adds new chiefs • CFP Board names new chair-elect • Robinhood cuts more staff
Jul 26, 2023Alan Moore replaces himself with another guy with two respectable titles • eMoney promotes two • Moisand's third in line now known • Robinhood sacks 173 in year-to-date.
A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction
May 22, 2023Eric 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
Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies
May 18, 2023The 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.
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.'
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
Feb 28, 2020The 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
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