People Moves Related to "Report of a possible delay in DOL's fee disclosure rule sparks apprehension among advisors and industry observers"
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Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 at 5:25 PM
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
Amid 401(k) headwinds and assets stalled at $170 billion, Randy Long offloads CEO duties 'to fully focus on strategy' -- new blueprint and business model needed, experts say
In the wake of the '90s-era 401(k) bonanza, new CEO John Longley is tapped to devise a 40-year plan to counter boomers, who are rolling over and spending down 401(k) balances.
