People Moves Related to "SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency"
DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows
The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset stigma from annuities.
December 13, 2022 at 1:21 AM
Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women
Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships