People Moves Related to "Startup that feeds RIAs tax data -- directly from the IRS -- has analysts calling it a 'holy crap,' 'game-changer,' and made believers out of Eric Clarke, Ric Edelman and Randy Bullard"
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Hightower loses newly hired president but it brims with 'Signature' talent -- Penny Phillips, Randy Bullard and Gurinder Ahluwahlia -- and it promises a 'near-future,' replacement
Jun 30, 2026Roberto Stewart is out at the Chicago rollup, which is multitasking a revamp and a sale through Goldman Sachs under pressure from investors, waiting for an overdue payout on tied-up cash..
Randy Bullard won the job to build Hightower’s first centralized investment platform but winning RIAs may be bigger challenge
Sep 5, 2025The Chicago rollup's new, $324 billion platform is for 'it-can't-won't-be-forced on' advisors, but the ex-Charles River executive is ready to take on the challenge.
RIA executives who defined $5.5 trillion, 12-year growth run in RIA biz represent new resource -- 'on-tap' senior advisory talent
Jul 11, 2025Of 19 noted CEOs who relinquished the top job since Feb. 2023, 16 now serve in advisory positions at dozens of firms.
Sleeping giant McKinsey & Co. hires Eric Clarke as it awakens to $9-trillion RIA business and plays catch-up
May 30, 2024The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.
Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies
Sep 30, 2023The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.
Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories
Sep 7, 2023Whether 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.
Edelman Financial Engines new CEO will face challenges after AUM plummets $50 billion (since start of 2022) and DOL throws wrench in its business model, complicating efforts to convert robo-advised 401(k) assets to an 'Edelman' RIA
Jul 11, 2023CEO Jay Shah must chart a new course after the 2018 merger of the radio superstar RIA and the 401(k) robo-advisor fails to yield invisioned growth.
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
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
Feb 10, 2022The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
Jan 7, 2022The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
Jul 11, 2019The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown
Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
Oct 5, 2018When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal