People Moves Related to "'Streetfighting saint' Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes 'scathing' commentary and a 'secret sauce' to ferret out facts"
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Mike Durbin reunites with his Fidelity/eMoney running mate, Ed O'Brien as No. 2 at Cetera, in part to help 'RIA & Branches' channel take shape
Mar 26, 2026The new Cetera CEO now has a 'major asset' in former Fidelity/eMoney wingman who left the Boston giant in January -- as in-house RIA rollup progresses
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Sep 8, 2023Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine
Nov 22, 2018The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO