People Moves Related to "Thomas H. Lee made his mark on the RIA business before his death at 78, in part, because he took Ric Edelman to meet Larry Fink to good effect"
Headline
Publish date
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The 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
