People Moves Related to "Two 27-year-olds raise $3.6 million to mine 'real-time,' high-net-worth RIA leads, with AI doing double duty to wire client-advisor chemistry"
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Vanguard sued by direct-indexing founders for allegedly cajoling a deal for Just Invest where the payoff came from hitting targets that the fund giant, allegedly, impeded -- actively and passively
The Malvern, Pa., asset manager has yet to answer the claims, but the suit's acrimony could lead to a public relations black eye.
July 17, 2025 at 1:43 AM
After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty
Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.
January 23, 2024 at 2:07 AM
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal
November 23, 2023 at 12:20 AM
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.
