People Moves Related to "What to make of Cetera's prolonged CEO murkiness and how the Nicholas Schorsch 'dumpster fire' of bad PR relates to it"
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Amid 401(k) headwinds and assets stalled at $170 billion, Randy Long offloads CEO duties 'to fully focus on strategy' -- new blueprint and business model needed, experts say
Sep 7, 2023In the wake of the '90s-era 401(k) bonanza, new CEO John Longley is tapped to devise a 40-year plan to counter boomers, who are rolling over and spending down 401(k) balances.
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
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.
Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
Mar 11, 2021The Seattle firm has already quintupled the scale achieved by Tishkevich's FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.