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
In 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.
September 7, 2023 at 2:18 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.
September 7, 2023 at 9:46 PM
Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
The 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.