People Moves Related to "Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in"
Headline
Publish date
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
Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
Nov 6, 2024The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.
Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too
Oct 29, 2022The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.
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.
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
Sep 10, 2019The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam