People Moves Related to "Why the PE that helped take LPL public now controls Edelman Financial and plans to invest more heavily"
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Edelman Financial Engines new CEO will face challenges after AUM plummets $50 billion (since start of 2022) and DOL throws wrench in its business model, complicating efforts to convert robo-advised 401(k) assets to an 'Edelman' RIA
Jul 11, 2023CEO Jay Shah must chart a new course after the 2018 merger of the radio superstar RIA and the 401(k) robo-advisor fails to yield invisioned growth.
Young superstar of KKR's meteoric rollup, Beacon Pointe, steps out as CEO and settles in as board chair, while rock solid No. 2 Matt Cooper takes over day-to-day duties
Mar 4, 2026Shannon Eusey, 55, took the Newport Beach RIA to $65 billion from $20 billion in less than five years, and her replacement was head of M&A that fueled the run.
Startup that feeds RIAs tax data -- directly from the IRS -- has analysts calling it a 'holy crap,' 'game-changer,' and made believers out of Eric Clarke, Ric Edelman and Randy Bullard
Sep 3, 2025TaxStatus Founder Charles Almond has seemingly made the impossible possible -- though questions linger about how long it can hold off competitors and whether RIA clients will sign off on data
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
Jul 11, 2019The 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