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RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them

Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines

Author Dina Hampton May 18, 2018 at 9:23 PM
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The churn of talent in the RIA business no longer happens the old-fashioned way.

Bill Van Law

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David Pottruck



Related Moves

September 5, 2024 at 3:31 AM

Salim Ramji, who BlackRock may have shunned for Larry Fink's job in January, is named Vanguard CEO -- now he has to reassure investors he believes in the Vanguard way, even as an ex-Wall Street wolf

The Malvern, Pa., firm is hiring an executive with impeccable credentials and proven ambition as lawyer, McKinsey partner and power executive on Wall Street

May 15, 2024 at 12:48 AM

During CEO Tim Buckley's waning months, Vanguard is imposing fees that may affect its older investors, while hand-off to Ascensus of certain IRA and 401(k) products also comes with some sticker shock

The Malvern, Pa., giant transferred SEP IRA and 401(k) assets to its recordkeeper, which immediately imposed new fees, while Vanguard's new pricing schedule includes a commission to phone in Vanguard fund sales or purchases

May 2, 2024 at 1:27 AM

Aaron Schumm unveils expanded Vestwell vision -- and M&A plan -- and hires Danya Dumbrill to detail it as a 'strategy' to 'lead the savings industry' -- a leap from the 'grueling affair' of recordkeeping micro 401(k) plans

The Vestwell CEO hired the ex-Goldman Sachs executive as 'chief strategy officer' but with a budget and mandate to start buying up and stitching together 'savings' companies.

September 14, 2023 at 2:59 AM

See more related moves

Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

SageView Advisory Group, LLC
401k Plan Consultant, Advisory Firm
Top Executive: Randy Long

Insight Wealth Strategies
RIA Seeking to Hire Advisors
Top Executive: Anthony Ortale



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