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John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The 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

Author By Lisa Shidler July 11, 2019 at 4:26 AM
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John Bunch took a major role in 2016 when Financial Engines purchased his mutual fund retailer.

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Financial Engines
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