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Talent exodus at MoneyGuidePro revealed by posting from Mount Kilimanjaro includes two Knulls

The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories

Author Janice Kirkel April 7, 2017 at 8:03 PM
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1 Comment
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Kevin Knull: Despite frigid temperatures, an old sports injury, and fluid in my lungs from acute mountain sickness, we made it to the summit in 6 hours and 9 minutes.

Technology

Joel Bruckenstein

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Bill Winterberg

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Bob Curtis

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Craig Iskowitz

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Kevin Knull

MoneyGuidePro

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PIEtech

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Ezra Group

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FPPad.com

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Curtis Shoch

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The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM
Mentioned in this article:

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Stephen Winks

Stephen Winks

April 8, 2017 — 10:48 PM
The future of advice is directly supporting expert fiduciary standing and managing associated fiduciary liability, not financial planning. Though planning is important it is not determinative of professional standing in advisory services. There are significant moral and ethical issues left unaddressed in a series of disconnected calculators without an overarching prudent process which leads to expert fiduciary standing. .SCW

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