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InvestCloud interim CEO opens up about fintech’s recent leadership changes

InvestCloud changes

Richard Lumb says that while InvestCloud is growing, a different set of skills are needed to take it to the next level.

What happened at InvestCloud?

That’s been one of the wealth management industry’s biggest questions in the weeks since a reported “sudden” shakeup resulted in 12 executive departures from the advisor technology company, including co-founder and CEO John Wise.

Without any official expla

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