Grant Thornton, Morningstar, CFP Board & iCapital

17/01/2025 18 min Temporada 1 Episodio 6

Listen "Grant Thornton, Morningstar, CFP Board & iCapital"

Episode Synopsis

This week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.