Grant Thornton, Morningstar, CFP Board & iCapital

from Financial Services News You Might Have Missed · host Alexandra Zendrian

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.

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This episode is 18 minutes long.

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This episode was published on January 17, 2025.

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