EPISODE · Jan 17, 2025 · 18 MIN
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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