Listen to the episode here.
News featured in this episode:
- Grant Thornton Survey: Tech CFOs Are Focusing on Culture at Its Core
- Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
- CFP Board Marks Milestone Year, Topping 100K Certificants and Boosting Consumer Trust and Awareness
- iCapital to Acquire Parallel Markets to Streamline Digital Identity, Investment Onboarding, and Compliance Verification
Co-host Brandon Galici, CFP, shouted out Elements and co-host Alexandra Zendrian shouted out WealthManagement.com Managing Editor Diana Britton.
Note: Here’s a LinkedIn post about the public relations “thrilled” issue.
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