New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
Andrew Rudd on RIAs and Retirement Income
The always-charming Andrew Rudd of ASI Advisor Software has a knack for making complicated subjects easy to understand (he does have a Ph.D., after all).
Wharton Professor Gives Advisory Model Radical Makeover
Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.