New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
Try, Then Buy, This Software
Most financial advisors are so busy dealing with pressing problems that pop up each day that they do not have the time to spend learning...
What's In That Black Box?
Advisors should understand the rocket science fueling the Monte Carlo engine they choose. Jerry Wagner of www.NETirement.com has posted critical comments about some of his...