Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Zephyr Upgrades Analytics Offerings
Zephyr Associates has upgraded the analytics center on its public website, StyleADVISOR.com, to offer complimentary mutual fund analysis, the firm announced on July 12.
Zephyr Associates’ Will Clemens on ‘Bushwhacking’ and Delivering More for Less
Market volatility and political uncertainty—how many times have we heard that answer to the question, “What are advisors’ biggest concerns?”
Peng Chen, Global Investment President, Leaves Morningstar
Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.