Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Morningstar weighs in on the new Vanguard CEO, UBS puts wealthy clients in an impact fund backed by Bono, and marketing and education platform Harvest is now offering CFP continuing education classes.
Orion partners with AdvisoryWorld and Mineral Interactive to launch "Catalyst" for TAMPs, Apex partners with InvestCloud, and the rest of the week's wealthtech news.