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By Marlene Y. Satter, AdvisorOne |
May 17, 2012
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.
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By Marlene Y. Satter, AdvisorOne |
November 11, 2011
Independent fee-based RIA Sapient Private Wealth Management has become a Focus Financial Partner. It is the fourth partner to join Focus Financial Partners, and the eighth deal, including subacquisitions, made by the firm in 2011.