Congratulations once again to Kunal Kapoor, Daniel Needham, CFA, and, of course, Greggory Warren, CFA and the Morningstar team for working hard to get behind the curtain on one of the key issues in the asset and wealth management industry. As our executive recruiting and consulting work is driven by firms in periods of positive transition, we can confirm that all of these traits are frequently part of the equation for our clients’ success. Keep up the good work.  By Greggory Warren, CFA

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