06.30.2025
On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered Investment Advisor (RIA) service offerings in the investment consulting industry.
In the article, Consultants’ Latest Target? RIAs in Need of Investment Help, Aimee commented on the area as being a competitive market and added that, “The more consultants try to swim in the private client, high-net-worth area, the easier it is to leverage what they already have internally. It’s a natural extension.” Marquette began servicing RIA clients in 2017; for more information, please reach out to Aimee or by using our contact page.
To read the article, visit the Fund Fire website (subscription required).
06.30.2025
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On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
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On September 16, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)…
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