10.07.2024
David Hernandez Speaking at NASP Consultant and Manager Retreat 10/17
On Thursday, October 17, David Hernandez, CFA will be speaking at the sixth annual Consultant and Manager Retreat…
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).
10.07.2024
On Thursday, October 17, David Hernandez, CFA will be speaking at the sixth annual Consultant and Manager Retreat…
07.17.2024
On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection…
07.17.2024
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
10.04.2024
On Tuesday, November 19, Evan Frazier, CFA, CAIA will be speaking at the 3rd Annual Central Sub-Advisory Roundtable hosted…
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
09.14.2024
On Tuesday, September 19th, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
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