Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As…
On Monday, September 24th, David H. Smith, CFA, will be speaking at the “529 Essentials Seminar” preceding the fifth annual 529 Conference, “Education Financial Planning: Required Insight for the 529 Industry.
The presentation, “Structuring & Evaluating the Investment Line-Up”, will cover topics including plan structure in philosophy and in practice; defining key terms and differentiating factors; investment type and management style trends; and the impact of fees, new asset classes and other trends on selection.
The one-day pre-conference seminar will unpack the mechanics of 529 college savings plans. The session is designed to provide a clearer understanding of the ever-evolving tax, regulatory, governance, financial aid, investment and operational implications driving the market today.
For more information, please visit the 529 Conference event page.
CHICAGO, April 29, 2020 – Marquette Associates, Inc. has been designated as a 2019 Greenwich Quality Leader within the large…
On Thursday, February 11th, Tom Latzke, CAIA will be speaking at the 2021 Virtual Public Funds Summit…
On Tuesday, January 26th, Kweku Obed, CFA, CAIA will be speaking as part of the Diverse Asset…
On Wednesday, January 20th, Linsey Schoemehl Payne will be speaking at KORIED’s Plan Sponsor Virtual Educational Institute,…
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