The Institutional Investing Diversity Cooperative (IIDC), of which Marquette is a founding member, announced yesterday that…
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.
Announced last week, Managing Partner Glenn E. Ross has been named to Chief Investment Officer’s 10th annual list…
Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working…
An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
On Wednesday, November 17th, Patrick Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…
On Thursday, November 4th, David H. Smith, CFA will be speaking at the
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