Friday, September 23, 2022 8:00 AM…
On Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum in Chicago.
Evan will be moderating a panel entitled, “The Equity Equation: Evaluating Impact on Portfolios,” with several investment professionals, addressing how advisors navigate slow revenue growth to alleviate the pressure on the equities market.
Now in its sixth year, the forum will bring together regional RIAs, family offices, private banks, and high net worth managers with topics including asset allocation, alternative investing, asset protection, regulatory compliance, and the outlook for financial markets and the global economy. For more information, visit the event webpage.
On May 18th and 19th, Aimee O’Connor, CFP® will be speaking at the Naples Family Office & Wealth…
An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
On Thursday, October 22nd, Marquette will be participating in, “RESILIENCE: Thriving in Extraordinary Times,” a virtual forum hosted by The Family…
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