On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…
On Thursday, October 22nd, Samantha T. Grant, CFA, CAIA will be speaking at, “RESILIENCE: Thriving in Extraordinary Times,” a virtual forum hosted by The Family Wealth Alliance.
Samantha will be participating in a panel entitled, “Diversity in Family Wealth: Hiring the Future Advisor,” which will explore the role of an advisor shifting more toward helping than selling and, through that lens, how firms can recruit and hire diverse candidates in the family wealth sphere.
For more information, please visit the event webpage.
CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >