The deal with QCI Asset Management represents WEG’s largest yet, bringing its total client assets to over $50 billion, and marks its first foray into Western New York.
Rick Ferri talks about his start in the industry, how his thinking has evolved around Wall Street, and whether a fee structure that charges clients for investment advice based on AUM can exist in a fiduciary framework.
The reality is that you can do everything 'right,' as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.
This webinar on Thursday, Oct. 7th will showcase how using EVA allows investors indentify whether a value name is a trap or not and when it makes sense to own a high growth high multiple name.
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