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Library » Webinar: Finding Opportunities in Today's Environment

December 01, 2017 | Investment Themes

  Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption. Our team of …

Library » Webinar: International Small Cap Equities

July 11, 2017 | Investment Management

Attractive investment opportunities exist all over the world, but international small cap equities remain overlooked and underinvested. We explore this asset class, discuss where opportunities lie, and shed light on the benefits that international small cap equities may provide to investors.

Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Estate Planning

  Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …

Library » Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings

March 29, 2017 | Retirement Plans

Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and …


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