As firms and clients increasingly move to remote working, following these simple steps can help you thrive. Learn more
04 May 2022
In-House vs. Outsourcing of Portfolio Management When it comes to managing your clients’ portfolios, you can: Hire an in-house professional. Hiring an...
Industry veteran Bob Herrmann has joined the firm as Chief Executive Officer. Mr. Herrmann represents the latest example of EQIS’ continued investment in its executive... Learn more