Navigating fund research can be complex, but with the right resources, advisors can make data-driven, fiduciary-focused decisions with confidence. Join us for an in-depth session on our Fund Lookup Tool and Fund Research capabilities, where we’ll explore how these resources help streamline investment analysis, enhance fund monitoring, and improve decision-making.
Navigating fund research can be complex, but with the right resources, advisors can make data-driven, fiduciary-focused decisions with confidence. Join us for an in-depth session on our Fund Lookup Tool and Fund Research capabilities, where we’ll explore how these resources help streamline investment analysis, enhance fund monitoring, and improve decision-making.
March 19, 10 a.m. PT/ 1 p.m. ET
|
Brooke joined RPAG in October 2023 and brings a strong analytical background to the team. A UCLA graduate with a BS in Mathematics, she has expertise in both pure and applied mathematics and a passion for leveraging data to improve financial planning. With advanced knowledge of data programs and a knack for building predictive models, she’s dedicated to helping advisors and plan sponsors navigate trends and make informed decisions. |