AssetMark offers advisers free tool to value their business

Assessment also evaluates growth and transferability potential

Jun 27, 2017 @ 3:29 pm

By InvestmentNews

AssetMark Inc., a Concord, Calif.-based provider of investment and consulting services for advisers, has launched a free, online tool designed to help advisers determine the estimated value of their business.

The tool also identifies areas of strength and pinpoints opportunities for improvement, AssetMark said in a release. The assessment covers practice management, marketing, operations and staffing, as well as an overall valuation score relative to industry benchmarks.

(More: Thinking about M&A? Keep these three issues in mind)

Additionally, the firm said it is offering free resources to help advisers identify buyers or sellers, conduct due diligence and transition clients.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Transamerica's Boan: Crafting better retirement income conversations

Retirement income is a challenge for investors. How can advisers have better conversations about retirement income? Transamerica's Joseph Boan offers insights and tips for advisers.

Latest news & opinion

HighTower on prowl for new CEO, Weissbluth to become chairman

Move is latest in Chicago-based RIA consolidator's effort to expand senior leadership team.

What's in a name? For TCA by ETrade, everything

Trust Company of America is gone, and there's big buzz over the name change. But turning the custodian into an industry powerhouse will take a lot longer — if it happens at all.

When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

As Ameriprise case shows, firms on hook when brokers go bad ​

The SEC will collect $4.5 million from the brokerage firm for failing to supervise brokers who were ripping off clients.

10 highest paid professions in America today

These are the top-paying jobs in the U.S., according to Glassdoor.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print