Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize their fee-based practice. They also consider how advisors can approach raising their fees.
Guest Bio:
Matt Matrisian serves as the senior vice president and chief channel officer for AssetMark. Matt started at AssetMark in April of 2010. Matt is based in the San Francisco Bay area.
This episode is sponsored by Schwab Asset Management.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
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