Displaying 9 results
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Former AssetMark CEO Ahluwalia joins Hightower as president
RIAs should have ‘quality leadership teams,’ says Hightower CEO Bob Oros.
AssetMark launches solution to help advisors unlock tax efficiencies for clients
Firm announces new comprehensive addition to its wealth management platform.
Despite myths, TAMPs help advisors save time
AssetMark's Sara Paulson highlights why advisors should be using turnkey asset management platforms.
AssetMark revenue hits all-time high in Q3
AssetMark also announces a partnership with Cheetah, an Accutech company.
RIA firm to pay $18M+ after SEC financial conflicts charges
Regulator says multiple conflicts were not disclosed over 5-year period.
Amid volatility, tech that proves an advisor’s value will thrive
There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.
Charging clients fees based on planning rather than AUM works ‘beautifully’ for advisor
Although AUM fees still dominate, other models — such as planning, subscription, monthly and hourly fees — are gaining traction, according to IN's goRIA panelists.
Financial advisors ignore succession planning at their own peril
Experts detail the nuances of navigating ownership transition plans, and it's rarely a straightforward and easy path.
