Posts by AssetMark

Managing Cash in a Declining Rate Environment

4 minute read | November 22, 2024

Over the past 2+ years the Fed consistently raised rates from a low of 0%-0.25% in the pandemic to 5.25%-5.5% by summer 2024. While this period of high and rising rates...

AssetMark

AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.

Client Experience

August 11, 2023

The High-Net-Worth Client: Position Yourself to Check Their Boxes

Every client segment has unique concerns, needs, and expectations. The high-net-worth client is no exception. For HNW clients, it’s not just about investments and account...

TAMP

August 4, 2023

14 Client Questions about TAMPs [with Sample Answers]

Back-office operations in most industries aren’t a topic of conversation with clients. We don’t ask our dentists, real estate agents, or even surgeons about their staff,...

Fee-Based

July 29, 2023

Commission-Based to Fee-Based: A Step-by-Step Transition Guide

As the financial advisory landscape continues to evolve, the traditional commission-based compensation model is being challenged by a more client-centric approach—fee-based...

FinTech

July 21, 2023

Financial Advisor Workflows: Best Practices for Optimal Efficiency

Being busy doesn’t always equate to productivity. Run as hard as you want, and if you are on a hamster wheel, you are going nowhere fast.

TAMP

July 14, 2023

Turnkey Asset Management Platforms: How to Get Started

You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s...

Business Growth

July 7, 2023

5 Keys to Managing High-Net-Worth Clients

Ready to level up your practice? High-net-worth individuals can be game-changing clients for financial advisors. These clients are typically investors with large estates or...

Clients

June 30, 2023

Investment Metaphors: So Simple Your Clients May Start Quoting You

Welcome to the captivating world of memorable metaphors in investment and financial planning! As a financial advisor, you possess a wealth of knowledge and expertise that can...

TAMP

June 23, 2023

What Is a TAMP and How to Choose the Right One?

As a financial advisor, you naturally wear many hats in your business. From managing clients to handling marketing and compliance, it can be easy to get overwhelmed.

Client Relationships

June 16, 2023

Why Investors Leave Their Advisors and How to Improve Retention

It’s a business fact of life that clients will come and go. However, natural turnover rates will increase or decrease due to your approach toward client satisfaction. If you...

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Posts by AssetMark

Managing Cash in a Declining Rate Environment

AssetMark

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