AssetMark Institutional to Host RIA Summit Providing Deep Dive into RIA Business Models May 25-26
03 Mai 2021 - 3:00PM
AssetMark (NYSE: AMK) today announced the first AssetMark
Institutional RIA Summit. The RIA Summit will bring together
thought leaders from across the industry covering a range of topics
that matter to RIAs at any stage, from launching an advisory firm
to fine tuning an existing practice, to preparing for mergers and
acquisitions. The Summit features insights from leaders in the
investment space, including Shark Tank’s Kevin O’Leary, and Nerd's
Eye View Publisher Michael Kitces.
The free, virtual, two-day event will take place on Tuesday, May
25 and Wednesday, May 26.
Insights from the RIA community will include:
- Latest trends impacting the independent advisor and
opportunities for growth;
- Building professional relationships and leveraging technology
to scale your business;
- How investing in private markets has evolved;
- Solutions to serve the needs of ultra-high-net-worth
investors;
- Issues facing your clients and how to work with them to achieve
their financial goals.
“We are thrilled to host our first summit for the RIA
community,” said AssetMark CEO Natalie Wolfsen. “We have designed
this event to deliver content catered to meeting the specific needs
of registered independent advisors, which will help them better
prepare for industry shifts and the evolving needs of investors.
Attendees will have the opportunity to expand their skills, engage
with their peers, and explore ways to prepare their businesses for
the future.”
For a complete agenda, and to register for the Summit, please
visit:
https://cvent.me/Xn07R1?rt=msLY8XDhN0ughK89n8qMXA&RefId=Media.
About AssetMark Financial Holdings, Inc.
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. Through
AssetMark, Inc., its investment adviser subsidiary registered with
the U.S. Securities and Exchange Commission, AssetMark operates a
platform that brings together fully integrated technology,
personalized and scalable service, and curated investment solutions
to support financial advisors and their businesses. For more than
20 years, AssetMark has focused on offering the solutions and
services that help financial advisors grow. AssetMark had $74
billion in platform assets as of December 31, 2020. For more
information visit assetmark.com.
Media Contact:Oliver HaysMSR Communications for
AssetMark, Inc.oliver@msrcommunications.com
Source: AssetMark, Inc. / AssetMark Financial Holdings, Inc.
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