Tech Reporter

Apr 27, 2024

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Tech Reporter

News

AssetMark Sold to PE Firm for $2.7B

By Janet Levaux

Based in California, AssetMark has about $117 billion of assets on its platform and serves 9,300 financial advisors.

Slideshow

9 Traps to Avoid With Planning Tools

By John Manganaro

Advisors must know how their processes really work and how to fully protect their clients' private information.

News

Goldman Ditches Robo-Investing in Sale to Betterment

By Sridhar Natarajan

The bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.

Career Moves

Carson Group Names New CFO From Orion

By John Manganaro

Daniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.

Career Moves

Advisor360 Taps Former MassMutual Exec as CEO

By John Manganaro

Mike Fanning replaces Richard Napolitano, who will retire May 1.

News

Future Proof Plans New 'Citywide' Event in Miami Beach

By John Manganaro

The gathering aims to redefine the landscape of investment management conferences in the United States, the CEO said.

Resources

Candid Conversations: Couples, Money & Conflict

Sponsored by: eMoney Advisor

Get techniques for defusing tension between couples in the financial planning process.

WEBCAST DATE: May 09, 2024

New Tech-Driven Strategies to Create Scalability by Enabling Advisors

Cost: Complimentary Date: Thursday, May 9, 2024 Time: 1:00 pm ET | 10:00 am PT Produced and Sponsored by: Balancing

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