AssetMark engaged an outside research firm between January and March 2024 to survey about 700 advisors on the topic of investment management outsourcing to better understand the barriers and benefits:
Financial advisors are under tremendous pressure to meet increasing client expectations, manage their businesses, and stay compliant in an evolving regulatory landscape. The majority of advisors who outsourced saw stronger client relationships, growth in total assets, higher personal income, and improved work-life balance. Download the white paper for the latest report on what these advisors are doing, and how it can help you and your clients succeed. Why AssetMark?When asked about the benefits of outsourcing, advisors who work with AssetMark cite higher levels of satisfaction and increased benefits compared to advisors who work primarily with another outsource provider. |
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. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
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