ENGPN24SS. Fireside Chat with AssetMark: What Can Wealth Management Add to Your Firm?

Thinking about expanding into wealth management? Please join this encore presentation of an exclusive fireside chat between two seasoned CPAs and a senior executive at AssetMark, the leading technology asset management platform serving over 12,000 advisors nationwide. Attending means gaining helpful insights on the benefits, challenges, and client impact of offering advisory services.

Learning Objectives:

• Identify a framework to approach the question of what’s involved when adding wealth management to their service offering
• Recognize discussion between peers and a leading service provider in the wealth management space
• Identify key takeaways CPAs can reflect upon to help decide whether adding advisory services may be a smart business decision