AssetMark Acquires $1.75 Billion in Assets of Clark Capital’s TAMP
The deal will also add nearly 700 advisors and Clark’s Personal UMA to AssetMark platform, bringing its total assets to $27 billion.
Top Portfolio Products: Schwab Launches ETF Website
Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
From Lost Stock Decade, an Asset Class Is Born
One way to manage risk? Think of volatility as an "asset class" in itself.
New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital
This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.
Managed accounts in the boomer portfolio
First came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
Rethink what managed accounts offer
Rewind to 2004: Separately managed accounts were hot. Forecasters were boldly predicting that total SMA assets would exceed the $1 trillion threshold by 2007, buoyed...