“With this most recent set of new strategies added to the SMArtX manager marketplace, we continue our efforts to both broaden and deepen the opportunity set of fulfillment options for our advisors to meet their clients’ specific needs.”
While clients can readily turn these assets into cash, liquidating long-term holdings to meet short term needs can result in a loss in value and can have material tax implications.
This innovative platform is designed to empower financial advisors with advanced tools and technology, further enhancing their ability to deliver exceptional service and results to their clients.
By harnessing AI tools, advisors can focus on the more high-value elements of their job—building client relationships and developing personalized strategies—while leaving the heavy lifting of data analysis to AI.
The report focuses on the key risk factors confronted in financial markets, with an expectation that over the next 10 years the compensation for taking on credit risk will narrowly outpace that which is achieved by taking on equity risk.
The closing of the acquisition marks a significant milestone in AssetMark's journey and concludes a successful, multiyear partnership with Huatai Securities. With the completion of the go-private transaction, AssetMark will now operate as an independent, privately owned company.
