Client Service September 6, 2017

PLANADVISER National Conference Postponed

Please take note, the PLANADVISER National Conference has been postponed in response to the weather emergency declared in Florida. More information is available here.
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PLANADVISER National Conference Postponed

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Please take note, the PLANADVISER National Conference has been postponed in response to the weather emergency declared in Florida.

With Hurricane Irma’s storm path within reach of the state of Florida, our number one priority is to ensure the safety of all our attendees, speakers, sponsors, exhibitors, and staff. After careful consideration, we have decided to proceed with the postponement of the PLANADVISER National Conference.

The new dates for the conference are Wednesday, October 11 – Friday, October 13 at the JW Marriott Orlando.

Participants registered for the September event have been sent information on their registration and hotel options.  If you are a registered attendee, speaker or sponsor and have not received this information or have additional questions, please contact Carol Popkins at 203-595-3282 or Carol.Popkins@Strategic-i.com

New registrations for the October dates are now being accepted.  Go to the PLANADVISER National Conference Registration page for details: http://www.planadviser.com/newevents/register.aspx?id=10737431859

 

Products September 6, 2017

AssetMark Rolls Out New Retirement Business

The new solution aims to help advisers provide smaller plans with a “big plan experience.”
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AssetMark, an investment and consulting solutions provider, has rolled out a new retirement business aimed at advisers serving small plans. The firm says its solution provides access to a curated lineup of institutional quality mutual funds and portfolio models traditionally available to only larger retirement plans.

“Advisers are always looking for ways to differentiate themselves, especially in today’s competitive market,” says Cathy Clauson, SVP of Retirement Solutions at AssetMark. “With our new retirement offer, advisers will be able to expand their offering and drive business growth by building out an institutional quality retirement practice.”

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AssetMark also bundles recordkeeping and administrative services, eliminating the need for advisers and plan sponsors to negotiate with multiple partners. The firm also says its strategy to select and monitor investments is designed to offer fiduciary protection.  

“Our goal is to help advisers expand their service offering so that they can consult on their clients’ business and personal financial needs and become indispensable partners,” says Natalie Wolfsen, EVP and chief commercialization officer at AssetMark.

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