MSR & Clients in the News

By Alex Ledsom | August 29, 2021 As the Delta variant continues its march across the planet, it’s no longer a given that things will return to ‘travel normal’ and despite increasing vaccinations, there are doubts about whether travel is a good idea during fall, or indeed winter, 2021. This doesn’t mean that people aren’t currently… View Article
By Kenneth Kiesnoski | August 18, 2021 The ever-evolving Covid-19 pandemic is reshaping where Americans spend their travel dollars and how they protect that investment. That’s according to the latest findings from travel insurance firms and the industry experts that track them. Airfare comparison site Next Vacay said it analyzed Google searches about travel insurance over the last 12… View Article
By Michelle Baran | August 6, 2021 Should you stay or should you go? Travelers now have to navigate making trip decisions in the era of Delta. It was the quote heard around the country: “The war has changed.” That was how the CDC described the current threat posed—including to vaccinated individuals—by the now-dominant Delta… View Article
By Michelle Baran | August 6, 2021 Should you change or cancel upcoming trips? How can travelers best protect themselves? Infectious disease and travel industry experts weigh in. It was the quote heard around the country: “The war has changed.” That was how the CDC described the current threat posed—including to vaccinated individuals—by the now-dominant Delta variant… View Article
By Ryan W. Neal | August 2, 2021 Like the baseball teams acquiring star players to push for the World Series, AssetMark revealed plans last week to build on an impressive earnings quarter by continuing to be an active acquirer of financial advisor technology. AssetMark, which provides outsourced investment services and technology to independent broker-dealers and registered investment advisors,… View Article
By Ian Wenik | July 29, 2021 The turnkey asset management program provider is reaping the benefits as advisors move away from commission-based relationships. Fee-conscious advisors, historically a drag on AssetMark’s performance, proved to be a benefit in the second quarter of 2021. The turnkey asset management program provider recorded record net inflows of roughly $2.2bn in… View Article
By Nicole Casperson | July 29, 2021 AssetMark Financial Holdings, Inc. reported a 33.8% increase in assets under management following the platform’s recent pivot to offer products to a wider breadth of registered investment advisers. As part of AssetMark’s second-quarter earnings Wednesday evening, the turnkey asset management platform reported its AUM clocked in at $84.6 billion while 5,500 new… View Article