By John Hackston | September 8, 2021 How would you answer this: “My manager ensures that I feel heard and understood” Agree, disagree or undecided? Here’s another question: “My manager shows an awareness of their personal blind spots or biases”. Agree, disagree or undecided? According to recent research by The Myers-Briggs Company, the good news is that… View Article
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 DANIELLE BERNABE | August 21, 2021 During a recent panel discussion at Virtuoso Travel Week, five travel advisers weighed in on the state of tourism. When asked if travelers should purchase insurance for upcoming trips, they nodded their heads without a moment’s hesitation. It is, no doubt, essential. Travel is complicated right now. Just trying to sort… 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 Kaycee Lai | August 10, 2021 It’s cutting-edge now, but soon a data fabric will be an essential tool. Here’s how it will transform data architecture and create a new competitive advantage. If you’re up on the latest trends, you’ve probably heard about something called a “data fabric.” But for most people, this probably sounds about as… 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