Letter to Wealth Management Firms: Time to Drain Your Data Lake
“Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI researcher Businesses are flooded with data and analytics tools promising to help them be more competitive and they need both more than ever before. As Davenport explained in his ground-breaking Harvard Business Review article, Competing on Analytics, because so […]
Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors
“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets. Advisors’ expectations are increasingly […]
