What does smart money think about AssetMark ?
After a year of disruption it's worth reviewing the essentials of how the industry works and how to communicate its value. BMO has good ideas here.
The investment bank has long served clients on Wall Street only to cut digital account minimums to $5,000 in an effort to court the mass market.
Even elite asset management firms have slashed what they charge clients in an effort to compete with inexpensive index funds.