Regulatory concerns are driving advisors away from commission-based business and AssetMark is poised to help them make the transition.
Still, the advisors surveyed weren't shy about discussing the obstacles they had to overcome on the road to independence. The learning curve is steep.
Automated account opening and additional model management features contribute to a seamless user experience, created for advisors by advisors.
What sets Virtue apart from its larger competitors, according to co-founder Jeremy Rettich, is the unique way it treats the people it works with.