Integrated solutions, like the groundbreaking collaboration between AssetMark and Cheetah, are emerging to address the challenges of a fragmented workflow and empower advisors to deliver a unified client experience.
In her new role, Lewin will oversee Amplify’s sales and marketing teams and advise on product and market development initiatives, according to the company’s website.
These companies can attribute a lot of their success to being the biggest beneficiaries of the surge in artificial intelligence (AI) investment. But outperformance has led to significant divergences with the rest of the market. The longer that these divergences continue, the higher the odds of a larger selloff when these “magnificent” companies inevitably lose momentum.