Under this arrangement, TIFIN Give's digital-first donor-advised fund technology will be integrated into the AssetMark platform, providing a seamless and efficient way for financial advisors and their clients to manage and optimize charitable contributions.
As you earn revenue with financial planning and investment advisory services, you’ll be able to reduce your tax workload dollar for dollar and exponentially increase the time available to better serve your clients!
“Dan’s deep industry expertise coupled with his track record of innovation and delivering customized portfolio management at scale creates an exciting opportunity for SMArtX.”
RIAs are making the switch to outsourcing, but despite the growing popularity, there are still many misconceptions that may deter advisors from considering this route.