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    Alyson Tucci & Blake Shapiro

    Alyson Tucci | Senior Vice President, Corporate Strategy & Business Development | AssetMark
    Blake Shapiro | Senior Manager, Corporate Strategy | AssetMark

    Business Operations
    February 26, 2026

    Beyond AUM: What Really Motivates Advisors to Buy or Sell a Book of Business

    In succession conversations, valuation is foundational. It sets expectations and shapes what is possible. But the most successful transactions also depend on something less...
    Career Development
    January 22, 2026

    Reimagining Advisor Succession: From One-Time Event to Lifecycle Strategy

    Succession has often been misunderstood or categorized as a single event: sell your entire book when you are ready to retire.

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