News & Insights
DOL crossroads Fiduciary rule
by Charles G. Goldman
Barron's.com
CEO Charles Goldman's latest byline in Barron's Advisor Services has a solution to the fiduciary conundrum: implement the Investment Adviser Act of 1940 industry-wide. Read his column
Millennials

Strategies for Reaching Millennial Investors  

03/15/2017
WealthManagement.com

AssetMark’s Matt Matrisian shares tips and strategies for engaging millennial investors who will make up half of the American workforce by 2020. Read the Column

Charles FAIQ DOL SEC

Should the SEC Step in Where the DOL Has Faltered  

02/22/2017
Financial Advisor IQ

President & CEO Charles Goldman opines that the SEC has an opportunity to unify the industry and simplify regulations by creating one standard with broader application than the proposed DOL fiduciary rule. Read the Article

Matt WSJ DOL

For Best Practice Take These Fiduciary Steps Now  

02/21/2017
Wall Street Journal

SVP of Strategic Initiatives Matt Matrisian suggests proactive steps advisers can take to smooth a potential transition to a fiduciary model with no disruption to their clients. Read the Article

Jerry Chafkin Chief Investment Officer

Chief Investment Officer Jerry Chafkin Featured on CityWire USA  

02/15/2017
CityWire USA

Chief Investment Officer Jerry Chafkin is featured in CityWire magazine. In the interview he discusses his unique perspective on due diligence and how he leads his team’s in-depth analysis. Read the Full Story

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