Cheetah News
Cheetah and AssetMark collaborate to address evolving bank trust and wealth management needs
Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and registered investment advisors up for success.
Understand the economic headwinds, tailwinds at the Hunt
Christian Chan is the Chief Investment Officer for AssetMark, a turnkey asset management platform, and will be speaking at the Hunt, Cheetah’s annual user conference, Nov. 14-17, in Greenville, South Carolina. His presentation, “Growth, Stimulus, and Uncertainty,” is at 11 a.m. on Wednesday, Nov. 15.
How to solve the uninsured deposit problem
Kevin Bannerton of R&T Deposit Solutions explains how you can safeguard large sums of client cash with FDIC insurance, even if those sums exceed the FDIC limit of $250,000.
Why trust organizations should be thinking about separately managed accounts
Because you have direct ownership of separately managed accounts, it offers a lot more flexibility, transparency, and customization opportunities with the framework of a managed product, according to Ryan Nauman, market strategist for Zephyr.
Stay up-to-date on taxes at the Hunt
Even our lawmaker’s most noble efforts can create confusion and unintended consequences. Nowhere is this dynamic more evident than in tax law, and that’s why you need a trusted guide to interpret the landscape for you. That guide is Tim Varner.
Learn to use data to identify talent, build better teams, at the Hunt
McHale is one of the presenters at the Hunt, Cheetah’s annual client conference, Nov. 14-17 in Greenville, South Carolina. He will deliver an Executive Track breakout session titled “80% of a Company’s Challenges are People Related: Culture Index Helps Clarify and Solve People Challenges.”
‘The status quo will not make you successful’
Increasingly, your clients are more likely to be younger, female, and tech savvy. That means the way you engage with them has to change, according to Mike Tropeano, Vice President—Wealth, Bank/Trust and Retirement Consulting, for Broadridge.
When automation is your recreation — an interview with Chris Robinson
Professional Services Manager Chris Robinson is obsessed with efficiency and processes. Away from work, he is a gamer, with a preference for factory simulations that require critical thinking, systems-building, and crafting automations. So, even in his leisure time he’s honing his business and technical skills.
Get emotional if you want to grow your business
“There’s research that shows that when you have emotionally connected clients, they pay more, they don’t balk at costs, they refer people to you, and they do the things that you want them to do.”