Cheetah News
Before the year comes to a close, we want to take a moment to thank our clients for making it an incredible year. Because of your commitment to Cheetah, we were able to provide constant enhancements and new features that help meet the growing demands of your business.
In this Q&A, Cheetah Managing Director John Watts looks ahead at 2024 and the trends that are driving change in trust and wealth management. Check it out to understand the response from the financial technology world and why Cheetah is uniquely prepared for the changing marketplace.
“Training is a lot like prioritizing work for Cheetah development. You have to plan how to develop yourself just as you would develop a software product. And it’s not something you can just do overnight.”
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.
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.
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.
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.
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.
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.”