"I think the proposal is excellent. However, it is difficult for me to explain this at the board meeting."The day after the ...

Growing your business to the scale you dream of requires you onboarding clients at a steady rate. Probably faster than you’re doing it now. If you’re a service-based business, that might involve ...

CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...

"We understand the content well. We will discuss it internally."The sales meeting felt good. Questions were asked. They ...

Investment advisers registered with the Securities and Exchange Commission generally may not enter into advisory contracts that compensate the ...

Take a look at this presentation will you? I had just started a consulting project a few hours earlier, when the animated EVP asked me to look at a presentation she was going to be giving later in the ...

Amidst the mostly gloomy month of February, Valentine’s Day marks a time to celebrate love and romance. For some it marks an occasion to shower someone special with affection and gifts, and others ...

VRGL, a Client Acquisition and Investment Proposal Management solution, announced the completion of a strategic fundraising round. The funding round was led by existing investors FINTOP Capital and ...

CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...