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Whether you are looking to buy, sell or build a partnership with another company, finding the right fit for your vision is essential.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Natalie Wolfsen, CEO of AssetMark, and Barrett Ayers, CEO of Adhesion Wealth, on their recently closed merger—highlighting their motivations for the deal, as well as their long-term vision.
Specifically, Mark, Natalie and Barrett discuss:
- Why AssetMark and Adhesion Wealth decided to enter a partnership;
- How outsourcing is improving growth rates for RIAs; and
- What RIAs should consider when buying, selling or considering a partnership to grow their businesses.
Resources:
Connect With Mark Bruno:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect With Natalie Wolfsen:
Connect with Barrett Ayers:
About Our Guests:
Natalie Wolfsen is the chief executive officer at AssetMark. Prior to being named CEO, she led the strategy and execution for AssetMark teams spanning digital channel development, corporate strategy, thought leadership, marketing and product development. Natalie has more than 20 years of leadership experience across six financial services organizations, where she directed teams who collectively brought to life more than 50 financial services products, platforms and programs, including the design of one of the industry’s first-ever mobile trading platforms.
Barrett Ayers joined Adhesion Wealth in 2004 and is one of the original founders of Adhesion Wealth. As president of Adhesion Wealth, Barrett oversees the strategic direction and long-term growth plans for the organization. During his time at Adhesion Wealth, Barrett has overseen the firm’s Product, Relationship Management, Investment Consulting, Model Management and Portfolio Management groups.
