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Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
Rothschild, a former Morningstar and Apex executive, joins the global PE firm as an operating partner to help identify opportunities in the wealthtech space.
Firms will have to be transparent, provide adequate guardrails and deliver impactful strategies to succeed because while AI won't replace humans it is not going away.
