By Lisa Shidler

Leadership is an essential element for any firm. As Jim Collins in his book Good To Great references a great manager is someone who cares more about the company than their own personal brand. Charles Goldman walls that lack of talk. Great for shareholders and now it’s time to be great for Charles.

After a great IPO, AssetMark still needs to nail down its biggest asset, Charles Goldman, who assures that it's  'really nothing'

AssetMark Inc.

Charles Goldman

Jud Bergman

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

The CEO of the Concord, Calif.-based super-TAMP was its turnaround artist, maestro of sale to Chinese buyer and led it to the IPO but he was paid less than peers

After a great IPO, AssetMark still needs to nail down its biggest asset, Charles Goldman, who assures that it's 'really nothing'

Jeff Spears

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