By Lisa Shidler

It is refreshing to read about Charles' success.  It is the anti Wall Street CEO positioning as are the target clients with less than $250 million.  Wall Street seems to be pushing these advisors out or encouraging them to partner with larger assets.  We will see whose approach works better long term.  My bet is on Charles!

The first time I saw Charles Goldman, I was new at Schwab and he was presenting at the company’s annual sales offsight. I’ll never forget his entrance on the stage with some cool song and he did the robot! He had me there, lol, but then delivered an inspiring speech that only leaders can do. He was always destined for a higher purpose. Hats off, from one Charlie to another! Interestingly, I truly never met a Charlie that I didn’t like!! I can live with that. Cheers

Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too

AssetMark Inc.

Charles Goldman

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

After 2018 slowed a bit, the Concord, Calif.-based firm's growth rate picked up in first six months of 2019 and the firm has its star CEO locked up now for three years

Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too

Jeff Spears

Charlie Latimer

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Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too

Jeff Spears

Charlie Latimer

Related Moves

February 24, 2021 at 3:31 AM

November 23, 2023 at 12:20 AM

September 30, 2023 at 2:31 AM

September 8, 2023 at 11:58 PM

RIABiz Directory

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