National Association of Plan Advisors

AssetMark Boosts RIA Presence with $3B Efficient Advisors Acquisition

In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client ...
National Association of Plan Advisors

Data Driven: How to Maximize the Plan Advisor, Participant Relationship

Proximity to 401(k) participants (and their data) is key to deepening the relationship. Find out why (and how).