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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services.

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Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

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MiB: Julian Salisbury, CIO, Goldman Sachs

The Big Picture

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.

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Top 20 Markets for Self-Storage Construction

Wealth Management

markets added the most self-storage units between 2013 and 2022? We look at the latest stats.

Marketing 301
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Future Proof is Almost Here!

The Big Picture

After the launch of RWM in 2013, we tried different formats: The Evidence-Based Investment conference tried to pull some of the irrationality out of typical conferences; Wealth | Stack looked at the intersection of technology and wealth management. Then the pandemic hit.

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RWM 11th Anniversary (Steel)

The Big Picture

April 12, 2018) 5 Years On. (September 17, 2018) Announcing: Ritholtz Wealth Management (September 16, 2013) The post RWM 11th Anniversary (Steel) appeared first on The Big Picture.

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3 Things You Don’t Know About Josh

The Big Picture

From “ The Relentless Bid ” comes the first explanation that resonates as to how and why the market’s character changed so much in the 2010s: “Morgan Stanley wealth management took in a massive $51.9 Wells Fargo Advisors said at the end of 2013 it had $375 billion in managed account assets, roughly 27% of the $1.4