We hope you and your family are doing well in this challenging and uncertain environment. As now is not the time for typical sales and marketing tactics, we’re simply asking the question above. Whether you’re a client or prospect, we want to help in any way we can — regardless of whose technology you’re using.
This resource center is a collection of thoughts and ideas from us and others to help you and your advisors best serve your clients in navigating the current environment.
across clients, helped successfully manage through 7 to 10x average daily transaction volume
added resources to help asset managers, home offices and advisors efficiently apply model portfolio changes affecting hundreds of thousands of accounts
modified workflows and added touchpoints for processing trades later in the afternoon
devised plans and action steps for clients with especially heavy mutual fund order processing needs
worked with business continuity teams to plan for and build out future scale planning initiatives
advised on how to best leverage tax-loss harvesting methodologies by adding rules and designating wash sale securities
advised on adding, tracking and acting on a number of drift tolerance methodologies
shared guidance and insights into utilizing advanced compliance screening & monitoring configurations
If you’d like more details about any of the above (even if it’s about how you might go about doing this with your current vendor), please fill out the form and we’ll connect you to the right people here at Vestmark.
A look at how various asset allocations have performed (Ben Carlson)
Portfolio construction in retirement
(Wade Pfau & others)
Collection of commentaries from industry leaders (from Advisor Perspectives)
Coronavirus Guidance for Financial Advisors (ThinkAdvisor)
Refocusing your practice in tough times
The right way to reassure clients (TheClientDrivenPractice)
Thoughts from the doctor who defeated smallpox (wired.com)