Does anyone have experience with AssetMark, Morningstar or SEI advice/fee platforms? We're currently reviewing each of these and would like to obtain perspectives from other FAs

like
Posting as :
works at
You are currently posting as works at

I use Morningstar Managed Portfolios. May not be as aggressive, but does a great job minimizing risk

like

I used morning star several years ago before I was at MS and wasn’t too impressed. Their special algorithm for their ratings didn’t seem to provide that much of a benefit than the expense ratio of a fund. With all of this being said it’s a nice complement to your own research and helps speed it up and round it out. Can’t comment on the others.

like

I support the AssetMark platform’s business development efforts and would be happy to connect you regionally for additional clarity on our offering/partnership with advisory firms.

like

I echo what Morgan Stanley said abt Morning Star

Morningstar seems expensive to me. There have to be better solutions out there.

Look at Tamarac Advisor Xi... expensive but we'll worth every penny

Related Posts

What is the average hike and bonus % for a CA at EY GDS in a senior role ?

like

"Take the best that exists and make it better. When it does not exist, design it." -Sir Henry Royce, of Rolls-Royce fame

like

Has anyone done a rope course in the area or Virginia? Recs?

like

Is 9 lpa a good package for a software engineer with 3.5 years of experience ?

like

Hi Microsoft Fishes are these numbers accurate ??

L58-L59 : Level 1 : 14-16 Lakh + 10-15k worth Stocks
L59-L60 : Level 2 : 16-18 Lakh + 10-15k worth Stocks
L61-L62 : Senior Level 1 : 18-20 Lakh + 10-20k worth Stocks 
L62-L63 : Senior Level 2 : 20-25 Lakh + 10-20k worth Stocks

like

Does Accenture provide a discount to lifetime gyms?

like

I’m looking for a position with a good organization as a 100% remote case manager. A position that meets my salary requirements and has good health insurance. I love case management and found it when I needed a break from bedside. Any guidance would be deeply appreciated!

like

I went client side and am miserable - it’s madness on this side. Have made it 90 days and would prefer not to make it more than 120 - but we’re in a pandemic. Half of the problem is that I “onboarded” remote and the onboarding was TERRIBLE. The other thing is that there is no process and I’m on a team full of managers who have spent 15 years at this company and have no availability to talk to me with a day full of meetings. I’d prefer not to quit without a backup but I cry every day.

like

I had got bonus on April 2021 as i was retained and it was eligible till April 30th 2022 else i had to return the money in full. So, i left the company on May 2nd 2022. I have now received mail abt recovery. I have to pay them the one time bonus in full. I am now wondering how is this one time bonus calculated. Is it i should put down my papers only after 1 year?! The letter says "You will be eligible for this reward if you remain on the rolls of the organization as on April 30, 2022. "Capgemini

like

Other sites like at edge to look for professional photographers? Suggestions are welcome!

Hi ..
I am having 3.3 yrs of experience in testing..
Iam joining service based company.
Please tell how much package is currently there in the market i need tobe expecting ?

like

How do you feel about mock PR Headlines?

Project ends soon, looking to switch over to Accenture, Strategy& etc. Anyone have any opportunities? Actually looking to travel for work for a little bit

like

Hey folks,
I have been interviewed by 'FEI System', USA. But the offer letter which I have received is from a different company, 'Husys Consulting' Hyderabad.
When I asked them the reason behind this, they told me that FEI System has no physical presence in India, so 'Husys Consulting' hire on behalf of FEI System to meet legal compliance.
From the offer letter, it looks like it is third-party hiring. Should I accept this offer?
Any help would be appreciated.

like

How is tiger analytics in terms of work culture and employee benefits ?What is the annual hike percentage that tiger provides ?please pour your thoughts.

like

Have the job opportunities decreased from a few months ago? Fewer recruiters are reaching out. I’m in audit, NY, alternative investments. TIA

like

Any recommendations on resources for a litigator lateraling into a real estate associate role? Books, guides, newsletters, etc. would all be helpful.

like

Anyone using InVision or another prototyping tool to storyboard animated banner ads?

likehelpful

I have got an offer from juniper for notice period of 2 months but my company notice period is 3 months. Initially HR confirmed via mail that revised offer letter will be shared post confirming doj. But now after 1 month juniper HR is not picking call/not responding to emails.
Can they revoke the offer?

like

Additional Posts in Financial Advisors

Anyone try public speaking coaches to train them how to be a better seminar speaker? Posture, tone, subliminal onstage stress relievers etc..?

like

Golfers: athletes or no?

like

What's the effect of this tax bill on us? No more deduction for unreimbursed business expenses?

like

How do you separate work from your personal life? I struggle with being the perfect advisor to my clients and then having time to enjoy my life.

like

What do everyone think of the designation CLTC, thank you

like

There is a special place in hell for people who merge cells and add spacer columns.

like

I'm having a cold streak where a bunch of my leads are choosing to stay in the sidelines to "ride out" the volatility. I'm literally seeing this with everybody, from prospects to existing clients.

like

If you were in a position to relocate, would you move to a locale where Baby Boomers are moving/retiring in a disproportionate #, w/the expectation your career success rate would be higher?

like

Any Senior FAs looking for an experienced Junior FA? NYC/LI Area.

like

Any good book recommendations? Would prefer if applicable to the business or self development. But doesn’t have to be.

like

And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

like

Have a surgeon that exceeds the income threshold for deducting a spousal IRA. Would you recommend one for your clients spouse even if they don’t get the deduction? Why? Trying to learn from the sitch

like

What's a nice way to say "you don't know sh*t so shut up!"?

likefunny

Anyone use a Mac for work? Can it handle Excel and PPT?

likehelpful

Thinking of bringing on a new advisor. Just my partner and I rn. Newbie was previously licensed working as a paraplanner. He'll need to get fully licensed. What sort of contract should I offer him?

like

Do you all find time to read books for pleasure with jobs like ours?

like

Anyone willing to comment on their path that they took to get to financial advisor? Been thinking about starting out as a CSA (transferring industries from current) but heard pay isn’t great. Any other routes?

like

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

like

Tips and tricks to reduce the carbon footprint in this profession?

likefunny

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal