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Adhesion Wealth® Reports Over 60% AUM Growth for Second Year Straight - Vimarsana News

Adhesion Wealth® Reports Over 60% AUM Growth for Second Year Straight

Adhesion Wealth® Reports Over 60% AUM Growth for Second Year Straight News provided by Share this article CHARLOTTE, N.C., Feb. 17, 2021 /PRNewswire/ --  Adhesion Wealth®, a Vestmark company, today announced that its discretionary assets under management (AUM) grew by 61% in 2020. This is the second consecutive year the company has achieved AUM growth over 60%. The company also grew its advisory client base and discretionary accounts by 23% and 26%, respectively, and added 42 new asset managers to the Adhesion Wealth Manager Exchange over the same period.   "After a tumultuous year for th...

Wealthies Circle: Vestmark's Technological and Investment Solutions - Vimarsana News

Wealthies Circle: Vestmark's Technological and Investment Solutions

In this conversation, you will learn: Vestmark’s commitment to delivering investment solutions to clients  How the firm uses outsourcing as a benefit for them and their clients  Rob’s take on how Adhesion Wealth supports Vestmark with customer support models  Vestmark’s approach to compliance solutions  And more! Tune in to learn how technology and outsourcing solutions can help you achieve a long-term thriving practice!