AssetMark's survey puts adoption at 85% and the time savings at four hours a week, but the error rate it leaves unquantified—and the compliance hurdle firms keep naming—will decide the practice economics.
Private Wealth DailyThe morning edition
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.