02/04/26 Compliance: Delegation of Signing Authority for Financial Professionals at AssetMark, Complete Outstanding KCU Requirements; Business: New Tax and RMD Handouts, New Accordant Interval Fund approved; Presentation: 4th Quarter Review and 2026 Outlook

Notes: Click here to download the PDF

Compliance:
Delegation of Signing Authority for Financial Professionals at AssetMark
Extended Support Hours Are Here to Stay
Complete Outstanding KCU Requirements

Business:
New Tax and RMD Handouts
New Accordant Interval Fund approved
DWA Changes End of This Week

Presentation:
4th Quarter Review and 2026 Outlook with Tom and Dave from DWA

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