Preparing for the Greatest HNW Opportunity in History: How RIAs Can Seize the Moment – Adhesion Wealth – 5.27.26

Summary:

Join Adhesion Wealth Advisor Solutions for an insightful discussion on the trends reshaping wealth management, including the great HNW client migration, evolving client expectations, and the growing demand for personalized tax management services.

This session will also introduce AssetMark’s Tax Management Services (TMS), soon to be available on the Adhesion platform, and explore how advisors can use scalable tax management capabilities to help improve after-tax outcomes and differentiate their practices.

Key topics will include:

• What’s driving the $105 trillion generational wealth transfer — and how it’s reshaping client expectations across generations
• Why high-net-worth investors are consolidating relationships and seeking more integrated services
• How Tax Management Services at Adhesion can help advisors scale personalized tax-smart portfolio management

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Erin Wood brings over 20 years of experience humanizing financial planning. As SVP of Advanced Planning, Erin leads innovation for AssetMark’s new wealth solutions, secures strategic industry relationships, and oversees a team of specialists who work directly with advisors and their high-net-worth clients.

Erin’s career spans both practice ownership and enterprise leadership. After beginning as a financial planner in Milwaukee, she built her own advisory firm for over a decade, developing deep insight into advisors’ and clients’ needs. She later transitioned to building high-performing financial planning teams at enterprise firms, most recently serving as Head of Financial Planning & Advanced Solutions at Carson Group before joining AssetMark.

Named “Thought Leader of the Year” at WealthManagement.com’s 2023 “Wealthies” awards and a 2024 InvestmentNews Women to Watch Financial Literacy Champion, Erin’s expertise has been featured in The Wall Street Journal, Barron’s, and NASDAQ.

She regularly contributes to Kiplinger, TheStreet, and HerMoney. She has served with the CFP’s Financial Advice Working Group and as an advisor for the Women in Leadership Program at the University of North Dakota.

Erin holds a B.S. in communications and finance, the CERTIFIED FINANCIAL PLANNER^® designation, and a graduate certificate in financial psychology and behavioral finance.

David Studer is SVP of Wealth Solutions at AssetMark a leading wealth management platform for financial advisors. In his role, he is responsible for leading multi-channel advisor trading services, Tax Management Overlay, Direct Indexing, and UMA strategy, and bringing new value-added wealth solutions and capabilities to advisors.

Since joining Assetmark, he led the development and launch of tax management services, various advisor trading capabilities, donor-advised fund program, along with shaping the advisor trading services strategy.

Kevin leads Sales with a focus on helping financial advisors cut through complexity and confidently adopt the right technology to grow their practices. With 20+ years in financial services, including experience at SEI and New England Financial, he brings deep knowledge of the wealth management and fintech ecosystem.

Kevin spent 10 years helping build the firm, took on a fintech startup role to broaden his perspective, and returned to help rebuild and accelerate growth with a sharpened vision for what advisors need most.

Based in the Philadelphia suburbs, Kevin enjoys the outdoors, family time with his wife and two kids, and everything Philly sports.