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      Featured Post

      Digital Client Prospecting: A Guide for Financial Advisors

      11 minute read | April 19, 2024

      Have you ever thought about the incredible impact your work has? As an advisor, you're not just crunching numbers; you're shaping dreams, securing futures, and bringing peace...

      Read More
      Growth
      April 12, 2024

      The Art of Effective Cash Management: Optimizing Liquidity, Risk, and Returns

      In the world of finance, the spotlight often falls on investments like stocks, bonds, and real estate. While these assets undoubtedly play a significant role in building...
      Market Insights
      March 31, 2023

      8 Lessons Learned From the 2008 Recession That Are Applicable Today

      No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:
      Cash Solutions
      September 9, 2022

      Securities-Backed Lines of Credit: 3 Ways Clients and Advisors Benefit

      As the role of financial advisors evolves beyond pure investment management to increasingly holistic financial planning, solutions like SBLOCs have grown in popularity by...
      Cash Solutions
      August 17, 2022

      Defend Your Client Assets from Competitors with High Yield Cash

      Have you ever heard someone say, “There’s many a slip between cup and lip?” Even if you haven’t, you’ll likely recognize the truth behind it. This old maxim highlights how...
      Cash Solutions
      June 8, 2022

      From Good to Great: Adding This Service Can Help Capture HNW Assets

      As we mentioned in a recent blog post, the financial planning industry is always evolving, but one thing that remains constant is the best method for advisors to...
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      AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

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      AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

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