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    At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention efforts so that the individuals providing that advice reflect the communities they serve.

    To lead that change, we live by four values—heart, integrity, excellence, and respect—and work with the Center for Financial Planning Board to continue to make a difference. Read on for ideas to create positive, lasting change.

    Empowering Women to Champion Their Careers and Coworkers

    Natalie Wolfsen

    AssetMark Chief Executive Officer Natalie Wolfsen outlines how women can be champions of their careers and the careers of others through intentional mentoring and sponsorship.

    Read Her Article »

    “Actively incorporating diversity into the businesses that drive our global economy—through leadership, sponsorship or mentorship—can make a real and lasting difference.”
    – Natalie Wolfsen, AssetMark Chief Executive Officer

     

    Resources to Inform Career Growth and Support Gender Diversity in the Industry

    Explore the latest research to understand where progress has been made, what problems still need to be addressed, and what you can do to make a difference.

    McKinsey & Company:
    Women in the Workplace »
    Get insights on what it will take to stoke a new wave of change that engages all stakeholders in prioritizing gender diversity.

    Oliver Wyman:
    Women in Financial Services »
    Find out which factors are driving diversity momentum, and discover practical tactics to achieve gender equality in the future.

    Deloitte Insights
    Within Reach? Gender Equality in Financial Services Leadership »

    Women's Summit

    Watch highlights from our Women’s Summit, designed to energize and connect our industry's community of women. Every year AssetMark hosts over 60 events, including local interactive workshops, content-rich webinars, business consulting events and more to help you grow your business, sharpen your strategy and develop lasting relationships with your clients. We hope to see you at a future event!

    Jen_Hilts_Headshot_198

    Jennifer Hilts

    Discover how Jennifer Hilts, financial advisor at LOTUS Financial Partners, differentiates herself and found success by committing to deep conversations and big career moves.

    Learn From Jennifer

     

    Heather_Rohrs_Photo

    Heather Rohrs

    Hear from Heather Rohrs, MBA, and founder of Masterpiece Financial Services, who has scaled two businesses, developed a strategy for competing against huge firms, and continues to give back to the LGBTQ community.

    Learn From Heather

    Diane Woodward

    Diane Woodward

    Learn what Diane Woodward, CFP®, RICP® at Oak Tree Wealth Management, wishes she had known when she started her career, how she promotes financial literacy and brings women into financial conversations.

    Learn From Diane

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    AssetMark

    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.


    June 29, 2022

    Retirement Plan Offerings: Understanding 401(k)s and 403(b)s

    More often than not, advisors don't specialize in 401(k)s or other retirement plans. Retirement plan advisories usually require specialized training and certifications, which...
    June 22, 2022

    Independent vs. Wirehouse: The Pros and Cons (Only You Can Decide)

    It’s an ongoing debate – working with a wirehouse vs. being an independent advisor – and there are passionate proponents on both sides. Still, if you are a financial advisor...
    June 15, 2022

    What Young Investors Expect from Financial Advisors

    More than half of Gen Z and Millennials wish they had made different investment decisions in the last year. With half of Gen Z already venturing into the world of investments...

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