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.
“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 Solutions 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.
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!
Discover how Jennifer Hilts, financial advisor at LOTUS Financial Partners, differentiates herself and found success by committing to deep conversations and big career moves.
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 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.
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.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
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.