AI Should Make Advice More Human
Clients trust AI-assisted advice more when an advisor verifies it. See how AssetMark uses AI to prepare clearer, more confident client conversations.
Category: Next Generation
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AI Should Make Advice More Human
Key Takeaways Clients do not need more noise. They need a clearer conversation. A market headline breaks. A portfolio moves. A tax question comes up before a major life event. In moments like these, clients rarely want a data dump. They want an advisor who can explain what…
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Meeting Clients Where They Are: The ACE Program Approach to Next-Gen Advising
Key Takeaways Most financial advisors are built to serve clients who are ready for a plan. But what about the clients who aren’t there yet? They’re curious. They’re starting to ask questions about their 401(k), their first home, their student debt. They don’t have investable assets that cross…
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Wealth Isn’t Affluence—It’s Well-Being
In today’s rapidly evolving financial landscape, one idea is becoming increasingly clear: wealth is no longer defined solely by affluence. Younger generations are reshaping what prosperity means, and that shift is changing the role of advisors along with it. As Elizabeth Husserl — registered investment advisor, author, and…
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Private Markets Unlocked: Bridging the Technology Divide
Private markets aren’t just for institutions anymore. More value is now being created inside private companies, and individual investors are starting to notice. Consider two headline examples: OpenAI recently sold shares in a secondary offering that valued the company at roughly $500 billion. Meanwhile, Anthropic is projected to…
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Build a Truly Multi-Generational Advisory Firm—Or Risk Being Left Behind
I recently had the pleasure of presenting to some of AssetMark’s best advisors at the Platinum Summit event. During this session, I shared about creating a truly multi-generational firm—one that goes beyond multigenerational families and expands to multigenerational advisors and team members and even into multigenerational services.
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Private Markets Unlocked: 5 Myths and Misconceptions
Public market volatility and ongoing economic uncertainty make it challenging for advisors to build resilient, diversified portfolios. That’s why more financial professionals are turning to private markets to find new avenues to capture the drivers of long-term growth.
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Private Markets. Unlocked. How Mind Over Markets Shapes Investment Outcomes
Many of you know I had the great fortune to grow up in San Diego during the ’70s and ’80s. For some people, those years were all about mega-malls, Walkmans, and neon leg warmers. But for me, it was always about the ocean. The endless horizon and the…
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Improving Client Service and Retention: Wealth Management Solutions for Bank Trust Leaders
Legacy Clients and Rising Expectations: Bank Trust and the Next Generation For CEOs, CFOs, and leaders of trust departments, the landscape is changing rapidly. The Great Wealth Transfer is no longer a distant forecast. Cerulli Associates now projects that $124 trillion will move to heirs and charities through…
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Private Markets 101. Unlocked.
Public Markets: A Shrinking Opportunity Set For decades, public markets were the primary avenue for building wealth. They’re familiar, liquid, and transparent. Many advisory practices were built around guiding clients along that path. But that path is narrowing, and it’s happening fast.
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Estate Planning, HNW/UHNW, Investment Management, Next Generation, RIA, Tax Management, Values-Driven Investing, Wealth ManagementTurn Donor-Advised Funds into a Year-Round Tax and Wealth Strategy
Empower Clients to Save More and Give More Most charitable giving and tax planning get squeezed into the busy final months of the year. But waiting until December means missing out on smarter financial moves that could be made much earlier, during the summer, or throughout the year.
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Estate Planning, Financial Planning, HNW/UHNW, Investment Management, Next Generation, Tax Management, Values-Driven Investing, Wealth ManagementTrust Departments and Wealth Firms Collaborating on Client Solutions
As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer meets their needs. They seek broader diversification, smarter tax strategies, and long-term support to manage family wealth. Clients want portfolios tailored to their…
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The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts
The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This phenomenon, known as the Great Wealth Transfer or Great Opportunity Transfer, according to Michael Kim, AssetMark CEO, presents…
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Business Operations, Client Experience, Client Relationships, Clients, Growth, HNW/UHNW, Next Generation, Practice Management7 Tips for Client Reviews that Get Referrals
Your ability to attract and retain clients means everything to the success of your financial advisory practice. Excellent client experiences can help you retain existing clients and attract new prospects. However, it’s impossible to offer valuable financial insights and services without a solid understanding of your client base.
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Branding, Client Acquisition, Client Experience, Client Relationships, Clients, Growth, Marketing, Next Generation7 Client Appreciation Event Ideas That People Will Talk About
Attracting and retaining clients often comes down to the small details, like the personal connection you establish. Financial advisors can use events to build stronger relationships while simultaneously increasing their reach and engaging new prospects. A successful event helps humanize your business and create buzz surrounding your services.
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Branding, Business Model, Business Planning, Estate Planning, Financial Planning, Growth, HNW/UHNW, Next Generation, Practice Management, Retirement Planning, Values-Driven Investing7 Ways to Diversify Your Revenue Sources as a Financial Advisor
Market volatility, economic concerns, and rising inflation are just a few of the current issues causing advisors to take a deeper look at their business offerings. When the climate is uncertain, business owners are smart to diversify their options and avoid keeping all their eggs in one basket.