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    Recent Press Releases

    AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business As part of the alliance, AssetMark will acquire approximately $12 billion in assets from the Morningstar ... READ THE RELEASE
    AssetMark Announces 2024 Practice Excellence Award Recipients These awards, now in their seventh year, recognize financial advisory firms that have made significant ... Read the Release
    AssetMark Signs Definitive Agreement to be Acquired by GTCR Investment by leading private equity firm is premised on sustaining growth and product expansion at the ... READ THE RELEASE
    AssetMark Honors Financial Advisors with Community Inspiration Award The annual Community Inspiration Award honors advisors who are making a significant impact in their ... Read the Release
    AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements Designed to deliver real-time client and business insights, the Advisor Dashboard enhances efficiencies ... READ THE RELEASE
    AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients Driven by advisors' strong demand for a top-tier tax management solution, AssetMark developed a ... Read the Release

    In The News

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    AssetMark Ascending

    Michael Kim's Mission Continues. Pivoting back across the private equity frontier leaves one of the biggest advisor service platforms in prime position to chart the future of the entire wealth industry. Read The Story

    3 Key Elements for Successful Succession Planning

    The reason for the impending shift is not mysterious: A significant portion of advisors are nearing retirement age. According to Cerulli, nearly 60% of RIA assets are managed by advisors aged 55 and older, and the current average age of financial advisors is 50. Read the Story

    Gatekeepers Expect Bumper Year for Active Fixed Income Managers

    When uncertainty about Fed policy, rates, and inflation increases, active fixed income managers become more appealing to wealth firms for their ability to make bets without being as sensitive to credit upgrades or downgrades as passive managers, said David McNatt, head of investment solutions for AssetMark, a turnkey asset management platform. Read the Story

    AssetMark Sees Tech As Key To Success, CEO Says

    “As we work with the younger generation or the next generation of advisors, they’re actually looking at technology and really using technology to play offense with their clients and with developing their own business,” Michael Kim said. “The advisor sees technology and digital solutions as a way to drive client experience.” Read the Story

    AssetMark eyes possibility of becoming 'Tamp aggregator'

    ‘Given our leadership role within the Tamp space and the scale that we have, as well as the distribution model and the client support function that we’ve built over the years, we are in that driver’s seat to really be the Tamp aggregator in our space,’ AssetMark chief executive Michael Kim told Citywire in a wide-ranging interview. Read the Story

    News & Press Archive

    Assetmark, Inc Wealth Management Technology Solutions financialplanning | 11/7/2023
    New AssetMark CEO says TAMP on track for best year in company history, aims to double size in 3 years

    AssetMark's quarterly financials tell a familar story of record setting and growing advisor headcounts.

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    Assetmark, Inc Wealth Management Technology Solutions | 09/18/2020
    Revolution and Evolution: Providing Lasting Value to Your Clients During a Global Pandemic

    Chief Client Officer Michael Kim shares tips to help financial advisors enhance their client experiences and digitize their office processes to create more value for their clients during the COVID-19 ...

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    Assetmark, Inc Wealth Management Technology Solutions | 04/24/2019
    Harnessing the Power of Customer Relationship Management Tools

    EVP and COO Carrie Hansen shares tips on meeting the increasing needs of investors, maximizing your impact, and protecting your most precious resource - time - in her latest article on harnessing the ...

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