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    Recent Press Releases

    AssetMark to Acquire Adhesion Wealth, Accelerating RIA Offering Adhesion’s platform enables over 2,800 fee-based advisors across 180 RIAs to deliver better investor Read the Release
    AssetMark Launches Marketing Advantage Platform Marketing Advantage empowers advisors to enhance their brand, deepen client relationships and attract ... Read the Release
    AssetMark Launches Digital Prospecting Capability for Advisors WealthBuilderSM Prospecting provides a streamlined and customized experience for managing and ... Read the Release

    In The News

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    Cash revenue helps AssetMark offset market losses for record quarter

    Though total platform assets have decreased $11.4 billion so far in 2022 due to markets, AssetMark still announced record quarterly revenue when it reported its Q2 results on Wednesday. Read The Story
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    Adhesion deal triples addressable RIA market

    "Adhesion’s platform provides a more flexible, modular offering valued by larger RIAs. Simply put, we’ll have expanded our advisor total addressable market by three times through the acquisition," Natalie Wolfsen said. Read the Story
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    AssetMark to Buy Adhesion Wealth from Vestmark

    Once combined, AssetMark, which offers outsourced asset management and other services, will have about $100 billion of assets on its platform. Read The Story
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    A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

    Clients of the future will expect more and need more convincing before hiring a wealth manager. Read The Story

    News & Press Archive

    wealthmanagement.com | 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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    wealthmanagement.com | 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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