Get Started
    Get Started

      News & Press

      Submit a Media Inquiry

      Recent Press Releases

      August 12, 2025 AssetMark Expands Advisor Capabilities with Enhanced Self-Directed Brokerage Account (SDBA) Solution AssetMark announces the launch of its enhanced Self-Directed Brokerage Account (SDBA) solution, enabling ...
      READ THE RELEASE
      July 29, 2025 AssetMark Appoints Phill Rogerson as Senior Vice President, Head of RIA Channel AssetMark has appointed Phill Rogerson as Senior Vice President and Head of the RIA Channel, leading the ...
      read the release
      July 24, 2025 AssetMark Announces Strategic Expansion into Private Markets AssetMark announced its upcoming expansion into alternative asset classes, with new capabilities ...
      read the release
      May 5, 2025 AssetMark Announces 2025 Practice Excellence Award Recipients These awards recognize financial advisory firms that have made significant achievements in the areas of ...
      READ THE RELEASE
      April 25, 2025 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
      April 1, 2025 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

      In The News

      Citywire-Logo

      AssetMark CEO Michael Kim Explains Private Markets Push

      August 1, 2025

      The investment outsourcer is adding interval funds to its third-party fund platform and in-house discretionary strategies later this year.       Read the Story
      ThinkAdvisor_Logo (1)

      AssetMark Moves to Expand Growth With RIAs, Private Markets

      July 30, 2025

      AssetMark made two significant announcements with the hiring of a new RIA channel head and the unveiling of a strategic expansion into private market investments.       Read The Story
      linnkedinchannels4_profile

      Meet the ‘Next Gen Advisor,’ the Wealth Industry’s Solution to Attracting – and Keeping – Clients

      July 23, 2025

      AssetMark CEO Michael Kim and SVP of Advanced Planning Erin Wood share their expert perspective on how the “Great Opportunity Transfer” is reshaping wealth management. They emphasize the need for strategic onboarding of Next Gen advisors and comprehensive planning support to meet the evolving expectations of younger investors.       Read The Story
      fortune-logo-2016-840x485-2

      Wall Street Sees 35% Canada Tariff as Just a Negotiation Tactic: ‘Tariffs are Trump’s Hammer for Every Nail’

      July 11, 2025

      In Fortune’s analysis of shifting trade policies, AssetMark’s Chief Market Strategist Kezia Samuel offers perspective on how geopolitical uncertainty can unsettle markets—but also present strategic opportunities for investors who remain focused on long-term fundamentals.       Read The Story
      Kiplinger

      Recent Market Volatility Offers Valuable Lessons for Investors

      July 5, 2025

      AssetMark’s SVP, Advanced Planning Erin Wood and Chief Market Strategist Kezia Samuel share timely insights on how investors can use market volatility to their advantage—highlighting strategies like tax-efficient rebalancing and the importance of staying invested through uncertainty.       Read The Story
      Yahoo!_Finance_logo_2021

      US-China Tariff Truce Signals the 'Worst Case is Off the Table'

      May 12, 2025

      AssetMark CIO Christian Chan highlights how the US-China tariff truce reduces uncertainty and opens the door for equity markets to recover. He underscores the importance of resilient supply chains and sees the agreement as a stabilizing force for global growth.       Read The Story
      thewealthadvisor_logo-1

      AssetMark Named #1 Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide

      April 4, 2025

      AssetMark has been recognized as the #1 Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide, also ranking #1 in Best Service and Best Advisor Development. This recognition is based on feedback from 350,000 advisors about their experiences with various TAMP platforms.       Read the story
      wsr-new-logo-2

      The Great Opportunity Transfer

      March 4, 2025

      AssetMark CEO Michael Kim Discusses how the shifting demographics of Gen Z and millennials are reshaping the wealth management landscape. From personalized investment strategies to tax optimization, Next Gen clients have unique expectations.       READ THE STORY

      News & Press Archive

      Assetmark, Inc Wealth Management Technology Solutions press release | 08/1/2025
      AssetMark CEO Michael Kim Explains Private Markets Push

      The investment outsourcer is adding interval funds to its third-party fund platform and in-house discretionary strategies later this year.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 07/30/2025
      AssetMark Moves to Expand Growth with RIAs, Private Markets

      AssetMark made two significant announcements with the hiring of a new RIA channel head and the unveiling of a strategic expansion into private market investments.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 07/29/2025
      AssetMark Appoints Phill Rogerson as Senior Vice President, Head of RIA Channel

      AssetMark has appointed Phill Rogerson as Senior Vice President and Head of the RIA Channel, leading the firm’s expansion in the RIA space and reporting directly to Michael Kim.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 07/24/2025
      AssetMark Announces Strategic Expansion into Private Markets

      AssetMark announced its upcoming expansion into alternative asset classes, with new capabilities expected to launch in Q4 2025.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions | 03/13/2025
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions | 12/17/2024
      AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services

      ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions | 12/10/2024
      AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning

      Wood will spearhead the development and introduction of AssetMark’s advanced planning offering.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions | 12/2/2024
      AssetMark Completes Acquisition of Morningstar Wealth’s TAMP Assets

      This suite of investment solutions added to the Assetmark platform helps advisors serve their clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/21/2024
      AssetMark Enhances Platform with TIFIN Sage AI Capabilities

      AssetMark collaborates with TIFIN Sage to integrate AI-driven technology into its platform, empowering advisors to deliver personalized portfolios more efficiently and scale their practices while ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/12/2024
      AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

      A suite of new strategies has been added to the AssetMark platform to help advisors serve their clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/5/2024
      AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

      AssetMark Financial Holdings, Inc. today began a new era of strategic growth and expansion by announcing the closing of its acquisition by GTCR, a leading private equity firm with substantial ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/20/2024
      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 Wealth Turnkey Asset Management Platform (“TAMP”).

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/3/2024
      AssetMark Announces 2024 Practice Excellence Award Recipients

      These awards, now in their seventh year, recognize financial advisory firms that have made significant achievements in the reas of operational excellence and technology adoption at AssetMark.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/25/2024
      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 Company

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/1/2024
      AssetMark Honors Financial Advisors with Community Inspiration Award

      The annual Community Inspiration Award honors advisors who are making a significant impact in their communities through dedicated service, by awarding $10,000 to each advisor’s charitable ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions think advisor | 03/19/2024
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 03/13/2024
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/4/2024
      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 for advisors and streamlines their workflows.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 02/15/2024
      AssetMark eyes possibility of becoming 'Tamp aggregator'

      The $109.7bn investment outsourcer has M&A on its mind, chief executive Michael Kim told Citywire.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 02/15/2024
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 01/29/2024
      The more unique, the better, for AssetMark's top gatekeeper

      When looking to add a new strategy to her firm’s recommended list, Zoe Brunson, chief investment strategist at AssetMark, believes in the ‘Five Ps’: people, process, philosophies, portfolio ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 01/16/2024
      AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients

      The comprehensive and user-friendly set of solutions helps drive better outcomes on taxable assets through a personalized process that is straightforward and seamless for both advisors and clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 12/19/2023
      10 People to Watch in Wealth Management in 2024

      When former CEO Natalie Wolfsen left AssetMark Financial Holdings to join Orion, AssetMark turned to President Michael Kim to lead the company. Kim takes the helm amid a period of record growth for ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 12/12/2023
      Michael Kim Recognized in InvestmentNews' Hot list 2023

      AssetMark CEO Michael Kim secures a spot on InvestmentNews' Hot List 2023! This list celebrates the accomplishments of 100 visionary leaders driving transformation across industries with their ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions nasdaq | 12/12/2023
      Nasdaq TradeTalks: TradeTalks on Market Strategy & Portfolio Management

      Join David McNatt, along with industry experts, as they discuss portfolio diversification and allocations for 2024 on Nasdaq TradeTalks.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 11/9/2023
      AssetMark revenue hits all-time high in Q3

      AssetMark Financial Holdings hit its sixth consecutive quarter of record-breaking results in the third quarter, and it shows no sign of slowing.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 11/7/2023
      AssetMark CEO Kim sets lofty goals on debut earnings call

      Michael Kim pledged to double the Tamp’s advisor base and return the company to a 10% organic growth rate.

      Learn More
      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.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealth advisor | 11/6/2023
      AssetMark Hits $99.6 Billion In Platform Assets

      “The third quarter was another record quarter for AssetMark, highlighted by all-time highs across many financial and operating metrics. We realized our sixth straight quarter of record adjusted ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 11/6/2023
      AssetMark on the Hunt for Diversified Strategies, Fixed Income

      In a recent interview with FundFire, David McNatt, Executive Vice President of Investment Solutions at AssetMark, discussed the company's focus on adding diversified investment strategies and fixed ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/2/2023
      AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

      Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wall street journal | 10/31/2023
      Stocks End October With Gains, Post Monthly Losses

      Christian Chan, chief investment officer at AssetMark, said the firm has been trimming its stock exposure, content to earn the highest yields in years on safe investments.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bizwomen | 09/12/2023
      In Her Own Words: Supportive husband + great team = Carrie Hansen’s success

      People and relationships mean everything to me – both personally and professionally – and it is the depth of those relationships that has propelled my success in business.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 09/11/2023
      AssetMark gatekeeper favors experience over performance for new strategies

      Zoe Brunson's team at the $103bn manager has made decisions on a pair of new offerings that could launch by the end of the year.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/8/2023
      AssetMark Names Michael Kim Chief Executive Officer

      Mr. Kim is a seasoned veteran of the firm with over 25 years of industry experience, 13 of which are at AssetMark. He has a proven track record of driving successful results for the firm and has been ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 08/3/2023
      AssetMark adds advisors while hitting multiple all-time earnings highs in Q2

      The firm saw its second quarter 2023 net income climb 29.7% to $32.9 million from the $25.3 million it brought in one year before. Overall platform assets and assets from engaged advisors were also ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 08/3/2023
      As It Attracts More Advisors, AssetMark Notches Record Growth

      AssetMark Financial Holdings notched several records for the second quarter, lifted by its ability to attract more financial advisors to its wealth management.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/11/2023
      Amid volatility, tech that proves an advisor’s value will thrive

      For many, it will mean adopting new tools that allow them to offer services they traditionally eschewed. For example, direct indexing technology, which firms acquired en masse in 2021 and are now ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/10/2023
      Are you hiring or firing? Advisors and the end of the Great Resignation

      Dana Burkhardt, head of business consulting at AssetMark, is seeing less turnover in advisor offices. However, she says firms that haven’t put time and attention toward ensuring they have competitive ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions assetmark | 05/11/2023
      AssetMark Launches First Trust Investment Strategies for Financial Advisors

      Three new strategies added to AssetMark platform better help advisors serve their clients

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/11/2023
      AssetMark Launches First Trust Investment Strategies for Financial Advisors

      AssetMark adds three First Trust strategies to the platform that span the investment spectrum from core to satellite

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 01/4/2023
      20 Most Influential Gatekeepers

      n this inaugural list of the US’s 20 Most Influential Gatekeepers, the teams highlighted allocate a combined $1.21tn to third-party strategies, a huge figure to be directly controlled by a handful of ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 12/15/2022
      AssetMark Completes Acquisition of Adhesion Wealth

      “AssetMark and Adhesion are officially united in pursuit of our shared mission to empower growth-focused advisors to deliver better investor outcomes while successfully growing their practices,” said ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 11/7/2022
      New SEC Requirements Can Create Opportunities for Advisors

      After an 18-month window to implement new requirements, last week marked the deadline for RIAs to fully comply with the U.S. Security and Exchange Commission’s marketing and advertising reforms under ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/26/2022
      TAMPs race to build comprehensive wealth management platforms

      The word “turnkey” means something much different to today’s turnkey asset management providers than it did when the phrase originated in the mid-1990s. While plenty of TAMPs still focus on ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fa magazine | 09/15/2022
      How Advisors Can Attract, and Keep, Wealthy Clients

      There are growing opportunities for advisors to move into the high-net-worth space, which currently consists of about 22 million millionaires in the U.S., according to a white paper published by ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions advisor perspectives | 09/2/2022
      The Emerging Trends Among HNW Investors

      For HNW clients, it’s not just about investments. It’s about what their money can do for them. Whether it’s leaving a legacy for their grandchildren, sailing around the world, or establishing a ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthtech on deck | 08/9/2022
      Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen

      Advisors are constantly looking for ways to best serve their clients. However, with the fast-paced and ever-changing landscape of the industry, it can be difficult to keep up. Advisors are expected ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 08/5/2022
      AssetMark CEO Wolfsen discusses growth plans after earnings beat

      The resilience of turnkey asset management program (TAMP) AssetMark has been put to the test this year, with market volatility drawing down about $10.1bn in client assets under management off its ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 08/4/2022
      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. Net revenue ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 08/4/2022
      Adhesion deal triples addressable RIA market: AssetMark CEO

      The Adhesion deal lets AssetMark go for even bigger firms, Wolfsen explained. ‘Adhesion’s platform provides a more flexible, modular offering valued by larger RIAs. Simply put, we’ll have expanded ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 06/14/2022
      AssetMark to Acquire $9.5B Adhesion Wealth

      RIA clients on AssetMark’s platform will gain access to Adhesion’s technology as a result of the deal. Broker/dealer advisors on the AssetMark platform will gain access to a number of services via ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 06/13/2022
      AssetMark to buy $9.5bn TAMP Adhesion Wealth

      ‘As advisors accelerate their growth by increasing the services they provide clients, the addition of Adhesion Wealth further strengthens our ability to serve the rapidly expanding RIA market with an ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions seeking alpha | 06/13/2022
      AssetMark Financial expands RIA offering with acquisition of Adhesion Wealth

      The move allows AssetMark (AMK) to expand its existing offering, including personal and direct indexing, tax transition and portfolio administration, as Adhesion's platform enables more than 2.8K ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/25/2022
      AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report

      AssetMark’s newly introduced values-driven investment solutions give advisors the ability to align their clients’ portfolios with their personal values consistent with their overall financial goals

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/18/2022
      What’s America’s favorite TAMP of 2022?

      The competitive landscape for turnkey asset management platforms is heating up after providers landed millions in new assets during the pandemic, when advisers were desperate for any technology that ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions modern financial advisor | 03/17/2022
      Podcast: What Younger Investors Expect Of Their Financial Advisors

      Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She also offers some key strategies for advisors to ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 03/16/2022
      Advisors Happy With Outsourced Investment Management: Survey

      Advisors say their main challenges are scaling their business for growth and spending time on business-building activities, such as financial planning with clients, practice management and new ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 03/15/2022
      Thinking About Outsourcing Investment Management? 5 Considerations.

      Outsourcing investment management is a popular option for many advisors. But for those contemplating a switch, there’s a lot to mull over. It’s a big change and can be a difficult decision to make, ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/14/2022
      Advisers struggle to grow new business: AssetMark

      The vast majority of advisers reported having problems finding enough time to focus on business development and client relationships, according to a new study.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 02/17/2022
      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.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 02/7/2022
      AssetMark Deploys Prospecting, Marketing Tools

      The firm, with its latest tech, is on a mission to become more than just an asset management platform.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 02/4/2022
      Advisers see increased opportunity in new fintech tools

      Financial advisers are still struggling to adapt to new wealth management norms, and are asking fintech companies for new technology to help bridge the gap.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions planadviser | 02/4/2022
      AssetMark Launches Marketing Advantage Platform

      The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 02/4/2022
      Financial Planning Week in Review

      AssetMark, a turnkey asset management company, launched two new pieces of technology for financial advisors this week.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/3/2022
      AssetMark Launches Marketing Advantage Platform

      Marketing Advantage empowers advisors to enhance their brand, deepen client relationships and attract new business

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 02/3/2022
      AssetMark launches new digital prospecting, marketing tools

      The third leading TAMP by assets this week announced the launch of two new tools to help advisers find and land new clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 01/24/2022
      AssetMark Launches Digital Prospecting Capability for Advisors

      AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/20/2022
      Advisors Are Happy They Outsourced Investment Management: AssetMark Survey

      If you’re thinking of outsourcing investment management, but are still on the fence, consider this: Overall satisfaction with the decision to outsource this key component of wealth management is on ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/6/2022
      Form ADV Mistakes Can Put Advisors in Hot Water: How to Avoid Them

      Form ADV contains multiple parts and there are certain nuances that tend to trip up advisors. Even small mistakes, however, can cause big problems when regulators come calling.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/4/2022
      Smart Compensation Practices Can Make Wealth Management Hiring Easier. Here’s How

      Barron’s Advisor spoke to several experts who routinely counsel financial advisors about hiring and compensation best practices. Here are their recommendations.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/3/2022
      6 Marketing Tips for Breakaway Brokers

      Marketing is important for advisors at all stages of their career, but it’s especially important for breakaways to start out on the right foot.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 12/1/2021
      Podcast: Finding your purpose with Natalie Wolfsen

      In this podcast, Christine speaks with Natalie Wolfsen, chief executive at AssetMark, for a discussion about purpose and how women can create meaning in their work while reaching for top C-suite ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 12/1/2021
      Attracting and Keeping Advisor Talent During the Great Resignation

      AssetMark Chief Channel Officer Matt Matrisian shares how the Great Resignation is creating headwinds for financial advisors looking to grow their practices.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 11/10/2021
      AssetMark adds $2.8B in assets, reaches record revenue and profit

      After closing a big acquisition and recording its third straight quarter of a record in-flow of assets, AssetMark is seeking to expand further by competing against fellow platforms and RIA ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 11/10/2021
      AssetMark eyes small RIAs as assets reach $86.8bn

      On the firm’s Q3 earnings call Tuesday, chief executive Natalie Wolfsen (pictured) said RIAs with less than $500m in assets under management are growing slower than larger firms and ‘need to ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 11/10/2021
      AssetMark to Add More Outsourced Services for Advisors

      In the coming months, AssetMark is planning to offer additional outsourcing services related to marketing, administration, and tax-planning.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 10/18/2021
      AssetMark CEO Natalie Wolfsen Recognized in San Francisco Business Times’ Most Influential Women in Business of 2021

      AssetMark CEO Natalie Wolfsen has been honored by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business of 2021. The award honors leaders that exemplify ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 10/6/2021
      Three Questions with Michael Raneri, Chief Digital Innovation Officer at AssetMark

      Technology is leading the industry into innovation and long-awaited change. Michael Raneri of AssetMark answers how it’s evolving to better fit advisor needs and focus on clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 09/25/2021
      Knights of Columbus RIA Builds More Ties Between Faith and Wealth

      The Knights of Columbus Asset Advisors and wealth management technology vendor AssetMark are starting out with about 125 investment advisor representatives managing more than $30 million after a soft ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/23/2021
      AssetMark Launches PEP

      AssetMark PEP is a 401(k) plan the company said allows business owners to pool their retirement assets with those of other employers and to outsource the fiduciary and operational duties involved in ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/21/2021
      Three Questions with Matt Matrisian, Chief Channel Officer at AssetMark

      Advisory firms that are expanding often focus on hiring more people, but Matt Matrisian of AssetMark argues that they should also be assessing their systems and processes to deal with issues of scale ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions 401k specialist | 09/20/2021
      AssetMark Launches Pooled Employer Plan for SMB market

      “The professionally managed investments and cost-saving advantages of a PEP allow small businesses to help their employees access the benefits of a tax-advantaged retirement plan,” said AssetMark ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/20/2021
      AssetMark Launched Pooled Employer Plan

      The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions riabiz | 09/14/2021
      AssetMark Widens Offensive on Envestnet by Creating SMA Mini-Market

      The Concord, Calif., TAMP is rebooting an SMA program mothballed in 2017 to go upmarket by meeting the needs of advisors who compete for investors with hyper-portfolio customization. The original ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 09/9/2021
      AssetMark Wins WealthManagement.com 2021 Wealthies Industry Award

      AssetMark wins for best Portfolio Management, Accounting and Performance Reporting under the Technology Providers category for its its PortfolioReview tool that launched in August 2020 to assist ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/8/2021
      AssetMark Adds a Dozen SMAs to the Platform

      In an age when client experience is king, platform providers are working to help advisers face the growing demand from clients to access diversified investments and personalized portfolio strategies.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 09/8/2021
      AssetMark Bulks Up SMA Menu

      [Subscription Required] Due to the increasingly complex needs of those clients and their growing wealth, advisors are looking for “flexibility” to provide tailored portfolios, according to the ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/7/2021
      AssetMark Launches Suite of Separately Managed Accounts

      AssetMark SMA Suite empowers advisors to meet the changing needs of their clients

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/7/2021
      AssetMark Adds SMAs to Advisor Platform

      Included in the new suite are 12 SMAs from 10 investment managers, “many of whom are new” to the AssetMark platform, including Acadian, Edge, Hartford and Logan, according to AssetMark.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 08/16/2021
      Model Portfolio Managers Face Tougher Competition as New Entrants Flood Market

      Chief Investment Strategist Zoe Brunson shares her perspectives on recent research covering model portfolio use.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 08/2/2021
      AssetMark Looks to Acquire More Technology After Impressive Earnings Report

      AssetMark revealed plans last week to build on an impressive earnings quarter by continuing to be an active acquirer of financial advisor technology.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 07/29/2021
      Reg BI Helps Give AssetMark Record Flows

      The turnkey asset management program provider is reaping the benefits as advisors move away from commission-based relationships.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/29/2021
      AssetMark Posts $84 billion in AUM under new CEO

      AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/7/2021
      AssetMark Names David McNatt Executive Vice President, Head of Investment Solutions

      McNatt will lead the company’s center of excellence for investment solutions and experience

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions forbes | 06/4/2021
      A Data-Driven Path To Financial Wellness

      Chief Digital Innovation Officer Michael Raneri shares how data is increasingly driving our digital interactions — influencing the search results that fall above the line, ads that are relevant to a ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 05/19/2021
      Advisers, Shoot for $100 Million in AUM Before Going Indie

      Matt Matrisian, Senior Vice President with AssetMark noted that $100 million in assets under management is an industry watermark of sorts. A typical 1% fee means that adviser is generating $1 million ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 05/5/2021
      AssetMark Eyes RIAs and M&A as Fee Compression Bites

      CEO Natalie Wolfsen shares how AssetMark's services and benefits really resonate with what RIAs need, especially smaller and emerging RIAs.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/3/2021
      AssetMark Institutional to Host RIA Summit Providing Deep Dive into RIA Business Models May 25-26

      Two-day summit will feature guest speakers including Shark Tank’s Kevin O’Leary and Nerd's Eye View Publisher Michael Kitces

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/27/2021
      AssetMark Launches Alternative Investments by iCapital Network®

      Latest AssetMark offering builds on company’s commitment to helping financial advisors attract and serve high-net-worth clients

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/20/2021
      AssetMark Wins Stevie® Award for Customer Service

      The Stevie Awards for Sales & Customer Service recognize the achievements of contact center, customer service, business development, and sales professionals worldwide

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/13/2021
      AssetMark Releases 2020 Charitable Giving Report and Honors Financial Advisors with Community Inspiration Award

      Company donates $464,333 in 2020 through charitable giving programs, Including contributions made on behalf of advisors who give back to their communities

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/6/2021
      AssetMark Survey: Fancy Cup of Joe Will be First to Go Say Retirement-Minded Americans

      In this second installment, AssetMark discovered Americans are generally realistic and willing to be flexible when it comes to their retirement expectations with 63% of those on track to retire ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/16/2021
      AssetMark Gathers Leading Financial Advisors for Exclusive Gold Forum Event

      Matthew McConaughey, Doris Kearns Goodwin, Kevin O’Leary, and Ben Nemtin Among Special Keynotes Discussing Growth, Leadership and Resiliency

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/10/2021
      AssetMark Introduces New Channel to Help RIAs Achieve Scale

      AssetMark Institutional Serves the Unique Needs of Registered Investment Advisors, Helping to Drive Growth and Efficiency

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/3/2021
      6 Ways to Show Clients You Care

      The holidays may be over, but Chief Channel Officer Matt Matrisian explains that there’s never a bad time to send clients something thoughtful to let them know you’re thinking of them. In fact, it’s ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/23/2021
      AssetMark Names Natalie Wolfsen Chief Executive Officer Michael Kim Appointed President

      AssetMark Financial Holdings, Inc. Board of Directors has named Natalie Wolfsen as the company’s new Chief Executive Officer and Michael Kim as its new President.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions advisor perspectives | 01/20/2021
      A 2021 Cybersecurity Checklist

      Take steps to keep client data secure and reinforce best business practices to shore up data defenses. Chief Operations Officer Carrie Hansen shares her tips.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions assetmark | 01/19/2021
      AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

      While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 01/8/2021
      How Advisors Must Evolve to Help the Post-Pandemic Investor

      Chief Client Officer Michael Kim encourages advisors to evolve pandemic-driven processes of 2020 to continuously improve their client experience with digitization, education, and communication.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions the wealth advisor | 01/5/2021
      AssetMark: Predictions for 2021

      Chief Client Officer Michael Kim highlights industry trends likely to accelerate in 2021 and how financial advisors can position their businesses to adapt and grow.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions the money life | 01/4/2021
      Underlying Themes in the Economy that Present Often Unseen Opportunities for Wealth Creation

      Chief Economist Jason Thomas goes beyond the fear of missing out to the very real potential for clients to miss out on underlying themes in the economy that can drive market returns and rebounds. ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 12/2/2020
      AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform

      AssetMark will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/12/2020
      AssetMark Survey: Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 10/20/2020
      AssetMark's Natalie Wolfsen and Carrie Hansen Win Silver Stevie Awards

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 10/14/2020
      The Market Crash Taught Lessons. Advisors Are Failing to Learn This One.

      Charles Goldman cautions advisors who position investment management as their core value add over more holistic planning services. “That is not where the business is going,” he states.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor | 10/9/2020
      Americans of Modest Means View Financial Advice as Luxury Service

      Our first American Financial Experience Survey highlights investor perceptions about investing and advisor services. Read on for takeaways for advisors looking to build their business and maintain ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 10/8/2020
      Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

      Chief Client Officer Michael Kim shares several key takeaways from AssetMark’s first American Financial Experience Survey. “There is incredible demand for education about how to invest.”

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor | 10/1/2020
      AssetMark Expands Digital Servicing Tools

      Learn about AssetMark’s new dedicated eService team, designed to help advisors meet the increased demands for digital servicing.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions advisor perspectives | 09/30/2020
      Five Steps for Building a Business Continuity Plan

      Do you know what you would do if you were suddenly affected by a natural or man-made disaster? VP of Business Consulting Joe Farasat shares five steps to help you start building your business ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/30/2020
      AssetMark Kicks Off Fall with New Marketing and Investor Education Tools for Financial Advisors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/23/2020
      AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions 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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/3/2020
      AssetMark Welcomes Kian Rafia, New Senior Managing Director of Strategic Accounts

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor | 08/28/2020
      AssetMark Rolls Out Online Assistance for Advisors Going Virtual

      The new team brings online another component of AssetMark's services for advisors – the firm already offers electronic delivery, e-signature and an online learning platform, Financial Advisor ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 08/20/2020
      AssetMark Introduces eService Team

      AssetMark's new dedicated eService team created to help advisors meet the growing demand for digital servicing during the pandemic was featured in ThinkAdvisor's Tech Roundup.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/18/2020
      AssetMark Launches eService Team and Expands Digital Servicing Tools

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/11/2020
      AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 07/23/2020
      A Critical, Little-Known Corner of Finance Reawakens

      RIAs and advisors are struggling to run their business and maintain a competitive and comprehensive service offering. And TAMPs are here to help the advisors create value for their clients. President ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/17/2020
      One Year Since AssetMark's IPO: A Look at the TAMP's Growth

      President and CEO Charles Goldman shares lessons learned, shifts in the industry, and what informs his future plans.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor | 07/7/2020
      IRS Guidelines Expand 401(k) Borrowing Under CARES Act

      Cathy Clauson, SVP Retirement Services, explains why the opportunity to borrow from your retirement savings penalty-free and spread the taxes over years should be a last resort.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 07/6/2020
      Three Ways to Keep Retirement Plans on Track During the Pandemic

      Cathy Clauson, SVP Retirement Services, shares strategies for educating clients, growing your business, and balancing empathy with best financial practice.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions hrd | 06/19/2020
      Leaders Should Look Inwards to Create Real Change

      Head of Human Resources Esi Minta-Jacobs shares her perspective on how leaders can create a positive workplace cultures and support diversity and inclusion programs.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions yahoo! money | 06/12/2020
      Almost a Third of Americans Say They May Never Retire Because of Coronavirus Hardships

      AssetMark SVP of Retirement Services Cathy Clauson highlights how COVID-19 has exposed many Americans' lack of emergency savings and the importance of basic financial planning.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 06/9/2020
      Everywhere You Look Under Surging Stocks Is Fervid Retail Buying

      Chief Economist Jason Thomas highlights one way investors are driving the recent stock market returns with "lottery ticket" buys.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor | 06/9/2020
      Looking to Keep Your Clients During A Pandemic?

      How do you retain and engage your clients in the midst of a global pandemic and economic crisis? Chief Operating Officer Carrie Hansen shares her strategies for creating a culture of service.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions hrdive | 06/3/2020
      How to Mitigate 'Reboarding' Risks as Workplaces Reopen

      Head of HR Esi Minta-Jacobs shares her thoughts on aligning expectations, workplace needs, and understanding new protocols and processes.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions the money life | 05/22/2020
      AssetMark's Thomas: Long Term, Equities Remain the Best Place to Invest

      Chief Economist Jason Thomas discusses market movements, concepts of time, and the questions investors should be asking, on Money Life with Chuck Jaffe. Comments at the 39-minute mark.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 05/15/2020
      Stock Market's Winners Hint at Gloom Rather Than Quick Comeback

      "What you would want to see is companies impacted by the crisis starting to stabilize and we are nowhere near that." Jason Thomas, Chief Economist on market trends.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions marketwatch | 05/13/2020
      Dow ends 500 points lower after Fed's Powell says pandemic's hit to economy is worst since World War II

      "Millions of Americans are thinking...they're just going to go back to work or reopen their restaurant. It's becoming more and more clear that's just not how it plays out." Chief Economist Jason ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions advisorhub | 05/8/2020
      SEC's New Reg BI Care Standard Challenges Asset Management Platforms

      "It will be very difficult for those broker-dealers that are compensating advisors for one platform versus another to continue to do that." President and CEO Charles Goldman on the impact of ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/29/2020
      The Main Street Faces of the Fierce Rebound in Stocks

      "What's happening right now is that fear has turned to greed for the retail investor. Nobody wants to be left behind." AssetMark Chief Economist Jason Thomas speaking with Bloomberg on the likely ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/28/2020
      Chief Economist Jason Thomas on Reactions to Earnings Announcements

      "The economic policy is winning the battle for the hearts and minds of the market but not the arms and legs of the economy." AssetMark Chief Economist Jason Thomas quoted in Bloomberg about efforts ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions business insider | 04/23/2020
      US weekly jobless claims hit 4.4 million, bringing the 5-week total to more than 26 million

      "It's crushing; it's devastating for the economy," AssetMark Chief Economist Jason Thomas told Business Insider referencing the 4.4 million jobless claims reported on April 23.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/17/2020
      Chief Economist Jason Thomas on Reactions to Earnings Announcements

      Chief Economist Jason Thomas weighs in on how reactions to earnings announcements are playing out in the markets and what to expect. Read his commentary on Bloomberg.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions cnbc | 04/17/2020
      Chief Solutions Officer Natalie Wolfsen Details How Effective Financial Advisors Communicate in a Crisis

      Chief Solutions Officer Natalie Wolfsen's latest column on CNBC details how advisors can provide tremendous value by reminding their clients of investing basics, the role of their specific ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions marketwatch | 04/15/2020
      Chief Economist Jason Thomas on COVID-19's Economic Impact

      Chief Economist Jason Thomas shares his perspective on COVID-19's impact on the economy and markets with MarketWatch, "We are just now starting to get hard data, but it's for March. What we are ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 04/9/2020
      Charles Goldman on Leading through a Crisis

      AssetMark President and CEO Charles Goldman shares his strategies for leading through a crisis, and his perspective on the importance of keeping clients and employees informed, connected, and safe.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 04/8/2020
      Chief Operating Officer Carrie Hansen on Serving Advisors Through a Crisis

      Chief Operating Officer Carrie Hansen shared how she and her team are enhancing operations and service to swiftly field the roughly 1,600 – 1,900 daily calls received from advisors and processing ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/1/2020
      Chief Economist Jason Thomas Provides Economic Insights on Bloomberg

      Chief Economist Jason Thomas discusses recent market volatility and the rate of information about factors driving the shifts.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/2/2020
      AssetMark Closes on the Acquisition of OBS Financial

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/24/2020
      AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/11/2020
      AssetMark Launches Three New Portfolio Management Solutions

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/6/2020
      AssetMark Moves to Lower-Cost Share Class to Reduce Overall Costs to Financial Advisors and Investors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 12/27/2019
      Prepare your advisory business for market uncertainty

      Chief Client Officer Michael Kim shares four tips to help advisors strengthen their businesses and client relationships as they navigate potential market swings throughout 2020.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions benefitspro | 12/20/2019
      This holiday season, don't overthink corporate giving

      AssetMark Chief Financial Officer Gary Zyla outlines three simple steps to help you rethink the "giving season" to focus on authenticity, meeting charitable donors' and recipients' needs, and ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions the money life | 12/3/2019
      Chief Economist Jason Thomas on Money Life with Chuck Jaffe

      AssetMark Chief Economist Jason Thomas shares his perspective on political cycles and the markets, what trends investors should to pay attention to, and the headlines that can cause them to miss out ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions ria intel | 11/29/2019
      Charles Goldman featured in RIA Intel's The Big Question

      AssetMark President and CEO Charles Goldman shares his thoughts on industry trends, what he focuses on to deliver value, and why he supports education, transparency, and a fiduciary duty.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/26/2019
      Natalie Wolfsen, AssetMark's Chief Solutions Officer, Wins Stevie Award in Female Executive of the Year Category

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 11/25/2019
      How to build your OSJ business and attract and retain advisers

      AssetMark SVP of Strategic Accounts David Pologe highlights a business opportunity for Offices of Supervisory Jurisdiction to grow in an ever-changing, consolidating market.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 11/19/2019
      Empowered female advisers can make a difference

      Chief Solutions Officer Natalie Wolfsen outlines how women can be champions of their careers and the careers of others and how firms can make a difference by instituting formal mentorship and ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/13/2019
      AssetMark's Chicago Office Recognized as Finalist Among Healthiest Employers of Illinois

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 10/10/2019
      AssetMark Recognized as 2019 Bay Area Healthiest Employer Top-Five Finalist

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 10/8/2019
      Helping Clients Avoid the "Big Reveal"

      Clients spend thousands of dollars carefully constructing wills, trusts and estate plans only to put little time and energy into communicating that plan to their heirs and family members. President ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/30/2019
      AssetMark Acquires OBS Financial

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/27/2019
      AssetMark Wins 2019 WealthManagement.com Industry Awards for Turnkey Asset Management Platform Category

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/24/2019
      Investment management outsourcing delivers greater client-service impact

      86% of advisers who outsource investment management agree that it has made them more successful, study says. AssetMark SVP of Strategic Initiatives Matt Matrisian explains how outsourcing can help ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/11/2019
      AssetMark Launches Savos Personal Portfolios

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/5/2019
      AssetMark Receives 2019 Cigna Well-Being Award for the Northern California Region

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/26/2019
      Tamara Bohlig, Chief Marketing Officer at AssetMark, Appointed to Axos Financial's Board of Directors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 08/13/2019
      The Far-Reaching Benefits of a Marketing Plan and How to Create One

      AssetMark Chief Marketing Officer Tamara Bohlig details how to design and implement a well-crafted marketing plan to help you focus your efforts and build your business.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/13/2019
      Investment Management Outsourcing Improves Financial Advisers' Business Performance and Capacity, Reduces Stress, AssetMark Survey Finds

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 06/28/2019
      How Advisors Can Engage With Awareness Month Campaigns and Why They Should

      Awareness months provide great opportunities to reinforce your brand and connect with clients. AssetMark CFO Gary Zyla shares thoughts on how financial advisors can identify and support these ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/17/2019
      Michael Kim, EVP, Chief Client Officer at AssetMark Elected to Invest in Others Charitable Foundation Board of Directors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 06/8/2019
      It Takes a Village: The Value of Collaborative Advisor Communities

      Chief Client Officer Michael Kim discusses how advisors can better serve the complex needs of their clients with professional communities, and how to start building one.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/5/2019
      AssetMark Hosts Inaugural Womens Summit in Chicago, IL

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/28/2019
      AssetMark Holds Second Annual Customer Obsession Week to Celebrate Financial Advisors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/20/2019
      AssetMark Expands Headquarters in Concord, Becoming Fourth Largest Office Renter

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/15/2019
      AssetMark's Phoenix Office Recognized as a 2019 Healthiest Employer in Midsize Firm Category

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions the money life | 05/7/2019
      The Big Interview: Money Life with Chuck Jaffe

      Chief Economist Jason Thomas advises investors to get comfortable in the current market and not wait for the all clear signal as there's always something to worry about. Instead, look through the ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions 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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 04/23/2019
      A New Way to Look at Retirement Income Planning

      Studies show that working-age Americans' retirement savings are woefully underfunded and many investors fear running out of money in retirement. Chief Solutions Officer Natalie Wolfsen offers a fresh ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 04/17/2019
      AssetMark Closes on Acquisition of Global Financial Private Capital

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/4/2019
      AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/26/2019
      AssetMark Integrates Redtail Data to Streamline Client Onboarding

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/5/2019
      AssetMark Launches Guided Income Solutions: A Simple, Automatic Approach to Providing Stable Income Replacement for Clients

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions tlnt.com | 01/12/2019
      What it Takes to Build High Performing Teams

      Discover three critical steps for building teams that help your business thrive. AssetMark Chief Marketing Officer Tamara Bohlig outlines how to develop high-performing teams that drive growth.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 01/8/2019
      Corporate Philanthropy: How Small Advisory Firms Can Create a Big Impact

      AssetMark Chief Financial Officer Gary Zyla explains how financial advisors can create giving programs that resonate with employees, deepen community connections and echo firm values.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 12/14/2018
      Natalie Wolfsen, EVP, Chief Solutions Officer at AssetMark, Elected to Certified Financial Planner Board of Standards' Board of Directors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 12/4/2018
      AssetMark to Open New Office Location in Atlanta

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 11/16/2018
      A Hybrid Approach to Enhancing the Advisor-Investor Dynamic

      Many investors want to access financial advice from a trusted advisor and via digital resources. SVP of Strategic Initiatives Matt Matrisian explains how this approach can help you scale and ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 11/13/2018
      AssetMark Unveils WealthBuilder, a Dynamic Online Investment and Planning Experience, and Updated Investor Portal for Online Account Access

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/19/2018
      AssetMark Wins 2018 WealthManagement.com Industry Award for Corporate Social Responsibility/Diversity Initiatives by Technology Providers

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions planadviser | 09/7/2018
      Retirement Planning for Business Owner Clients

      SVP of Retirement Solutions Cathy Clauson provides a road map for advisors to deliver more value to small business owner clients and their employees by offering retirement planning services.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/7/2018
      AssetMark Recognized as 2018 Bay Area Healthiest Employer Finalist

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/4/2018
      AssetMark Receives Workplace Health Achievement Recognition from the American Heart Association

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 08/30/2018
      Three Revenue-Generating Rules for Creating a Client-Centric Culture of Service

      Operations and service departments are often viewed as cost centers. But Chief Operating Officer Carrie Hansen shows three steps for transforming these departments into a revenue stream.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 08/23/2018
      Eulogy for the DOL Fiduciary Rule

      President and CEO Charles Goldman pays tribute to the Department of Labor (DOL) rule for its impact on our industry, and shares his hope for better investor protection in the future.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/13/2018
      AssetMark Acquires Global Financial Private Capital

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 08/7/2018
      Solidify Client Relationships in Volatile Times by Overcommunicating

      Chief Client Officer Michael Kim explains four simple strategies to help you offset the psychological impact of market volatility and "breaking news" noise on your clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 08/7/2018
      AssetMark Adds New MarketDimensions Model Portfolios to Platform for Financial Advisors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 08/4/2018
      The Importance of Wellness Programs at Financial Services Firms

      Chief Financial Officer and HR Leader Gary Zyla offers three tips for designing a wellness program that resonates with employees and helps distinguish your brand.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 07/19/2018
      Visually Dynamic Tools - How They Benefit Clients and Advisors

      SVP of Strategic Initiatives Matt Matrisian highlights how advisors and investors can both benefit from technology that displays data in visually intuitive and interactive ways.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/19/2018
      AssetMark Launches Enhanced PortfolioEngine Tool

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 05/23/2018
      How OSJs Can Remain Relevant in a Consolidating Industry

      SVP of Strategic Initiatives Matt Matrisian explains why Offices of Supervisory Jurisdiction (OSJs) that cater to the varying needs of advisors have a tremendous opportunity for growth.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions planadviser | 05/22/2018
      DISRUPTION: Matt Matrisian on Outsourcing and Practice Growth

      Discover proven strategies for optimizing efficiency and driving business growth. Matt Matrisian, SVP of Strategic Initiatives, shares tips for navigating an ever-changing industry.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/27/2018
      AssetMark Unveils Updates to American Funds and Parametric Investment Solutions

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions marketwatch | 03/19/2018
      Why Companies and Stock Investors Should Want More Women in Leadership Roles

      AssetMark Chief Solutions Officer Natalie Wolfsen explains why companies need to pay closer attention to the positive impact that gender diversity can have on performance and commit to rooting out ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 03/15/2018
      How to Get on the Recommended List AssetMark

      AssetMark SVP of Investment Strategies, Zoe Brunson, tells FundFire about the teams and processes that help maintain our curated platform, due diligence and investment analysis.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/7/2018
      AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Conference

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/6/2018
      AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/1/2018
      AssetMark Achieves a Record High Net Promoter Score

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions marketwatch | 02/23/2018
      Why the Stock Market's Highs and Lows are Nothing to Fear

      AssetMark Chief Economist Jason Thomas calls "Hogwash" on those who say this bull market has finally reached the end of its golden era. Read on to learn why.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor iq | 02/9/2018
      Why and How to Keep Cybersecurity Top of Mind in 2018

      Chief Information Officer Muk Mehta shares security best practices to help advisors protect the millions of dollars that are entrusted to them.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 02/8/2018
      How to Access the High-Net-Worth Space

      EVP and Chief Client Officer Michael Kim shares three tips for advisors who want to attract and retain high-net-worth investors.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 01/30/2018
      AssetMark Launches Exclusive Global Flexible Strategy from J.P. Morgan

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 01/10/2018
      Three Steps to Disaster Proofing Your Firm

      Natural disasters caused $306 billion in damage to the US in 2017. In his work with affected advisors, AssetMark SVP of Operations Brad Wheeler noted three key steps that could help ensure future ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 12/28/2017
      Defining and Refining Your Business Plan for Success in 2018

      SVP of Strategic Initiatives Matt Matrisian shares three tips to help you make SMART goals, maintain progress toward them and stay motivated throughout the year.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 12/15/2017
      Four Critical Considerations for Marketing to Financial Advisors

      Chief Marketing Officer Tamara Bohlig highlights some important and subtle differences in marketing techniques for those serving financial advisors.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor iq | 12/1/2017
      Deepen Engagement and Build Your Business with Retirement

      AssetMark SVP of Retirement Solutions Cathy Clauson highlights opportunities for advisors serving business owners to make a difference in the lives of their clients' employees by offering ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 11/17/2017
      Helping Millennials Embrace Investment Risk

      AssetMark Chief Solutions Officer Natalie Wolfsen highlights the opportunity for advisors who educate Millennials about the benefits of taking on some risk to grow wealth over the long term.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 11/9/2017
      Top Three Tips to Improve Your Website and Better Communicate Your Value

      AssetMark SVP of Strategic Initiatives Matt Matrisian shares ways you can drive better qualified leads through your website by communicating your value proposition.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 10/26/2017
      AssetMark Recognized Among Illinois' Healthiest Employers

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 10/19/2017
      AssetMark Receives Gold MarCom Award for Marketing and Communications Excellence

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 10/6/2017
      An Advisor's Guide to Mergers and Acquisitions: How To Avoid Buyer's Remorse

      SVP of Strategic Initiatives Matt Matrisian reminds advisors that a successful merger or acquisition requires attention to details both financial and interpersonal.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/28/2017
      AssetMark Recognized by American Heart Association for Workplace Health Achievement

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fa magazine | 09/23/2017
      AssetMark Launches Small Retirement Plan Platform

      SVP of Retirement Solutions Cathy Clauson speaks with Financial Advisor magazine about how our new retirement offering helps advisors serve small- to mid-sized business owners.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wall street journal | 09/13/2017
      Wealth Advisers, Urge SEC to Adopt Universal Best-Interest Standard

      AssetMark president and CEO Charles Goldman rallys advisors to send comments to SEC in support of a single unifying standard.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/12/2017
      AssetMark Recognized as 2017 Bay Area Healthiest Employer

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/9/2017
      AssetMark Launches New Retirement Offering

      AssetMark Retirement Services helps advisors meet all of their clients' retirement needs in a single solution that's simple, flexible and competitive.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 09/9/2017
      How to Market to Financial Advisors

      Senior Vice President and Chief Marketing Officer Tamara Bohlig shares how third-party platforms and service providers can differentiate their businesses and earn the trust of advisors.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/6/2017
      Finding the Right Match When Selling Your Firm: A Checklist

      SVP of Strategic Initiatives Matt Matrisian shares his M&A checklist, plus some key insights for advisors looking to buy or sell a businesses.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 09/6/2017
      AssetMark Launches New Retirement Services Business for Financial Advisors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financial advisor iq | 08/25/2017
      Clients Need a True Picture of Risk in a Bull Market

      Chief Commercialization Officer Natalie Wolfsen speaks to the dangers of overconfidence in the market and the importance of preparing investors for cyclical downturns.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 08/16/2017
      How to Approach Prospective Clients and Expand Your Business in the Year Ahead

      AssetMark SVP of Strategic Initiatives Matt Matrisian shares the little details that can make a big difference in the hearts and minds of clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 08/7/2017
      How to Improve the Client Experience

      How you engage with clients and respond to the nuances of their financial lives can impact their loyalty to you. Matt Matrisian, SVP of Strategic Initiatives, offers some tips.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fa magazine | 08/1/2017
      AssetMark Introduces Business Assessment Tool

      As reviewed in FA Magazine, our new Business Assessment tool helps advisors determine the health of their business and where improvements may be needed.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 07/19/2017
      Clark Capital Management Group Awarded 2017 Strategist of the Year

      Clark Capital Management's Navigator Strategist Solutions wins the Strategist category of the 2017 SMA Manager of the Year awards. CEO Brendan Clark explains how they employ diversification, an ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 07/12/2017
      AssetMark Launches Smarter Account Setup: New Functionality and Enhancements will Cut Down on Administrative Tasks and Increase Advisor Efficiency

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 07/6/2017
      AssetMark Launches Complete Wealth Management Solutions and Resources

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 06/27/2017
      AssetMark Launches Interactive Business Assessment Tool for Advisors; Quickly Shows Estimated Firm Value, Sustainability, Growth Potential, and Transferability

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 06/20/2017
      The Case for a Single Fiduciary Standard Based on the Investment Advisers Act of 1940

      AssetMark CEO Charles Goldman champions the Advisors Act of 1940 as a universal fiduciary standard that could to reduce confusion, better protect investors, and simplify regulatory compliance.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/22/2017
      AssetMark Collaborates with Parametric to Launch Custom Portfolios for High-Net-Worth Investors

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 05/1/2017
      AmeriLife Financial Advisors Selects AssetMark to Provide Agents with Access to Curated Platform of Investment Solutions

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/28/2017
      AssetMark Taps Mukesh (Muk) Mehta as Chief Information Officer

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 02/28/2017
      AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

      Learn More
      assetmark-logo-white
      Security and Privacy Forms and ADV Terms and Conditions

      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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.

      © 2025 Copyright AssetMark, Inc. All rights reserved. 6916884.1 | 02/2025