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    Recent Press Releases

    September 9, 2025 AssetMark Appoints Alyson Tucci as Senior Vice President, Corporate Strategy & Corporate Development Alyson Tucci will join AssetMark as Senior Vice President of Corporate Strategy & Corporate Development, ...
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    September 2, 2025 Frontier Bank Elevates Trust Operations with AssetMark and Cheetah’s Integrated Platform AssetMark and Cheetah announced today that Frontier Bank has adopted their integrated platform to ...
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    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 ...
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    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 ...
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    July 24, 2025 AssetMark Announces Strategic Expansion into Private Markets AssetMark announced its upcoming expansion into alternative asset classes, with new capabilities ...
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    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 ...
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    In The News

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    AssetMark's New RIA Chief Takes the Fight to Fee Compression

    October 6, 2025

    Phill Rogerson, who joined AssetMark in July as the firm’s new RIA channel head, sees expanding client services as a mechanism advisors are successfully using to fight fee compression as the rest of the industry gets squeezed.
    read the story
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    I'm a Financial Planner: Here's How to Invest Like the Wealthy, Even if You Don't Have Millions

    October 5, 2025

    Erin Wood explains how private market investments have become more accessible to individual investors, thanks to regulatory changes and new investment structures.
    Read the Story
    Kiplinger

    10 Ways to Stay Safe From Grandparent Scams and Other Fraud, Courtesy of a Financial Planner

    September 4, 2025

    Scams are increasingly hard to detect, and anyone can be fooled, from older people to educated professionals. Here are 10 ways to avoid becoming a victim.
    Read the Story
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    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
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    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.
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    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.
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    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.
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    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.
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    The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

    June 27, 2025

    AssetMark CEO Michael Kim joins the WealthStack Podcast to discuss how AssetMark is simplifying access to private markets for advisors through curated solutions and dedicated support.
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    4 Pro Tips for Funding and Using 529 Plans

    May 28, 2025

    From front-loading contributions to aligning education savings with broader financial goals, this piece offers practical strategies for making the most of 529 plans.
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    Why Advisors Must Be Private Market Gatekeepers

    May 16, 2025

    As private investments become more accessible, advisors play a critical role in helping clients understand the risks, opportunities, and suitability of these strategies. This article explores how to navigate that responsibility with care.
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    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

    News & Press Archive

    Assetmark, Inc Wealth Management Technology Solutions news article | 10/6/2025
    AssetMark's New RIA Chief Takes the Fight to Fee Compression

    Phill Rogerson, who joined AssetMark in July as the firm’s new RIA channel head, sees expanding client services as a mechanism advisors are successfully using to fight fee compression as the rest of ...

    Learn More
    Assetmark, Inc Wealth Management Technology Solutions news article | 10/5/2025
    I'm a Financial Planner: Here's How to Invest Like the Wealthy, Even if You Don't Have Millions

    Erin Wood explains how private market investments have become more accessible to individual investors, thanks to regulatory changes and new investment structures.

    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 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 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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