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    Recent Press Releases

    AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning Wood will spearhead the development and introduction of AssetMark’s advanced planning offering.
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    AssetMark Completes Acquisition of Morningstar Wealth’s TAMP Assets This suite of investment solutions added to the Assetmark platform helps advisors serve their clients.
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    AssetMark Enhances Platform with TIFIN Sage AI Capabilities AssetMark collaborates with TIFIN Sage to integrate AI-driven technology into its platform, empowering ...
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    AssetMark and Cheetah Deliver a Unified Wealth Management Solution Since joining forces, they have delivered a unified wealth management solution that is driving growth, ...
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    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.
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    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 ...
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    In The News

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    AssetMark Collaborates With TIFIN Sage On AI Tools, Model Portfolios

    AssetMark is teaming up with TIFIN Sage to integrate AI-powered tools and model portfolios into its platform, enhancing the way financial advisors deliver personalized investment services. This collaboration is a game-changer for improving efficiency and client outcomes, as noted by AssetMark’s Zoe Brunson. READ THE STORY
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    Helping Advisors Tackle Margin Compression

    As the financial landscape evolves, advisors face growing pressure to deliver more services without increasing fees. Matthew Matrisian, Head of Client Growth at AssetMark, explores how advisors can navigate margin compression by scaling their businesses, meeting rising client expectations, and building sustainable, transferable models. With nearly 60% of RIA assets managed by advisors aged 55 and older, preparing for the future has never been more critical. Read The Story
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    How Private Equity Ownership Will and Won’t Change AssetMark

    AssetMark’s acquisition by private equity firm GTCR marks a new chapter, bringing fresh resources to strengthen the platform while maintaining its core mission. As President and CEO Michael Kim explains, the focus remains on empowering advisors to scale their practices and serve clients more efficiently. With the wealth management industry shifting due to trends like the ‘Great Wealth Transfer,’ AssetMark’s leadership sees fierce competition ahead but also immense opportunity for those embracing innovation and growth. Read The Story
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    AssetMark Ascending

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

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

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

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

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

    News & Press Archive

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

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

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    Assetmark, Inc Wealth Management Technology Solutions 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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    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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