News & Insights
The Far-Reaching Benefits of a Marketing Plan - and How to Create One
Tamara Bohlig
by Tamara Bohlig
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.    Read Tamara's Article
How Financial Advisors can engage with awareness months Gary Zyla AssetMark

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 campaigns in his latest column.   Read his Column

The Big Interview: Money Life with Chuck Jaffe

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 noise. Hear his perspective on The Money Life with Chuck Jaffe.

Listen to the Podcast
It takes a village Michael Kim Investment News Advisor Communities

It Takes a Village: The Value of Collaborative Advisor Communities  

Investment News

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. Read Michael's Article

Harnessing the Power of CRM Carrie Hansen

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 power of customer relationship management tools. Read Carrie's Column

Featured Videos

Designed to help you get up to speed quickly on industry best practices, these videos highlight our executive team’s thinking on business management, client relationships, investment management excellence and relevant market news and trends.
Featuring: Matt Matrisian
Learn how AssetMark helps advisors build sustainable businesses that maximize growth and optimize operations.
Featuring: Zoe Brunson
Learn about our five-part process that we use to evaluate the investment managers and strategists.
These videos are for informational purposes only and should not be considered a solicitation to invest in certain securities. Individual investors should consult with their financial advisors to determine if the advisory services available through the AssetMark platform are suitable.
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AssetMark Financial Holdings, Inc. through its operating business units is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. AssetMark, Inc., an investment adviser registered with the Securities and Exchange Commission, operates its platform that comprises fully integrated and compelling technology, personalized and scalable service and curated investment platform solutions designed to make a difference in the lives of advisors and their clients.

AssetMark, Inc. has more than $49 billion in assets on its platform as of March 31, 2019 and a history of innovation spanning more than 20 years.

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