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 pandemic. Read his Article

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AssetMark Launches Portfolio Management Tech for Video Conferencing

09/23/2020

Client Proposal helps advisors show how portfolios could be constructed with a risk tolerance questionnaire built in, improving client and prospect engagement. Advisers can also interactively review portfolios shared via Zoom or similar applications with PortfolioReview.
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AssetMark Rolls Out Online Assistance for Advisors Going Virtual

08/28/2020

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 Magazine reported.
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AssetMark Introduces eService Team

08/20/2020

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.
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A Critical, Little-Known Corner of Finance Reawakens

07/23/2020

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 and CEO Charles Goldman on the role of TAMPs.
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Press Releases

AssetMark Kicks Off Fall with New Marketing and Investor Education Tools for Financial Advisors

09/30/2020

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AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

09/23/2020

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AssetMark Welcomes Kian Rafia, New Senior Managing Director of Strategic Accounts

09/03/2020

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AssetMark Launches eService Team and Expands Digital Servicing Tools

08/18/2020

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AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology

08/11/2020

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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.

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