News & Insights
Carrie Hansen
by Carrie E. Hansen
Financial Advisor
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.
Read her Article

Almost a Third of Americans Say They May Never Retire Because of Coronavirus Hardships  

Yahoo! Money

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.
Read her Commentary

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.
Read his Commentary

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.
Read her Commentary

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.

Money Life Podcast

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.
LinkedIn banner
Financial Services
501-1000 Employees
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's social media posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices. AssetMark's social media programs may follow others and/or share, link to, or "like" third-party content or the content of other social media users. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view.

We collect your information when you visit this website. For more information, view our privacy page. I Understand