News & Press

Recent Press Releases

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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March 27, 2025 AssetMark Announces Organizational Changes as Adhesion CEO Barrett Ayers Plans to Retire at End of 2025 Michael Kim, in addition to his current role as CEO of AssetMark, will assume the role of President and ...

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March 18, 2025 Introducing Ascent: AssetMark’s New Succession Planning Program for Advisors Ascent provides tailored training, mentorship, and resources to help ensure advisors' business ...

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March 5, 2025 AssetMark Honors Financial Advisors with Community Inspiration Award AssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local ...

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February 11, 2025 AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors The addition reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring ...

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February 4, 2025 AssetMark Appoints Alex Pape as EVP and Chief Technology and Product Officer Pape will oversee AssetMark’s technology productization program, delivering advanced solutions designed ...

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In The News

AssetMark Named #1 Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide

AssetMark has been recognized as the #1 Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide, also ranking #1 in Best Service and Best Advisor Development. This recognition is based on feedback from 350,000 advisors about their experiences with various TAMP platforms. Read More

The Great Opportunity Transfer

AssetMark CEO Michael Kim Discusses how the shifting demographics of Gen Z and millennials are reshaping the wealth management landscape. From personalized investment strategies to tax optimization, Next Gen clients have unique expectations. READ THE STORY

Helping Advisors Embrace the Future of WealthTech

AssetMark is driving the future of wealth management by combining advanced technology with personalized support. In a recent Q&A with Connect Money, Matt Matrisian, Head of Client Growth, shared how the platform empowers financial advisors with efficient tools, tax management solutions, and deep analytics to enhance client relationships and streamline workflows. READ THE STORY

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

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

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

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

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

News & Press Archive

| 03/13/2025

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 ...

News & Press

Recent Press Releases

In The News

AssetMark Named #1 Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide

The Great Opportunity Transfer

Helping Advisors Embrace the Future of WealthTech

AssetMark Collaborates With TIFIN Sage On AI Tools, Model Portfolios

Helping Advisors Tackle Margin Compression

How Private Equity Ownership Will and Won’t Change AssetMark

AssetMark Ascending

3 Key Elements for Successful Succession Planning

News & Press Archive

Gatekeepers Expect Bumper Year for Active Fixed Income Managers

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning

AssetMark Completes Acquisition of Morningstar Wealth’s TAMP Assets

AssetMark Enhances Platform with TIFIN Sage AI Capabilities

AssetMark and Cheetah Deliver a Unified Wealth Management Solution

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

AssetMark Announces 2024 Practice Excellence Award Recipients

AssetMark Signs Definitive Agreement to be Acquired by GTCR

AssetMark Honors Financial Advisors with Community Inspiration Award

3 Key Elements for Successful Succession Planning

Gatekeepers Expect Bumper Year for Active Fixed Income Managers

AssetMark Sees Tech As Key To Success, CEO Says

AssetMark Sees Tech As Key To Success, CEO Says

AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements

AssetMark eyes possibility of becoming 'Tamp aggregator'

AssetMark eyes possibility of becoming 'Tamp aggregator

The more unique, the better, for AssetMark's top gatekeeper

AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients

10 People to Watch in Wealth Management in 2024

Michael Kim Recognized in InvestmentNews' Hot list 2023

Nasdaq TradeTalks: TradeTalks on Market Strategy & Portfolio Management

AssetMark revenue hits all-time high in Q3

AssetMark CEO Kim sets lofty goals on debut earnings call

New AssetMark CEO says TAMP on track for best year in company history, aims to double size in 3 years

AssetMark Hits $99.6 Billion In Platform Assets

AssetMark on the Hunt for Diversified Strategies, Fixed Income

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

Stocks End October With Gains, Post Monthly Losses

In Her Own Words: Supportive husband + great team = Carrie Hansen’s success

AssetMark gatekeeper favors experience over performance for new strategies

AssetMark Names Michael Kim Chief Executive Officer

Are AUM fees heading toward extinction?

AssetMark adds advisors while hitting multiple all-time earnings highs in Q2

As It Attracts More Advisors, AssetMark Notches Record Growth

Carrie Hansen On Five Things You Need To Be A Highly Effective Leader During Uncertain & Turbulent Times

AI Will Heighten Cybersecurity Risks for RIAs

Amid volatility, tech that proves an advisor’s value will thrive

Are you hiring or firing? Advisors and the end of the Great Resignation

AssetMark Launches First Trust Investment Strategies for Financial Advisors

AssetMark Launches First Trust Investment Strategies for Financial Advisors

20 Most Influential Gatekeepers

AssetMark Completes Acquisition of Adhesion Wealth

New SEC Requirements Can Create Opportunities for Advisors

TAMPs race to build comprehensive wealth management platforms

How Advisors Can Attract, and Keep, Wealthy Clients

The Emerging Trends Among HNW Investors

Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen

AssetMark CEO Wolfsen discusses growth plans after earnings beat

Cash revenue helps AssetMark offset market losses for record quarter

Adhesion deal triples addressable RIA market: AssetMark CEO

AssetMark to Acquire $9.5B Adhesion Wealth

AssetMark to buy $9.5bn TAMP Adhesion Wealth

AssetMark Financial expands RIA offering with acquisition of Adhesion Wealth

AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report

What’s America’s favorite TAMP of 2022?

Podcast: What Younger Investors Expect Of Their Financial Advisors

Advisors Happy With Outsourced Investment Management: Survey

Thinking About Outsourcing Investment Management? 5 Considerations.

Advisers struggle to grow new business: AssetMark

A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

AssetMark Deploys Prospecting, Marketing Tools

Advisers see increased opportunity in new fintech tools

AssetMark Launches Marketing Advantage Platform

Financial Planning Week in Review

Tech Roundup: AssetMark Launches Marketing Advantage