News & Insights
Michael Kim
by Michael Kim
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

AssetMark Launches Portfolio Management Tech for Video Conferencing  


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  

Financial Advisor

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  


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  

RIA Intel

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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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.

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