AssetMark CEO Charles Goldman champions the Advisors Act of 1940 as a universal fiduciary standard that could to reduce confusion, better protect investors, and simplify regulatory compliance. Read His Byline.

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How to Improve the Client Experience

08/07/2017

How you engage with clients and respond to the nuances of their financial lives can impact their loyalty to you. Matt Matrisian, SVP of Strategic Initiatives, offers some tips. Read his Byline

AssetMark Introduces Business Assessment Tool

08/01/2017

As reviewed in FA Magazine, our new Business Assessment tool helps advisors determine the health of their business and where improvements may be needed. Read the Review

How to Attract and Retain High Net Worth Clients

05/25/2017

SVP of Strategic Initiatives Matt Matrisian highlights three important considerations for advisors targeting high net worth investors. Read His Byline

Parametric Lands Custom Multi Asset Portfolios on $36B Platform

05/24/2017

Chief Commercialization Officer Natalie Wolfsen discusses how AssetMark’s new offering, Parametric Custom Portfolios, helps advisors provide custom solutions for high net worth clients. Read the Article

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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.

Featured Videos

Designed to help you get up to speed quickly on industry best practices, these videos highlight our executive team’s thinking on practice management, client relationships, investment management excellence and relevant market news and trends.

Why Practice Management

Featuring: Matt Matrisian

Learn how AssetMark helps advisors build sustainable businesses that maximize growth and optimize operations.

AssetMark Company Overview

Our Investment Philosophy

Our updated Sailing and Rowing video features the same great information, but with a fresher look that incorporates our investment framework, Investing Evolved.

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Press Releases

AssetMark Launches Smarter Account Setup: New Functionality and Enhancements will Cut Down on Administrative Tasks and Increase Advisor Efficiency

07/12/2017

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AssetMark Launches Complete Wealth Management Solutions and Resources

07/06/2017

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AssetMark Launches Interactive Business Assessment Tool for Advisors; Quickly Shows Estimated Firm Value, Sustainability, Growth Potential, and Transferability

06/27/2017

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AssetMark Collaborates with Parametric to Launch Custom Portfolios for High-Net-Worth Investors

05/22/2017

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AmeriLife® Financial Advisors Selects AssetMark to Provide Agents with Access to Curated Platform of Investment Solutions

05/01/2017

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#NPHNational17 attendees: Learn how to Attract the Affluent by Being So Good They Can’t Ignore You. Tomorrow at 9:50am Bayou E

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#NPHNational17 attendees: Discover how to Attract the Affluent and Be So Good They Can’t Ignore You. 8/21 at 9:50am Bayou E

AssetMark @AssetMark • Aug 20

#NPHNational17 attendees: Discover how to Attract the Affluent and Be So Good They Can’t Ignore You. 8/21 at 9:50am Bayou E

AssetMark @AssetMark • Aug 19

Wondering what to see at #NPHNational17? May we suggest: Attracting the Affluent: Be So Good They Can’t Ignore You. 8/21 at 9:50am Bayou E

AssetMark @AssetMark • Aug 19

Making plans for #NPHNational17? Check out Attracting the Affluent: Be So Good They Can’t Ignore You. 8/21 at 9:50am Bayou E

AssetMark

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AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.

Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor's vision for working with clients and growing their practice.

AssetMark, Inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years.

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.