We are honored to be recognized as a finalist in the WealthManagement.com Industry Awards for our communications and client service response to COVID-19. We take great pride in helping advisors achieve their businesses goals and the goals of their clients. View our market commentary and resources page.

WealthManagement.com 2020 Industry Awards Finalist

May require a subscription

Looking to Keep Your Clients During A Pandemic?

06/09/2020

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

Leaders Should Look Inwards – to Create Real Change

06/19/2020

Head of Human Resources Esi Minta-Jacobs shares her perspective on how leaders can create a positive workplace cultures and support diversity and inclusion programs.
Read her Commentary

Addressing Social Issues and Racism in the Workplace

06/24/2020

Head of Human Resources Esi Minta-Jacobs explains how bringing people together can address bias and social issues in the workplace.
Read her Commentary

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

06/12/2020

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

View News Archive

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.

Why Business Consulting

Featuring: Matt Matrisian

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

AssetMark Overview

A Foundation Built on Due Diligence

Featuring: Zoe Brunson

Learn about our five-part process that we use to evaluate the investment managers and strategists.

See All Videos

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.

Press Releases

AssetMark Closes on the Acquisition of OBS Financial

03/02/2020

Download PDF

AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

02/24/2020

Download PDF

AssetMark Launches Three New Portfolio Management Solutions

02/11/2020

Download PDF

AssetMark Moves to Lower-Cost Share Class to Reduce Overall Costs to Financial Advisors and Investors

02/06/2020

Download PDF

Natalie Wolfsen, AssetMark’s Chief Solutions Officer, Wins Stevie® Award in Female Executive of the Year Category

11/26/2019

Download PDF

View Press Archive

Tweets by AssetMark

AssetMark

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.