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      Recent Press Releases

      AssetMark Honors Financial Advisors with Community Inspiration Award The annual Community Inspiration Award honors advisors who are making a significant impact in their ... Read the Release
      AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements Designed to deliver real-time client and business insights, the Advisor Dashboard enhances efficiencies ... Learn More
      AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients Driven by advisors' strong demand for a top-tier tax management solution, AssetMark developed a ... Read the Release

      In The News

      Think-Advisor-Logo-stacked

      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
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      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 credit upgrades or downgrades as passive managers, said David McNatt, head of investment solutions for AssetMark, a turnkey asset management platform. Read the Story
      FA-Mag-logo

      AssetMark Sees Tech As Key To Success, CEO Says

      “As we work with the younger generation or the next generation of advisors, they’re actually looking at technology and really using technology to play offense with their clients and with developing their own business,” Michael Kim said. “The advisor sees technology and digital solutions as a way to drive client experience.” Read the Story
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      AssetMark eyes possibility of becoming 'Tamp aggregator'

      ‘Given our leadership role within the Tamp space and the scale that we have, as well as the distribution model and the client support function that we’ve built over the years, we are in that driver’s seat to really be the Tamp aggregator in our space,’ AssetMark chief executive Michael Kim told Citywire in a wide-ranging interview. Read the Story

      News & Press Archive

      Assetmark, Inc Wealth Management Technology Solutions press release | 04/1/2024
      AssetMark Honors Financial Advisors with Community Inspiration Award

      The annual Community Inspiration Award honors advisors who are making a significant impact in their communities through dedicated service, by awarding $10,000 to each advisor’s charitable ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions think advisor | 03/19/2024
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions fundfire | 03/13/2024
      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 ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions press release | 03/4/2024
      AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements

      Designed to deliver real-time client and business insights, the Advisor Dashboard enhances efficiencies for advisors and streamlines their workflows.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 02/15/2024
      AssetMark eyes possibility of becoming 'Tamp aggregator'

      The $109.7bn investment outsourcer has M&A on its mind, chief executive Michael Kim told Citywire.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 01/29/2024
      The more unique, the better, for AssetMark's top gatekeeper

      When looking to add a new strategy to her firm’s recommended list, Zoe Brunson, chief investment strategist at AssetMark, believes in the ‘Five Ps’: people, process, philosophies, portfolio ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 01/16/2024
      AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients

      The comprehensive and user-friendly set of solutions helps drive better outcomes on taxable assets through a personalized process that is straightforward and seamless for both advisors and clients.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions barron's | 12/19/2023
      10 People to Watch in Wealth Management in 2024

      When former CEO Natalie Wolfsen left AssetMark Financial Holdings to join Orion, AssetMark turned to President Michael Kim to lead the company. Kim takes the helm amid a period of record growth for ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 12/12/2023
      Michael Kim Recognized in InvestmentNews' Hot list 2023

      AssetMark CEO Michael Kim secures a spot on InvestmentNews' Hot List 2023! This list celebrates the accomplishments of 100 visionary leaders driving transformation across industries with their ...

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      Assetmark, Inc Wealth Management Technology Solutions nasdaq | 12/12/2023
      Nasdaq TradeTalks: TradeTalks on Market Strategy & Portfolio Management

      Join David McNatt, along with industry experts, as they discuss portfolio diversification and allocations for 2024 on Nasdaq TradeTalks.

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 11/9/2023
      AssetMark revenue hits all-time high in Q3

      AssetMark Financial Holdings hit its sixth consecutive quarter of record-breaking results in the third quarter, and it shows no sign of slowing.

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 11/7/2023
      AssetMark CEO Kim sets lofty goals on debut earnings call

      Michael Kim pledged to double the Tamp’s advisor base and return the company to a 10% organic growth rate.

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      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 11/7/2023
      New AssetMark CEO says TAMP on track for best year in company history, aims to double size in 3 years

      AssetMark's quarterly financials tell a familar story of record setting and growing advisor headcounts.

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      Assetmark, Inc Wealth Management Technology Solutions wealth advisor | 11/6/2023
      AssetMark Hits $99.6 Billion In Platform Assets

      “The third quarter was another record quarter for AssetMark, highlighted by all-time highs across many financial and operating metrics. We realized our sixth straight quarter of record adjusted ...

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      Assetmark, Inc Wealth Management Technology Solutions fundfire | 11/6/2023
      AssetMark on the Hunt for Diversified Strategies, Fixed Income

      In a recent interview with FundFire, David McNatt, Executive Vice President of Investment Solutions at AssetMark, discussed the company's focus on adding diversified investment strategies and fixed ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 11/2/2023
      AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

      Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ...

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      Assetmark, Inc Wealth Management Technology Solutions wall street journal | 10/31/2023
      Stocks End October With Gains, Post Monthly Losses

      Christian Chan, chief investment officer at AssetMark, said the firm has been trimming its stock exposure, content to earn the highest yields in years on safe investments.

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      Assetmark, Inc Wealth Management Technology Solutions bizwomen | 09/12/2023
      In Her Own Words: Supportive husband + great team = Carrie Hansen’s success

      People and relationships mean everything to me – both personally and professionally – and it is the depth of those relationships that has propelled my success in business.

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 09/11/2023
      AssetMark gatekeeper favors experience over performance for new strategies

      Zoe Brunson's team at the $103bn manager has made decisions on a pair of new offerings that could launch by the end of the year.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 09/8/2023
      AssetMark Names Michael Kim Chief Executive Officer

      Mr. Kim is a seasoned veteran of the firm with over 25 years of industry experience, 13 of which are at AssetMark. He has a proven track record of driving successful results for the firm and has been ...

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      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 08/3/2023
      AssetMark adds advisors while hitting multiple all-time earnings highs in Q2

      The firm saw its second quarter 2023 net income climb 29.7% to $32.9 million from the $25.3 million it brought in one year before. Overall platform assets and assets from engaged advisors were also ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 08/3/2023
      As It Attracts More Advisors, AssetMark Notches Record Growth

      AssetMark Financial Holdings notched several records for the second quarter, lifted by its ability to attract more financial advisors to its wealth management.

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/11/2023
      Amid volatility, tech that proves an advisor’s value will thrive

      For many, it will mean adopting new tools that allow them to offer services they traditionally eschewed. For example, direct indexing technology, which firms acquired en masse in 2021 and are now ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/10/2023
      Are you hiring or firing? Advisors and the end of the Great Resignation

      Dana Burkhardt, head of business consulting at AssetMark, is seeing less turnover in advisor offices. However, she says firms that haven’t put time and attention toward ensuring they have competitive ...

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      Assetmark, Inc Wealth Management Technology Solutions assetmark | 05/11/2023
      AssetMark Launches First Trust Investment Strategies for Financial Advisors

      Three new strategies added to AssetMark platform better help advisors serve their clients

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      Assetmark, Inc Wealth Management Technology Solutions press release | 05/11/2023
      AssetMark Launches First Trust Investment Strategies for Financial Advisors

      AssetMark adds three First Trust strategies to the platform that span the investment spectrum from core to satellite

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions citywire | 01/4/2023
      20 Most Influential Gatekeepers

      n this inaugural list of the US’s 20 Most Influential Gatekeepers, the teams highlighted allocate a combined $1.21tn to third-party strategies, a huge figure to be directly controlled by a handful of ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 12/15/2022
      AssetMark Completes Acquisition of Adhesion Wealth

      “AssetMark and Adhesion are officially united in pursuit of our shared mission to empower growth-focused advisors to deliver better investor outcomes while successfully growing their practices,” said ...

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      Assetmark, Inc Wealth Management Technology Solutions ria intel | 11/7/2022
      New SEC Requirements Can Create Opportunities for Advisors

      After an 18-month window to implement new requirements, last week marked the deadline for RIAs to fully comply with the U.S. Security and Exchange Commission’s marketing and advertising reforms under ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/26/2022
      TAMPs race to build comprehensive wealth management platforms

      The word “turnkey” means something much different to today’s turnkey asset management providers than it did when the phrase originated in the mid-1990s. While plenty of TAMPs still focus on ...

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      Assetmark, Inc Wealth Management Technology Solutions fa magazine | 09/15/2022
      How Advisors Can Attract, and Keep, Wealthy Clients

      There are growing opportunities for advisors to move into the high-net-worth space, which currently consists of about 22 million millionaires in the U.S., according to a white paper published by ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions advisor perspectives | 09/2/2022
      The Emerging Trends Among HNW Investors

      For HNW clients, it’s not just about investments. It’s about what their money can do for them. Whether it’s leaving a legacy for their grandchildren, sailing around the world, or establishing a ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions wealthtech on deck | 08/9/2022
      Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen

      Advisors are constantly looking for ways to best serve their clients. However, with the fast-paced and ever-changing landscape of the industry, it can be difficult to keep up. Advisors are expected ...

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 08/5/2022
      AssetMark CEO Wolfsen discusses growth plans after earnings beat

      The resilience of turnkey asset management program (TAMP) AssetMark has been put to the test this year, with market volatility drawing down about $10.1bn in client assets under management off its ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 08/4/2022
      Cash revenue helps AssetMark offset market losses for record quarter

      Though total platform assets have decreased $11.4 billion so far in 2022 due to markets, AssetMark still announced record quarterly revenue when it reported its Q2 results on Wednesday. Net revenue ...

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 08/4/2022
      Adhesion deal triples addressable RIA market: AssetMark CEO

      The Adhesion deal lets AssetMark go for even bigger firms, Wolfsen explained. ‘Adhesion’s platform provides a more flexible, modular offering valued by larger RIAs. Simply put, we’ll have expanded ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 06/14/2022
      AssetMark buys $9.5 billion TAMP business from Vestmark

      AssetMark will take ownership of Adhesion, which manages $9.5 billion in client assets, according to its most recently filed Form ADV. AssetMark listed $90.8 billion of assets across its business as ...

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      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 06/14/2022
      AssetMark to Acquire $9.5B Adhesion Wealth

      RIA clients on AssetMark’s platform will gain access to Adhesion’s technology as a result of the deal. Broker/dealer advisors on the AssetMark platform will gain access to a number of services via ...

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 06/13/2022
      AssetMark to buy $9.5bn TAMP Adhesion Wealth

      ‘As advisors accelerate their growth by increasing the services they provide clients, the addition of Adhesion Wealth further strengthens our ability to serve the rapidly expanding RIA market with an ...

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      Assetmark, Inc Wealth Management Technology Solutions seeking alpha | 06/13/2022
      AssetMark Financial expands RIA offering with acquisition of Adhesion Wealth

      The move allows AssetMark (AMK) to expand its existing offering, including personal and direct indexing, tax transition and portfolio administration, as Adhesion's platform enables more than 2.8K ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 06/13/2022
      AssetMark to Buy Adhesion Wealth from Vestmark

      Once combined, AssetMark, which offers outsourced asset management and other services, will have about $100 billion of assets on its platform. Terms for the deal, expected to close in the second half ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 04/25/2022
      AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report

      AssetMark’s newly introduced values-driven investment solutions give advisors the ability to align their clients’ portfolios with their personal values consistent with their overall financial goals

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/18/2022
      What’s America’s favorite TAMP of 2022?

      The competitive landscape for turnkey asset management platforms is heating up after providers landed millions in new assets during the pandemic, when advisers were desperate for any technology that ...

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      Assetmark, Inc Wealth Management Technology Solutions modern financial advisor | 03/17/2022
      Podcast: What Younger Investors Expect Of Their Financial Advisors

      Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She also offers some key strategies for advisors to ...

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 03/16/2022
      Advisors Happy With Outsourced Investment Management: Survey

      Advisors say their main challenges are scaling their business for growth and spending time on business-building activities, such as financial planning with clients, practice management and new ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 03/15/2022
      Thinking About Outsourcing Investment Management? 5 Considerations.

      Outsourcing investment management is a popular option for many advisors. But for those contemplating a switch, there’s a lot to mull over. It’s a big change and can be a difficult decision to make, ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/14/2022
      Advisers struggle to grow new business: AssetMark

      The vast majority of advisers reported having problems finding enough time to focus on business development and client relationships, according to a new study.

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      Assetmark, Inc Wealth Management Technology Solutions ria intel | 02/17/2022
      A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

      Clients of the future will expect more and need more convincing before hiring a wealth manager.

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      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 02/7/2022
      AssetMark Deploys Prospecting, Marketing Tools

      The firm, with its latest tech, is on a mission to become more than just an asset management platform.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 02/4/2022
      Advisers see increased opportunity in new fintech tools

      Financial advisers are still struggling to adapt to new wealth management norms, and are asking fintech companies for new technology to help bridge the gap.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions planadviser | 02/4/2022
      AssetMark Launches Marketing Advantage Platform

      The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 02/4/2022
      Financial Planning Week in Review

      AssetMark, a turnkey asset management company, launched two new pieces of technology for financial advisors this week.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 02/3/2022
      AssetMark Launches Marketing Advantage Platform

      Marketing Advantage empowers advisors to enhance their brand, deepen client relationships and attract new business

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 02/3/2022
      AssetMark launches new digital prospecting, marketing tools

      The third leading TAMP by assets this week announced the launch of two new tools to help advisers find and land new clients.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 01/24/2022
      AssetMark Launches Digital Prospecting Capability for Advisors

      AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/20/2022
      Advisors Are Happy They Outsourced Investment Management: AssetMark Survey

      If you’re thinking of outsourcing investment management, but are still on the fence, consider this: Overall satisfaction with the decision to outsource this key component of wealth management is on ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/6/2022
      Form ADV Mistakes Can Put Advisors in Hot Water: How to Avoid Them

      Form ADV contains multiple parts and there are certain nuances that tend to trip up advisors. Even small mistakes, however, can cause big problems when regulators come calling.

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/4/2022
      Smart Compensation Practices Can Make Wealth Management Hiring Easier. Here’s How

      Barron’s Advisor spoke to several experts who routinely counsel financial advisors about hiring and compensation best practices. Here are their recommendations.

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 01/3/2022
      6 Marketing Tips for Breakaway Brokers

      Marketing is important for advisors at all stages of their career, but it’s especially important for breakaways to start out on the right foot.

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 12/1/2021
      Podcast: Finding your purpose with Natalie Wolfsen

      In this podcast, Christine speaks with Natalie Wolfsen, chief executive at AssetMark, for a discussion about purpose and how women can create meaning in their work while reaching for top C-suite ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 12/1/2021
      Attracting and Keeping Advisor Talent During the Great Resignation

      AssetMark Chief Channel Officer Matt Matrisian shares how the Great Resignation is creating headwinds for financial advisors looking to grow their practices.

      Learn More
      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 11/10/2021
      AssetMark adds $2.8B in assets, reaches record revenue and profit

      After closing a big acquisition and recording its third straight quarter of a record in-flow of assets, AssetMark is seeking to expand further by competing against fellow platforms and RIA ...

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 11/10/2021
      AssetMark eyes small RIAs as assets reach $86.8bn

      On the firm’s Q3 earnings call Tuesday, chief executive Natalie Wolfsen (pictured) said RIAs with less than $500m in assets under management are growing slower than larger firms and ‘need to ...

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      Assetmark, Inc Wealth Management Technology Solutions barron's | 11/10/2021
      AssetMark to Add More Outsourced Services for Advisors

      In the coming months, AssetMark is planning to offer additional outsourcing services related to marketing, administration, and tax-planning.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 10/18/2021
      AssetMark CEO Natalie Wolfsen Recognized in San Francisco Business Times’ Most Influential Women in Business of 2021

      AssetMark CEO Natalie Wolfsen has been honored by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business of 2021. The award honors leaders that exemplify ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 10/6/2021
      Three Questions with Michael Raneri, Chief Digital Innovation Officer at AssetMark

      Technology is leading the industry into innovation and long-awaited change. Michael Raneri of AssetMark answers how it’s evolving to better fit advisor needs and focus on clients.

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      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 09/25/2021
      Knights of Columbus RIA Builds More Ties Between Faith and Wealth

      The Knights of Columbus Asset Advisors and wealth management technology vendor AssetMark are starting out with about 125 investment advisor representatives managing more than $30 million after a soft ...

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      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/23/2021
      AssetMark Launches PEP

      AssetMark PEP is a 401(k) plan the company said allows business owners to pool their retirement assets with those of other employers and to outsource the fiduciary and operational duties involved in ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/21/2021
      Three Questions with Matt Matrisian, Chief Channel Officer at AssetMark

      Advisory firms that are expanding often focus on hiring more people, but Matt Matrisian of AssetMark argues that they should also be assessing their systems and processes to deal with issues of scale ...

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      Assetmark, Inc Wealth Management Technology Solutions 401k specialist | 09/20/2021
      AssetMark Launches Pooled Employer Plan for SMB market

      “The professionally managed investments and cost-saving advantages of a PEP allow small businesses to help their employees access the benefits of a tax-advantaged retirement plan,” said AssetMark ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/20/2021
      AssetMark Launched Pooled Employer Plan

      The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets

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      Assetmark, Inc Wealth Management Technology Solutions riabiz | 09/14/2021
      AssetMark Widens Offensive on Envestnet by Creating SMA Mini-Market

      The Concord, Calif., TAMP is rebooting an SMA program mothballed in 2017 to go upmarket by meeting the needs of advisors who compete for investors with hyper-portfolio customization. The original ...

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      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 09/9/2021
      AssetMark Wins WealthManagement.com 2021 Wealthies Industry Award

      AssetMark wins for best Portfolio Management, Accounting and Performance Reporting under the Technology Providers category for its its PortfolioReview tool that launched in August 2020 to assist ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 09/8/2021
      AssetMark Adds a Dozen SMAs to the Platform

      In an age when client experience is king, platform providers are working to help advisers face the growing demand from clients to access diversified investments and personalized portfolio strategies.

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      Assetmark, Inc Wealth Management Technology Solutions fundfire | 09/8/2021
      AssetMark Bulks Up SMA Menu

      [Subscription Required] Due to the increasingly complex needs of those clients and their growing wealth, advisors are looking for “flexibility” to provide tailored portfolios, according to the ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 09/7/2021
      AssetMark Launches Suite of Separately Managed Accounts

      AssetMark SMA Suite empowers advisors to meet the changing needs of their clients

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      Assetmark, Inc Wealth Management Technology Solutions thinkadvisor | 09/7/2021
      AssetMark Adds SMAs to Advisor Platform

      Included in the new suite are 12 SMAs from 10 investment managers, “many of whom are new” to the AssetMark platform, including Acadian, Edge, Hartford and Logan, according to AssetMark.

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      Assetmark, Inc Wealth Management Technology Solutions fundfire | 08/16/2021
      Model Portfolio Managers Face Tougher Competition as New Entrants Flood Market

      Chief Investment Strategist Zoe Brunson shares her perspectives on recent research covering model portfolio use.

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      Assetmark, Inc Wealth Management Technology Solutions financialplanning | 08/2/2021
      AssetMark Looks to Acquire More Technology After Impressive Earnings Report

      AssetMark revealed plans last week to build on an impressive earnings quarter by continuing to be an active acquirer of financial advisor technology.

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 07/29/2021
      Reg BI Helps Give AssetMark Record Flows

      The turnkey asset management program provider is reaping the benefits as advisors move away from commission-based relationships.

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 07/29/2021
      AssetMark Posts $84 billion in AUM under new CEO

      AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 06/7/2021
      AssetMark Names David McNatt Executive Vice President, Head of Investment Solutions

      McNatt will lead the company’s center of excellence for investment solutions and experience

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      Assetmark, Inc Wealth Management Technology Solutions forbes | 06/4/2021
      A Data-Driven Path To Financial Wellness

      Chief Digital Innovation Officer Michael Raneri shares how data is increasingly driving our digital interactions — influencing the search results that fall above the line, ads that are relevant to a ...

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 05/19/2021
      Advisers, Shoot for $100 Million in AUM Before Going Indie

      Matt Matrisian, Senior Vice President with AssetMark noted that $100 million in assets under management is an industry watermark of sorts. A typical 1% fee means that adviser is generating $1 million ...

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      Assetmark, Inc Wealth Management Technology Solutions citywire | 05/5/2021
      AssetMark Eyes RIAs and M&A as Fee Compression Bites

      CEO Natalie Wolfsen shares how AssetMark's services and benefits really resonate with what RIAs need, especially smaller and emerging RIAs.

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      Assetmark, Inc Wealth Management Technology Solutions press release | 05/3/2021
      AssetMark Institutional to Host RIA Summit Providing Deep Dive into RIA Business Models May 25-26

      Two-day summit will feature guest speakers including Shark Tank’s Kevin O’Leary and Nerd's Eye View Publisher Michael Kitces

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      Assetmark, Inc Wealth Management Technology Solutions press release | 04/27/2021
      AssetMark Launches Alternative Investments by iCapital Network®

      Latest AssetMark offering builds on company’s commitment to helping financial advisors attract and serve high-net-worth clients

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      Assetmark, Inc Wealth Management Technology Solutions press release | 04/20/2021
      AssetMark Wins Stevie® Award for Customer Service

      The Stevie Awards for Sales & Customer Service recognize the achievements of contact center, customer service, business development, and sales professionals worldwide

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      Assetmark, Inc Wealth Management Technology Solutions press release | 04/13/2021
      AssetMark Releases 2020 Charitable Giving Report and Honors Financial Advisors with Community Inspiration Award

      Company donates $464,333 in 2020 through charitable giving programs, Including contributions made on behalf of advisors who give back to their communities

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      Assetmark, Inc Wealth Management Technology Solutions press release | 04/6/2021
      AssetMark Survey: Fancy Cup of Joe Will be First to Go Say Retirement-Minded Americans

      In this second installment, AssetMark discovered Americans are generally realistic and willing to be flexible when it comes to their retirement expectations with 63% of those on track to retire ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 03/16/2021
      AssetMark Gathers Leading Financial Advisors for Exclusive Gold Forum Event

      Matthew McConaughey, Doris Kearns Goodwin, Kevin O’Leary, and Ben Nemtin Among Special Keynotes Discussing Growth, Leadership and Resiliency

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      Assetmark, Inc Wealth Management Technology Solutions press release | 03/10/2021
      AssetMark Introduces New Channel to Help RIAs Achieve Scale

      AssetMark Institutional Serves the Unique Needs of Registered Investment Advisors, Helping to Drive Growth and Efficiency

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      Assetmark, Inc Wealth Management Technology Solutions investmentnews | 03/3/2021
      6 Ways to Show Clients You Care

      The holidays may be over, but Chief Channel Officer Matt Matrisian explains that there’s never a bad time to send clients something thoughtful to let them know you’re thinking of them. In fact, it’s ...

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      Assetmark, Inc Wealth Management Technology Solutions press release | 02/23/2021
      AssetMark Names Natalie Wolfsen Chief Executive Officer Michael Kim Appointed President

      AssetMark Financial Holdings, Inc. Board of Directors has named Natalie Wolfsen as the company’s new Chief Executive Officer and Michael Kim as its new President.

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      Assetmark, Inc Wealth Management Technology Solutions advisor perspectives | 01/20/2021
      A 2021 Cybersecurity Checklist

      Take steps to keep client data secure and reinforce best business practices to shore up data defenses. Chief Operations Officer Carrie Hansen shares her tips.

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      Assetmark, Inc Wealth Management Technology Solutions assetmark | 01/19/2021
      AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

      While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing ...

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      AssetMark Survey: Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing

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      AssetMark's Natalie Wolfsen and Carrie Hansen Win Silver Stevie Awards

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      Americans of Modest Means View Financial Advice as Luxury Service

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      Growing RIAs Aren't Bluffing. Clients Feel Let Down and Want New Advisors.

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      AssetMark Expands Digital Servicing Tools

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      AssetMark Kicks Off Fall with New Marketing and Investor Education Tools for Financial Advisors

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      AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

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      AssetMark Welcomes Kian Rafia, New Senior Managing Director of Strategic Accounts

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      AssetMark Introduces eService Team

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      AssetMark Launches eService Team and Expands Digital Servicing Tools

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      AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology

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      A Critical, Little-Known Corner of Finance Reawakens

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      One Year Since AssetMark's IPO: A Look at the TAMP's Growth

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      IRS Guidelines Expand 401(k) Borrowing Under CARES Act

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      Three Ways to Keep Retirement Plans on Track During the Pandemic

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      Leaders Should Look Inwards to Create Real Change

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      Assetmark, Inc Wealth Management Technology Solutions yahoo! money | 06/12/2020
      Almost a Third of Americans Say They May Never Retire Because of Coronavirus Hardships

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      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 06/9/2020
      Everywhere You Look Under Surging Stocks Is Fervid Retail Buying

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      Looking to Keep Your Clients During A Pandemic?

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      How to Mitigate 'Reboarding' Risks as Workplaces Reopen

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      AssetMark's Thomas: Long Term, Equities Remain the Best Place to Invest

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      Stock Market's Winners Hint at Gloom Rather Than Quick Comeback

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      Dow ends 500 points lower after Fed's Powell says pandemic's hit to economy is worst since World War II

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      Assetmark, Inc Wealth Management Technology Solutions advisorhub | 05/8/2020
      SEC's New Reg BI Care Standard Challenges Asset Management Platforms

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      The Main Street Faces of the Fierce Rebound in Stocks

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      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/28/2020
      Chief Economist Jason Thomas on Reactions to Earnings Announcements

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      Assetmark, Inc Wealth Management Technology Solutions business insider | 04/23/2020
      US weekly jobless claims hit 4.4 million, bringing the 5-week total to more than 26 million

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      Assetmark, Inc Wealth Management Technology Solutions bloomberg | 04/17/2020
      Chief Economist Jason Thomas on Reactions to Earnings Announcements

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      Assetmark, Inc Wealth Management Technology Solutions cnbc | 04/17/2020
      Chief Solutions Officer Natalie Wolfsen Details How Effective Financial Advisors Communicate in a Crisis

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      Chief Economist Jason Thomas on COVID-19's Economic Impact

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      Charles Goldman on Leading through a Crisis

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      Chief Operating Officer Carrie Hansen on Serving Advisors Through a Crisis

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      Chief Economist Jason Thomas Provides Economic Insights on Bloomberg

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      AssetMark Closes on the Acquisition of OBS Financial

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

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      AssetMark Launches Three New Portfolio Management Solutions

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

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      Assetmark, Inc Wealth Management Technology Solutions benefitspro | 12/20/2019
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      Chief Economist Jason Thomas on Money Life with Chuck Jaffe

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      Assetmark, Inc Wealth Management Technology Solutions ria intel | 11/29/2019
      Charles Goldman featured in RIA Intel's The Big Question

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

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      AssetMark's Chicago Office Recognized as Finalist Among Healthiest Employers of Illinois

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      AssetMark Recognized as 2019 Bay Area Healthiest Employer Top-Five Finalist

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      Helping Clients Avoid the "Big Reveal"

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      AssetMark Acquires OBS Financial

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      AssetMark Wins 2019 WealthManagement.com Industry Awards for Turnkey Asset Management Platform Category

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      AssetMark Launches Savos Personal Portfolios

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      AssetMark Receives 2019 Cigna Well-Being Award for the Northern California Region

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      Tamara Bohlig, Chief Marketing Officer at AssetMark, Appointed to Axos Financial's Board of Directors

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      The Far-Reaching Benefits of a Marketing Plan and How to Create One

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      Investment Management Outsourcing Improves Financial Advisers' Business Performance and Capacity, Reduces Stress, AssetMark Survey Finds

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      How Advisors Can Engage With Awareness Month Campaigns and Why They Should

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      Michael Kim, EVP, Chief Client Officer at AssetMark Elected to Invest in Others Charitable Foundation Board of Directors

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      It Takes a Village: The Value of Collaborative Advisor Communities

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      AssetMark Hosts Inaugural Womens Summit in Chicago, IL

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      AssetMark Holds Second Annual Customer Obsession Week to Celebrate Financial Advisors

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      AssetMark Expands Headquarters in Concord, Becoming Fourth Largest Office Renter

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      AssetMark's Phoenix Office Recognized as a 2019 Healthiest Employer in Midsize Firm Category

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      The Big Interview: Money Life with Chuck Jaffe

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      Harnessing the Power of Customer Relationship Management Tools

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      A New Way to Look at Retirement Income Planning

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      AssetMark Closes on Acquisition of Global Financial Private Capital

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

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      AssetMark Integrates Redtail Data to Streamline Client Onboarding

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      AssetMark Launches Guided Income Solutions: A Simple, Automatic Approach to Providing Stable Income Replacement for Clients

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      What it Takes to Build High Performing Teams

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      Corporate Philanthropy: How Small Advisory Firms Can Create a Big Impact

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      Natalie Wolfsen, EVP, Chief Solutions Officer at AssetMark, Elected to Certified Financial Planner Board of Standards' Board of Directors

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      AssetMark to Open New Office Location in Atlanta

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      AssetMark Unveils WealthBuilder, a Dynamic Online Investment and Planning Experience, and Updated Investor Portal for Online Account Access

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      AssetMark Wins 2018 WealthManagement.com Industry Award for Corporate Social Responsibility/Diversity Initiatives by Technology Providers

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      AssetMark Recognized as 2018 Bay Area Healthiest Employer Finalist

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      AssetMark Receives Workplace Health Achievement Recognition from the American Heart Association

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      Three Revenue-Generating Rules for Creating a Client-Centric Culture of Service

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      Eulogy for the DOL Fiduciary Rule

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      AssetMark Acquires Global Financial Private Capital

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      AssetMark Adds New MarketDimensions Model Portfolios to Platform for Financial Advisors

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      The Importance of Wellness Programs at Financial Services Firms

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      Visually Dynamic Tools - How They Benefit Clients and Advisors

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      AssetMark Launches Enhanced PortfolioEngine Tool

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      How OSJs Can Remain Relevant in a Consolidating Industry

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      DISRUPTION: Matt Matrisian on Outsourcing and Practice Growth

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      AssetMark Unveils Updates to American Funds and Parametric Investment Solutions

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      Why Companies and Stock Investors Should Want More Women in Leadership Roles

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

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      AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor

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      AssetMark Achieves a Record High Net Promoter Score

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      Why the Stock Market's Highs and Lows are Nothing to Fear

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      Why and How to Keep Cybersecurity Top of Mind in 2018

      Chief Information Officer Muk Mehta shares security best practices to help advisors protect the millions of dollars that are entrusted to them.

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      How to Access the High-Net-Worth Space

      EVP and Chief Client Officer Michael Kim shares three tips for advisors who want to attract and retain high-net-worth investors.

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      AssetMark Launches Exclusive Global Flexible Strategy from J.P. Morgan

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      Three Steps to Disaster Proofing Your Firm

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      Defining and Refining Your Business Plan for Success in 2018

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      Four Critical Considerations for Marketing to Financial Advisors

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      Deepen Engagement and Build Your Business with Retirement

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      Helping Millennials Embrace Investment Risk

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      Assetmark, Inc Wealth Management Technology Solutions wealthmanagement.com | 11/9/2017
      Top Three Tips to Improve Your Website and Better Communicate Your Value

      AssetMark SVP of Strategic Initiatives Matt Matrisian shares ways you can drive better qualified leads through your website by communicating your value proposition.

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      AssetMark Recognized Among Illinois' Healthiest Employers

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      AssetMark Receives Gold MarCom Award for Marketing and Communications Excellence

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      AssetMark Recognized by American Heart Association for Workplace Health Achievement

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      Wealth Advisers, Urge SEC to Adopt Universal Best-Interest Standard

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      AssetMark Recognized as 2017 Bay Area Healthiest Employer

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      AssetMark Launches New Retirement Offering

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      Finding the Right Match When Selling Your Firm: A Checklist

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      AssetMark Launches New Retirement Services Business for Financial Advisors

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      Clients Need a True Picture of Risk in a Bull Market

      Chief Commercialization Officer Natalie Wolfsen speaks to the dangers of overconfidence in the market and the importance of preparing investors for cyclical downturns.

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      How to Approach Prospective Clients and Expand Your Business in the Year Ahead

      AssetMark SVP of Strategic Initiatives Matt Matrisian shares the little details that can make a big difference in the hearts and minds of clients.

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      AssetMark Introduces Business Assessment Tool

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      Clark Capital Management Group Awarded 2017 Strategist of the Year

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      AssetMark Launches Complete Wealth Management Solutions and Resources

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      The Case for a Single Fiduciary Standard Based on the Investment Advisers Act of 1940

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      AssetMark Taps Mukesh (Muk) Mehta as Chief Information Officer

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