News & Insights
DOL crossroads Fiduciary rule
by Charles G. Goldman
CEO Charles Goldman's latest byline in Barron's Advisor Services has a solution to the fiduciary conundrum: implement the Investment Adviser Act of 1940 industry-wide. Read his column

Strategies for Reaching Millennial Investors  


AssetMark’s Matt Matrisian shares tips and strategies for engaging millennial investors who will make up half of the American workforce by 2020. Read the Column


Should the SEC Step in Where the DOL Has Faltered  

Financial Advisor IQ

President & CEO Charles Goldman opines that the SEC has an opportunity to unify the industry and simplify regulations by creating one standard with broader application than the proposed DOL fiduciary rule. Read the Article


For Best Practice Take These Fiduciary Steps Now  

Wall Street Journal

SVP of Strategic Initiatives Matt Matrisian suggests proactive steps advisers can take to smooth a potential transition to a fiduciary model with no disruption to their clients. Read the Article

Jerry Chafkin Chief Investment Officer

Chief Investment Officer Jerry Chafkin Featured on CityWire USA  

CityWire USA

Chief Investment Officer Jerry Chafkin is featured in CityWire magazine. In the interview he discusses his unique perspective on due diligence and how he leads his team’s in-depth analysis. Read the Full Story

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.
Featuring: Matt Matrisian
Learn how AssetMark helps advisors build sustainable businesses that maximize growth and optimize operations.
Our updated Sailing and Rowing video features the same great information, but with a fresher look that incorporates our investment framework, Investing Evolved.
Financial Services
501-1000 Employees
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 $31 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.