Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Author: Jules Lewin
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Amplify Your Voice: 10 Powerful Ways to Be Heard in Finance
What does it really mean to amplify your voice as a woman in finance? That question was front and center at AssetMark’s 2025 Women Advisors Forum, held this June at the iconic Claremont Hotel in Berkeley, California. But this gathering wasn’t just an event—it was a movement, a call…
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Smarter Tax Strategies with Direct Indexing
Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom line.
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The Power of Outsourcing Investment Management for Trust Departments
As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client meetings, regulatory requirements, financial planning, and investment decisions while keeping up with the latest market trends. It's no wonder that many trust departments find…
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Tax Optimization Strategies for a Changing Financial Landscape
In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax optimization isn’t just a strategy; it’s a way to position yourself as the advisor clients rely on to protect and grow their…
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The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts
The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This phenomenon, known as the Great Wealth Transfer or Great Opportunity Transfer, according to Michael Kim, AssetMark CEO, presents…
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Why a Unified Trust and Wealth Management Solution Matters
As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater. Clients expect seamless, personalized services that integrate trust administration with wealth advisory. However, fragmented systems and outdated technology often stand in the way of delivering…
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How to Position Tax Planning as a Value-Added Service for Financial Advisors
Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are one of the most significant factors impacting long-term investment outcomes, yet many clients don’t realize the value of proactive tax strategies. By offering…
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How to Win the Trust Talent Tug-of-War with Technology
In the world of trust and wealth management, growth hinges on two imperatives — securing top talentand leveraging cutting-edge technology.
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The Power of Tax-Loss Harvesting: A Key Tax Optimization Tool
As an advisor, you know firsthand that taxes can consume a significant amount of your client's investment returns and income each year. Acting as their trusted financial guide, your goal is to help them retain as much of their wealth as possible. Tax-loss harvesting presents a resourceful strategy…
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Succession Planning for Financial Advisors: What’s Next?
If you're considering retirement, you may be wondering how you can ensure a smooth transition – and extract maximum value from your business – with best practices on financial advisor succession planning.
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Financial Advisor Branding: How to Build Trust and Attract Clients
As financial advisors, it's easy to get caught up in the day-to-day demands of managing client portfolios and providing sound financial guidance. However, overlooking the value of your business until retirement looms on the horizon could be a costly mistake. Considering the value of your practice early on…
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How To Value Your Book of Business as a Financial Advisor
As financial advisors, it's easy to get caught up in the day-to-day demands of managing client portfolios and providing sound financial guidance. However, overlooking the value of your business until retirement looms on the horizon could be a costly mistake. Considering the value of your practice early on…
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The Ultimate Guide to Financial Advisor Marketing
Research shows that 80% of financial advisors have no defined marketing strategy. Is this a mistake? A missed opportunity for growth?
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AI for Advisors: How To Scale Marketing and Reporting To Unlock Growth
Artificial intelligence (AI) is changing the way many professionals operate—including those in the financial services industry. Embracing the game-changing power of AI for financial advisors is not just a strategic move; it can be a transformative leap. Sure, it’s important to use caution when integrating new technology, but…