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 AssetMark. The company, which provides technology and asset management services, has been attracting advisors who are increasingly looking to outsource parts of their business. AssetMark had more than 9,000 advisors and $100 billion in assets on its platform at the end of the third quarter. Going forward, AssetMark wants to boost its number of so-called engaged advisors, currently at 3,000, to 5,000 by 2026. The company could also ink more acquisitions under Kim’s leadership.

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