AssetMark Blog

As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer meets their needs. They seek broader diversification, smarter tax strategies, and long-term support to manage…

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…

So, how did the markets really do in the second quarter? And what should you keep an eye on next? Let’s take a closer look beyond the numbers at what drove the markets this quarter.

The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has returned about 6.2% so far this…

As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate closing, clients often need fast, flexible access to liquidity.

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.

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….

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…

We talk a lot about customer obsession, and for good reason. It’s not just a catchphrase. It’s the heartbeat of our business. Putting clients first isn’t optional. It’s essential. But truly living that mindset means more than meeting expectations or creating…