AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
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This Thanksgiving season, we reflect on the gratitude, inspiration, and dedication that define our community. Thank you to Lou Maiuri, Chairman and Group CEO of AssetMark, for sharing these heartfelt reflections. We’re proud to support our advisors, partners, and employees who make a meaningful difference every day.
Gratitude, Reflection and Inspiration this Thanksgiving.
As Republicans digest their election day successes, we expect their consumer sentiment levels to improve, potentially unleashing the “animal spirits” that have been absent in this recovery so far. Don’t miss AssetMark CIO Christian Chan’s timely insights. https://bit.ly/40RLOPM #investments #financialadvisors #AssetMark
Exciting news! AssetMark’s collaboration with TIFIN Sage brings advanced AI capabilities to our platform, enabling advisors to deliver highly personalized portfolios with greater efficiency. Together, we're empowering advisors to scale and enhance client outcomes. Learn more: https://bit.ly/3B0OIqH #WealthManagement #AI #AdvisorSolutions #AssetMark #TIFINSage
At Citywire’s due diligence retreat, AssetMark’s Rob Walters shared his outlook on the market's future, emphasizing that while growth may be more tempered than in recent years, strong buying pressures should help sustain prices. On interest rates, Walters expects the Fed will take a cautious approach, with room for another adjustment this year. Read more: https://bit.ly/4fB6hNg #AssetMark
AssetMark's EVP, David McNatt, CFA, joined family and colleagues at the 2024 Cycle of Hope in Dublin, CA - a Bay Area charity cycling event benefiting Habitat for Humanity East Bay/Silicon Valley. Cycle of Hope brings hundreds of cyclists, volunteers, and fundraisers together to raise awareness and funds for Habitat's mission to build homes, communities, and hope in a whole new way. ???? AssetMark was honored to return as a sponsor for the fifth consecutive year, supporting this impactful event! #AssetMark #CycleOfHope #TogetherWeRide #BikeToBuildHomes #HabitatForHumanity
Meeting year-end donation deadlines doesn’t have to be a last-minute scramble. With #AssetMark Charitable Donor-Advised Funds (DAF), powered by TIFIN Give, clients can access tax-smart ways to make charitable donations early and avoid the giving season rush. Talk to a DAF specialist to learn how AssetMark Charitable’s streamlined digital DAF may work for your clients. https://bit.ly/4ewq53b #DonorAdvisedFunds
Cheers To 20 Years! AssetMark Chairman Lou Maiuri and Robert Michaud, CIO of New Frontier Advisors, came together to celebrate an incredible milestone: 20 years of New Frontier on the AssetMark platform! Here's to two decades of collaboration, innovation and shared success. #NewFrontierAdvisors #AssetMark #20YearAnniversary #CheersTo20Years
AI in wealth management holds great potential, but advisors should proceed with caution," says AssetMark’s Head of Client Growth Matt Matrisian, MBA, for Financial Planning. While AI tools are helpful for client communications and operational efficiencies, bold claims about market-beating capabilities warrant a closer look. Read more about how industry experts are approaching AI in portfolio management: https://lnkd.in/gCdhkNFX #AssetMark #AI
Wrapping up an incredible time at The Hunt, Cheetah’s ‘24 Client Conference in Nashville! Our AssetMark team joined trust and wealth management professionals nationwide for inspiring sessions, networking, and trust and wealth management insights. Thank you, Cheetah, for hosting such an impactful event, until next time! #AssetMark #TheHunt2024 #Nashville
Don’t let market gains turn into tax pains! In this edition of On The Mark, #AssetMark Deputy Chief Investment Strategist Kezia Samuel, CFA, CAIA, examines how tax-loss harvesting can be an effective strategy to reduce your tax burden. https://bit.ly/3YP67uy