We’re halfway through the year, and ‘School’s Out for Summer,’ a time when summer vacations are top of mind, and we’re planning for an upcoming trip. Summer also allows us the opportunity to review client portfolios and ensure they are balanced and have sufficient ballast. Read Zoe Brunson’s latest commentary on actionable ideas for your clients. https://bit.ly/46aZUfA #investments #financialadvisors #AssetMark
AssetMark
Financial Services
Concord, California 17,336 followers
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About us
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.
- Website
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https://www.assetmark.com/
External link for AssetMark
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Concord, California
- Type
- Public Company
Locations
Employees at AssetMark
Updates
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🌟 Discover the true value of your financial advisory practice with our latest blog post! Whether you're planning for the future or aiming to enhance your business's worth, understanding your practice's value is crucial. Our blog covers: ✅ Strategies to assess and help improve practice valuation ✅ Insights into financial advisor practice valuation calculators ✅ Key factors influencing your book of business value ✅ Practical tips to help maximize practice valuation https://lnkd.in/gaY5a7Sj #FinancialAdvisors #PracticeValuation #BusinessStrategy
How To Value Your Book of Business as a Financial Advisor
assetmark.com
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Twelve pawsome volunteers from the #AssetMark Phoenix office made a difference to the fur buddies at Arizona Small Dog Rescue! 🐾 Our team helped clean and organize the rescue and were rewarded with lots of furry hugs and cuddles. Thank you to everyone who participated! #volunteering #giveback #community #rescue #rescuedogs #dogs #azsdr #arizonasmalldogrescue
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We are proud to recognize Maggie Roche, Roche Financial, one of our Community Inspiration Award honorees, for her unwavering support of the Susquehanna Health Foundation, the philanthropic arm of UPMC Hillman Cancer Center in Pittsburgh, PA. Maggie's dedication to cancer care and research is transforming lives and inspiring hope. UPMC Hillman Cancer Center is committed to providing top-notch clinical care, pioneering cutting-edge research, and educating the next generation of cancer researchers and physicians. Join us in celebrating Maggie and her incredible contributions! 💛 https://lnkd.in/gfdBDk_t #CancerResearch #UPMCHillman #Inspiration #CommunityHeroes
AssetMark Community Inspiration Awards - Maggie Roche and UPMC Hillman Cancer Center
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Given that the economy is slowly slowing, which investment strategies should your clients currently focus on? Read Christian Chan’s latest commentary to get his full outlook on the market. https://bit.ly/3xJGWAa #investments #financialadvisors #AssetMark
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AssetMark offices are making a difference in the communities where we live and work during our Season of Service. The Concord Office Controllership Team saddled up at the Angels for Minis Miniature Horse Rescue, landscaping, building and finding time to meet the residents. #AssetMark #volunteering #giveback #community #socialimpact
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Take 2 minutes to hear #AssetMark CIO Christian Chan address questions on the slowing pace of inflation, and why we haven’t had a recession yet. https://bit.ly/3VZlkYA?
2-Minute CIO Update: Q&A with Christian Chan (July 2024)
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Thank you to all of our team members across the country who showed their support for each other and our shared mental health by taking a walk together during Mental Health Awareness Month. A ten-minute walking break can help build our mental health toolkit and reduce stress. #AssetMark is proud to donate $5,000 to NAMI, the National Alliance on Mental Illness, one of the nation’s leading voices on mental health, with a mission to provide advocacy, education, support, and public awareness so that all individuals and families affected by mental illness can build better lives. #TakeAMentalHealthMoment #mentalhealthawarenessmonth #namiwalk #selfcare #mentalhealthmatters #NAMI
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Did you know 80% of financial advisors lack a defined marketing strategy? See why marketing matters, common challenges, and key strategies to help grow your practice, including: • Why marketing is crucial for advisors • Overcoming common hurdles • Essential strategies & more! Equip yourself with the tools to help attract clients and maximize your practice's value. Start your marketing journey today! https://bit.ly/3WcKTqa #FinancialAdvisor #MarketingStrategy #BusinessGrowth #FinanceTips
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We were honored to have Nate Rhoton, CEO of one•n•ten, speak to the AssetMark team as part of our #PrideMonth celebration. Nate shared invaluable insights about his organization and the impact of intersectionality within the LGBTQIA+ community. 🏳️🌈 one•n•ten is a non-profit dedicated to serving and assisting LGBTQIA+ youth and young adults through programs that foster self-expression, leadership development, and healthy life choices. We were inspired by Nate's discussion of the unique needs of the LGBTQIA+ community and the incredible work one•n•ten does to create authentic connections and opportunities for its members. Thank you, Nate, for your authenticity and for sharing the work of one•n•ten! At #AssetMark, we proudly support our LGBTQIA+ team members, clients, colleagues, and communities. #Inclusion #Diversity #CommunitySupport
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