It’s been a wonderful Wealth Management Executive Forum in Boulder this week. Senior home office executives had a prime opportunity to network, debate current industry challenges, and absorb key insights on AI, practice management, and even AssetMark’s future. Everyone also posed for a wonderful group photo that will be a keepsake for years to come. #WMEF2024 #wealthmanagement #AssetMark
AssetMark
Financial Services
Concord, California 17,400 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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In one of the most robust sessions at Wealth Management Executive Forum TED Conferences speaker and machine learning expert Tanmay Bakshi answered attendee questions on all things AI. How can wealth management firms use AI to drive business outcomes? What should firms look for in vendors who offer AI solutions? How can firms trust that an AI system is making the right decisions? “Learn a little bit about the actual tech,” Bakshi says. Take a class. Understand the terms. Doing so will build a comfort level with the process of working with new technologies. #WMEF2024 #AssetMark #MachineLearning
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This morning at Wealth Management Executive Forum some of the most influential home office leaders from firms like Hornor, Townsend & Kent, Lion Street Financial, LLC, and Cambridge Investment Research, Inc. enjoyed CEO and President Michael Kim’s AssetMark update and the fireside chat between Dale Brown of Financial Services Institute (FSI) and Head of Client Growth Matt Matrisian, MBA. #WMEF2024 #wealthmanagement #AssetMark
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Happy #NationalInternDay to our dynamic and dedicated summer interns! Your fresh perspectives, enthusiasm, and hard work have been invaluable to our teams. We are grateful for your commitment and excited to see the amazing things you will achieve in the future! #AssetMark #InternsRock #FutureLeaders
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We are thrilled to welcome over 20 home office leaders to Wealth Management Executive Forum at the remarkable St. Julien Resort & Spa in Boulder, Colorado! Over the next two days, senior execs from J.W. Cole Financial, Inc., United Planners Financial Services, OneAmerica Financial, and other firms will hear from CEO and President Michael Kim and Head of Client Growth Matt Matrisian, MBA, as well as presenters from J.P. Morgan and Financial Services Institute (FSI). #WMEF2024 #wealthmanagement #AssetMark
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While inflation has fallen dramatically over the last couple of years, it will likely take consumers a while to fill the hole in their spending power. This edition of On The Mark examines the importance of remembering that inflation measures change in price, not level of price. https://bit.ly/3WfgcQ4 #investments #financialadvisors #AssetMark
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The technology boom drove global equities higher through the first half of 2024. What else happened in the market? View Kezia Samuel, CFA, CAIA's latest video to find out. https://lnkd.in/gRX2kRWw #investments #financialadvisors #AssetMark
Q2 2024 Market Recap with Kezia Samuel | AssetMark
https://www.youtube.com/
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The AssetMark team just concluded an inspiring mid-year #NationalSalesMeeting2024 in Chicago! Our agenda was packed with enriching sessions, including a taste of Chicago, strategic meetings, and valuable insights from industry leaders. We're excited to bring these fresh ideas and strategies into the second half of the year to help drive even greater client success. #AssetMark #ClientSuccess #NSM2024
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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
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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
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