News & Press

Recent Press Releases

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on ...

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AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning Wood will spearhead the development and introduction of AssetMark’s advanced planning offering.

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AssetMark Completes Acquisition of Morningstar Wealth’s TAMP Assets This suite of investment solutions added to the Assetmark platform helps advisors serve their clients.

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AssetMark Enhances Platform with TIFIN Sage AI Capabilities AssetMark collaborates with TIFIN Sage to integrate AI-driven technology into its platform, empowering ...

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AssetMark and Cheetah Deliver a Unified Wealth Management Solution Since joining forces, they have delivered a unified wealth management solution that is driving growth, ...

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AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors A suite of new strategies has been added to the AssetMark platform to help advisors serve their clients.

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In The News

Helping Advisors Embrace the Future of WealthTech

AssetMark is driving the future of wealth management by combining advanced technology with personalized support. In a recent Q&A with Connect Money, Matt Matrisian, Head of Client Growth, shared how the platform empowers financial advisors with efficient tools, tax management solutions, and deep analytics to enhance client relationships and streamline workflows. READ THE STORY

AssetMark Collaborates With TIFIN Sage On AI Tools, Model Portfolios

AssetMark is teaming up with TIFIN Sage to integrate AI-powered tools and model portfolios into its platform, enhancing the way financial advisors deliver personalized investment services. This collaboration is a game-changer for improving efficiency and client outcomes, as noted by AssetMark’s Zoe Brunson. READ THE STORY

Helping Advisors Tackle Margin Compression

As the financial landscape evolves, advisors face growing pressure to deliver more services without increasing fees. Matthew Matrisian, Head of Client Growth at AssetMark, explores how advisors can navigate margin compression by scaling their businesses, meeting rising client expectations, and building sustainable, transferable models. With nearly 60% of RIA assets managed by advisors aged 55 and older, preparing for the future has never been more critical. Read The Story

How Private Equity Ownership Will and Won’t Change AssetMark

AssetMark’s acquisition by private equity firm GTCR marks a new chapter, bringing fresh resources to strengthen the platform while maintaining its core mission. As President and CEO Michael Kim explains, the focus remains on empowering advisors to scale their practices and serve clients more efficiently. With the wealth management industry shifting due to trends like the ‘Great Wealth Transfer,’ AssetMark’s leadership sees fierce competition ahead but also immense opportunity for those embracing innovation and growth. Read The Story

AssetMark Ascending

Michael Kim's Mission Continues. Pivoting back across the private equity frontier leaves one of the biggest advisor service platforms in prime position to chart the future of the entire wealth industry. Read The Story

3 Key Elements for Successful Succession Planning

The reason for the impending shift is not mysterious: A significant portion of advisors are nearing retirement age. According to Cerulli, nearly 60% of RIA assets are managed by advisors aged 55 and older, and the current average age of financial advisors is 50. Read the Story

Gatekeepers Expect Bumper Year for Active Fixed Income Managers

When uncertainty about Fed policy, rates, and inflation increases, active fixed income managers become more appealing to wealth firms for their ability to make bets without being as sensitive to credit upgrades or downgrades as passive managers, said David McNatt, head of investment solutions for AssetMark, a turnkey asset management platform. Read the Story

AssetMark Sees Tech As Key To Success, CEO Says

“As we work with the younger generation or the next generation of advisors, they’re actually looking at technology and really using technology to play offense with their clients and with developing their own business,” Michael Kim said. “The advisor sees technology and digital solutions as a way to drive client experience.” Read the Story

News & Press Archive

press release | 09/5/2024

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

AssetMark Financial Holdings, Inc. today began a new era of strategic growth and expansion by announcing the closing of its acquisition by GTCR, a leading private equity firm with substantial ...

News & Press

Recent Press Releases

In The News

Helping Advisors Embrace the Future of WealthTech

AssetMark Collaborates With TIFIN Sage On AI Tools, Model Portfolios

Helping Advisors Tackle Margin Compression

How Private Equity Ownership Will and Won’t Change AssetMark

AssetMark Ascending

3 Key Elements for Successful Succession Planning

Gatekeepers Expect Bumper Year for Active Fixed Income Managers

AssetMark Sees Tech As Key To Success, CEO Says

News & Press Archive

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

AssetMark Announces 2024 Practice Excellence Award Recipients

AssetMark Signs Definitive Agreement to be Acquired by GTCR

AssetMark Honors Financial Advisors with Community Inspiration Award

3 Key Elements for Successful Succession Planning

Gatekeepers Expect Bumper Year for Active Fixed Income Managers

AssetMark Sees Tech As Key To Success, CEO Says

AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements

AssetMark eyes possibility of becoming 'Tamp aggregator'

AssetMark eyes possibility of becoming 'Tamp aggregator

The more unique, the better, for AssetMark's top gatekeeper

AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients

10 People to Watch in Wealth Management in 2024

Michael Kim Recognized in InvestmentNews' Hot list 2023

Nasdaq TradeTalks: TradeTalks on Market Strategy & Portfolio Management

AssetMark revenue hits all-time high in Q3

AssetMark CEO Kim sets lofty goals on debut earnings call

New AssetMark CEO says TAMP on track for best year in company history, aims to double size in 3 years

AssetMark Hits $99.6 Billion In Platform Assets

AssetMark on the Hunt for Diversified Strategies, Fixed Income

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

Stocks End October With Gains, Post Monthly Losses

In Her Own Words: Supportive husband + great team = Carrie Hansen’s success

AssetMark gatekeeper favors experience over performance for new strategies

AssetMark Names Michael Kim Chief Executive Officer

Are AUM fees heading toward extinction?

AssetMark adds advisors while hitting multiple all-time earnings highs in Q2

As It Attracts More Advisors, AssetMark Notches Record Growth

Carrie Hansen On Five Things You Need To Be A Highly Effective Leader During Uncertain & Turbulent Times

AI Will Heighten Cybersecurity Risks for RIAs

Amid volatility, tech that proves an advisor’s value will thrive

Are you hiring or firing? Advisors and the end of the Great Resignation

AssetMark Launches First Trust Investment Strategies for Financial Advisors

AssetMark Launches First Trust Investment Strategies for Financial Advisors

20 Most Influential Gatekeepers

AssetMark Completes Acquisition of Adhesion Wealth

New SEC Requirements Can Create Opportunities for Advisors

TAMPs race to build comprehensive wealth management platforms

How Advisors Can Attract, and Keep, Wealthy Clients

The Emerging Trends Among HNW Investors

Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen

AssetMark CEO Wolfsen discusses growth plans after earnings beat

Cash revenue helps AssetMark offset market losses for record quarter

Adhesion deal triples addressable RIA market: AssetMark CEO

AssetMark to Acquire $9.5B Adhesion Wealth

AssetMark to buy $9.5bn TAMP Adhesion Wealth

AssetMark Financial expands RIA offering with acquisition of Adhesion Wealth

AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report

What’s America’s favorite TAMP of 2022?

Podcast: What Younger Investors Expect Of Their Financial Advisors

Advisors Happy With Outsourced Investment Management: Survey

Thinking About Outsourcing Investment Management? 5 Considerations.

Advisers struggle to grow new business: AssetMark

A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

AssetMark Deploys Prospecting, Marketing Tools

Advisers see increased opportunity in new fintech tools

AssetMark Launches Marketing Advantage Platform

Financial Planning Week in Review

Tech Roundup: AssetMark Launches Marketing Advantage

AssetMark Launches Marketing Advantage Platform

AssetMark launches new digital prospecting, marketing tools

AssetMark Launches Digital Prospecting Capability for Advisors

Advisors Are Happy They Outsourced Investment Management: AssetMark Survey

Form ADV Mistakes Can Put Advisors in Hot Water: How to Avoid Them

Smart Compensation Practices Can Make Wealth Management Hiring Easier. Here’s How

6 Marketing Tips for Breakaway Brokers

Podcast: Finding your purpose with Natalie Wolfsen