AssetMark

We are thrilled to announce that AssetMark has been recognized as the #1 Best Overall TAMP in The Wealth Advisor's 2025 America’s Best TAMPs Guide, and also ranked #1 in Best Service and #1 in Best Advisor Development. This recognition is based on survey feedback collected by The Wealth Advisor from its network of 350,000 financial advisors about their experience with various TAMP platforms. “Being named the Best Overall platform, along with top rankings for Best Service and Best Advisor Development, is a testament to the dedication and innovation of our team,” says Michael Kim, President and CEO of AssetMark. “This recognition reflects our ongoing commitment to empowering financial advisors with the resources, technology, and support they need to succeed. We understand the challenges advisors face, and our goal is to provide them with innovative solutions and exceptional service, helping them grow their businesses and deliver the highest level of value to their clients. We are honored to play a part in their success.” We’re deeply grateful to our dedicated team and the clients who make this achievement possible. We are proud to be recognized among the best and look forward to continued success together. https://bit.ly/3EpbLx7 #AssetMark #WealthManagement #Excellence #Recognition

Capital losses can reduce tax bills! Offset gains to lower your clients’ tax burdens, especially on short-term gains. Learn how to make tax-loss harvesting work for your clients: https://bit.ly/4jPE7kh #TaxManagement #TaxStrategy #AssetMark #FinancialPlanning #TaxLossHarvesting

Take 2 minutes to hear AssetMark CIO Christian Chan tell investors to expect continued volatility, and focus on their long-term investment plan. Bonus: More market volatility resources are available within the video to share with clients and prospects. https://bit.ly/3G06pck #markets #economy #AssetMark

The Trump administration’s sweeping new import tariffs, including a 10% rate on all imports and higher rates on 60 countries, mark the most significant trade policy shift in over a century. These measures could slow economic growth, raise inflation, and drive market volatility. In this special edition of On The Mark, AssetMark Chief Investment Officer Christian Chan explains what investors need to know and why staying focused on long-term goals is critical. https://bit.ly/420vXys #Tariffs #Markets #Economy #Inflation #MarketVolatility #AssetMark

A unified trust and wealth management solution is essential in today's financial landscape. With the collaboration of Cheetah and AssetMark, bank trust executives can leverage best-in-class technology and investment solutions to help optimize operations, elevate client satisfaction, and drive sustainable growth. Read our blog to see how innovation is reshaping the industry: https://bit.ly/4l5Aszb #Fintech #WealthTech #TrustManagement #WealthManagement #AssetMark

Don't miss the 'MARK! The April edition of 'MARK to Markets, AssetMark's go-to guide for investors, is here. This monthly resource delivers key insights on the markets and economy, plus ideas for investing, all designed to be easy to understand and share. Read the April edition: https://bit.ly/3Z0evsE #AssetMark #MARKToMarkets #Markets #Economy #Investing

We’re excited to share an insightful article from our EVP and Head of Investment Solutions, David McNatt, CFA, featured in Financial Advisor Magazine. In this piece, David emphasizes why financial advisors need to move beyond the traditional year-end tax strategies and adopt a proactive, year-round approach to tax management. By leveraging technology and capturing tax-saving opportunities consistently, advisors can enhance after-tax returns and better support their clients’ long-term financial goals. Read the full article: https://bit.ly/4jgJIz0 #TaxManagement #FinancialAdvisors #Investing #WealthManagement #ProactiveAdvising #AssetMark

Missed it live? The replay of Market Volatility: Navigating Tariffs and Policy Uncertainty is now available. AssetMark investment leaders break down how policy uncertainty, recession fears, and sticky inflation are impacting markets and investor sentiment in this interactive session. Watch the replay or share it with clients, prospects, or colleagues: https://bit.ly/4iCUZtt #AssetMark #MarketVolatility #FinancialAdvisors #InvestingInsights

April is National Arab American Heritage Month, an opportunity to honor the culture, history, and contributions of Arab Americans. From entrepreneurship and public service to innovation in the arts and sciences, Arab Americans have made a lasting impact on the fabric of our nation. At AssetMark, we’re committed to fostering a workplace where all voices are valued and celebrated, this month and every month. #ArabAmericanHeritageMonth #AssetMark #CelebrateDiversity #InclusionMatters

AssetMark was honored to attend and proud to be a sponsor of one•n•ten's 16th Annual Fresh Brunch. This powerful celebration brought together community, generosity, and purpose. With over $1.2 million raised, the event directly supports life-changing programs and services for LGBTQ+ youth across Arizona. On this Trans Day of Visibility, we’re proud to stand with one•n•ten and our Pride+ Employee Resource Group as we affirm our commitment to inclusion, advocacy, and allyship today and every day. Here’s to building a world where every young person feels seen, valued, and supported. #TransDayOfVisibility #AssetMark #FreshBrunch2025 #onenten #onentenphx #Community #SocialImpact