AssetMark

Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.

[AssetMark @AssetMark]

The Next Generation of Wealth Is Different

A massive wealth transfer is underway, and the next generation of clients brings different expectations.

They want transparency. Coordination. Digital access. And advice that connects every part of their financial life. Banks that integrate Trust Accounting with outsourced Wealth Management are better positioned to meet that moment.

With AssetMark, it’s possible to deliver modern wealth solutions while building on the expectations clients already have.

Learn more: https://t.co/eH00Un0u9x

#TrustAdministration #WealthManagement #BankTrust #AssetMark

[AssetMark @AssetMark]

Clients rarely need more headlines. They need perspective.

As we move into the second half of the year, advisors are fielding questions about market strength, inflation concerns, and what recent developments could mean for portfolios.

In this month’s 2-minute CIO Update, AssetMark CIO Christian Chan shares timely insights advisors can use to frame those conversations and help clients stay focused on long-term goals rather than short-term noise.

Use this concise resource to support client conversations and reinforce the value of disciplined investing.

#AssetMark #CIOUpdate

[AssetMark @AssetMark]

On AM Radio: The Rented Seat, AssetMark Chairman and Group CEO Lou Maiuri sits down with leaders to talk about stewardship, including how long‑term decisions shape outcomes well beyond a single tenure.

In this episode highlight, Shane Clifford, Managing Director and Head of Global Wealth at The Carlyle Group, shares how private markets are being thoughtfully extended into the wealth channel, and what it will take to get it right.

Watch the full conversation: https://t.co/oi0LvEWXL5

#AssetMark #AMRadio #RentedSeat #Leadership #WealthManagement

[AssetMark @AssetMark]

Most advisors panic when a client brings up fees. Don't. It's actually one of the best moments you'll get to remind them what they're paying for: the guidance, the hard conversations, the planning that touches every corner of their financial life.

If you've been doing your job, which you have, you have nothing to defend, only value to remind them of. I work with advisors on this every day. Reach out if you want to dig deeper. https://t.co/VWAZiHXCYF

How do you handle the fee conversation? Drop your answers in the comments.

[AssetMark @AssetMark]

100 years of data. One clear lesson: long-term discipline matters.

In this edition of On The Mark, Kezia Samuel, Chief Market Strategist, discusses what a century of market data shows about staying focused through changing conditions, diversifying thoughtfully, and sticking to a clear plan.

Read more: https://t.co/85u40KJ2uV

[AssetMark @AssetMark]

High net worth clients want to understand how today’s tax decisions connect to their broader financial goals, from income timing to tax-aware strategies and long-term outcomes.

These conversations create meaningful opportunities for advisors to deliver more strategic value. That’s where AssetMark can help.

Reach out to your AssetMark salesperson to learn more. https://t.co/HurcVcTkQL

#TaxPlanning #WealthManagement #AssetMark #TMS

[AssetMark @AssetMark]

70% of industry growth last year came from the market, not new client acquisition.

That works until conditions change.

When growth isn’t built internally, it becomes harder to sustain.

AssetMark Growth Consulting (AGC) helps advisors build consistent, repeatable growth that doesn’t depend on the market.

Assess where your growth stands today. Take the Growth Readiness Assessment. https://t.co/IM30VkBU8T

Source: McKinsey & Company, Asset Management 2025: The Great Convergence.

[AssetMark @AssetMark]

Elevate Your Trust Department: From Administration to Client Growth

AssetMark acts as your extended team, bringing sophisticated expertise and technology to help you win complex High-Net-Worth cases and capture a greater share of wallet from your HNW clients.

Comprehensive. Personalized. Simplified.

With seamless access to a powerful tech stack and seasoned professionals, you can:
•Streamline tax, estate, and risk planning
•Develop sustainable retirement income strategies with dynamic modeling
•Create, store, and share wills & trusts effortlessly
•Conduct in-depth estate analysis, modeling, and “what-if” scenarios
•Aggregate client data into clear projections and interactive planning discussions

Ready to go beyond routine administration and offer truly differentiated service to your HNW clients?

AssetMark is ready to support your trust department’s growth. https://t.co/edDW1roBBK

#WealthManagement #TrustServices #HNWClients #EstatePlanning #FinancialPlanning #AssetMark

[AssetMark @AssetMark]

Retirement planning doesn’t end when savings stop. In this month’s #MoneyMatters newsletter, AssetMark’s SVP of Advanced Planning Erin Wood CFP®, FBS® explores four common drawdown strategies and why the right approach depends on both financial goals and investor behavior.

https://t.co/2ICdqLYRZX

#RetirementPlanning #FinancialPlanning #WealthManagement

[AssetMark @AssetMark]

With global conflict in the headlines, many investors are asking: Why are markets still near all-time highs?

In this month’s On The Mark, Kezia Samuel, Chief Market Strategist, discusses how markets respond to expectations for economic growth and corporate earnings, and what investors should continue watching moving forward.

Read more: https://t.co/KmkyRvZ5pk

[AssetMark @AssetMark]

Worried about what AI means for advisors? Elizabeth Husserl isn’t concerned. Check out her reasons why, and other great lessons on the full episode of AM Radio on YouTube. https://t.co/NdmnS6D2mo

[AssetMark @AssetMark]

Small business retirement plans aren’t just about saving anymore. They’re a strategic way to help business owners build wealth, retain talent, and manage taxes more thoughtfully.

That’s where AssetMark can help, bringing Advanced Planning, SDBA flexibility, and strong investment governance into the conversation.

Retirement is no longer just about contributions. It’s about value. https://t.co/IJlJSTi7JY

#RetirementPlanning #SmallBusiness #AssetMark

[AssetMark @AssetMark]

Infrastructure and real assets are playing a growing role in portfolio conversations.

As investors seek diversification and resilience in changing markets, infrastructure and real assets may offer steady income potential alongside traditional investments. For many, it’s not about a major shift, but thoughtfully exploring where these investments may fit over time.

For more insights, see our brochure, Three Things to Know About Private Markets. https://t.co/SmZlTI8GzQ

[AssetMark @AssetMark]

Technology Is Raising the Stakes.

Delivering modern Wealth Management today requires more than expertise; it requires infrastructure.

From reporting to client experience, expectations are rising quickly, and building that internally can be cost-prohibitive.

By outsourcing Wealth Management to AssetMark and integrating it with Trust Accounting, banks can offer a more sophisticated, connected experience without the burden of building and maintaining the tech stack themselves.

Learn more: https://t.co/kf7vXUDi4t

#TrustAdministration #WealthManagement #BankTrust #AssetMark

[AssetMark @AssetMark]

Kevin J. Swan, Founder, ECN Legacy Advisors, shares his experience working with AssetMark and what it means to have the right support behind your practice.

"They're there to support you to get you to another level."

#AssetMark #FinancialAdvisor #WealthManagement #AdvisorPerspectives

[AssetMark @AssetMark]

Private markets offer growth opportunities for a wide range of clients.

Advisors identify high-net-worth individuals, business owners, and mass affluent clients as the largest opportunities, but younger investors, women, and retirees remain underrepresented. Interval funds lower entry points and address liquidity challenges, enabling advisors to engage a broader range of clients.

AssetMark is expanding access to private markets, helping advisors reach new client segments and create lasting opportunities for growth.

Explore these opportunities in the AssetMark Advisor Insights: Private Markets Report. https://t.co/lSHj1VLMAh

#AdvisorInsights #PrivateMarkets #FutureReady #AssetMark

[AssetMark @AssetMark]

The market grew. But did your business?

For many advisors, the past decade has looked like consistent growth. But much of that growth was market-driven.

The first step is understanding where your growth stands today.

Data shows 92.5% of advisors lack a referral process, and only 7.5% have a repeatable strategy.

That’s not scalable growth. It’s dependence on conditions you can’t control.

AssetMark Growth Consulting (AGC) helps advisors build structured, repeatable systems for client acquisition and long-term growth.

Take the Growth Readiness Assessment to see what’s driving your growth — and what isn’t. https://t.co/IM30VkBU8T

Source: AssetMark Business Consulting, Growth Assessment Analysis 2025

[AssetMark @AssetMark]

Advisors shouldn’t have to choose between personalization and operational efficiency. As Phill Rogerson shares with the The Wealth Advisor, platforms like @AdhesionWealth are helping RIAs simplify complexity so they can stay focused on what matters most: delivering differentiated, client-centered advice.

Explore the full conversation: https://t.co/obfav8dCiL

[AssetMark @AssetMark]

46% of high-net-worth investors may change or add a wealth relationship in the next 12 to 24 months.

The opportunity is not just about managing assets. It is about delivering a more complete offering, including tax management and private markets access.

Our latest piece explores how AssetMark helps advisors meet that moment: https://t.co/a0FZrDOaLr

#WealthManagement #HNW #TaxManagement #PrivateMarkets #FinancialAdvisors #AssetMark

[AssetMark @AssetMark]

Today, AssetMark launches AM Radio: The Rented Seat, a new podcast series hosted by AssetMark Chairman and Group CEO Lou Maiuri.

Part of the AM Radio franchise, The Rented Seat is built on a simple idea: leaders don’t own the role – they steward it under pressure, scrutiny, and change.

In our debut episode, Shane Clifford, Partner and Head of Global Wealth at The Carlyle Group, shares the leadership standard he lives by.

Watch the full episode: https://t.co/tTVOqqYybG

#AssetMark #AMRadio #RentedSeat #Leadership #WealthManagement