AssetMark

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

[AssetMark @AssetMark]

How do you help clients navigate mentions of resilient growth, sticky inflation, higher rates, and an AI investment boom all at the same time?

In October's 'MARK to Markets, Chief Market Strategist Kezia Samuel, CFA, CAIA offers timely context advisors can use to frame these conversations.

Use the charts to explore why earnings still matter for equities, how higher yields change the bond conversation, where AI investment fits in the economic picture, and why diversification may need to extend beyond a traditional stock-and-bond mix.

Explore the latest 'MARK to Markets for perspective on the forces shaping today’s investment landscape. https://t.co/ix8lg80wa7

#AssetMark #MarkToMarkets

[AssetMark @AssetMark]

Leadership is measured not only by what you accomplish, but by how you prepare the next person to carry the work forward.

In our latest episode of The Rented Seat podcast, AssetMark Chairman and Group CEO Lou Maiuri talks with Mike Gitlin, CEO of Capital Group, about Mike's perspective on leading collaboratively, making a meaningful difference and what it means to leave an organization ready for its next chapter.

Listen to the full conversation: https://t.co/vSK2dwqlCv

#TheRentedSeat #Leadership #WealthManagement

[AssetMark @AssetMark]

The capital markets have changed. Has portfolio construction kept pace?

The number of public companies has declined. Public equity indexes have become increasingly concentrated. Many of today’s fastest-growing companies remain private for years longer than previous generations. These aren’t temporary trends; they represent structural changes in the capital markets.

As a result, more advisors are expanding the conversation beyond traditional public stocks and bonds to include thoughtfully selected private market investments as part of a diversified portfolio.

https://t.co/JDicjIfRH3

[AssetMark @AssetMark]

In his latest Forbes Finance Council article, AssetMark Group CEO Lou Maiuri shares why leaders can preserve the values and relationships that make a culture distinctive while strengthening accountability, decision-making and performance.

From his perspective, culture and performance are not competing priorities. The strongest organizations build operating practices that allow each to reinforce the other.

Read the full article: https://t.co/3pjiSLmOMR

#Leadership #CompanyCulture #HighPerformance #FinancialServices #ForbesFinanceCouncil

[AssetMark @AssetMark]

As tax optimization becomes even more integral to client portfolios, AssetMark is proud to share that its Tax Management Services (TMS) has been named a finalist for Product or Service Innovation in the Investment Management category of the 2026 ThinkAdvisor Luminaries Awards.

Built to fit the advisor workflow, TMS combines daily tax-smart optimization, tax-efficient rebalancing, personalized settings, and reporting that helps demonstrate value to clients. In 2025, TMS delivered an average annual tax savings rate of 1.42% and recently surpassed $10 billion in tax-managed assets.

Actual tax management results are subject to change based on investment holdings, cost basis, market conditions, timing, and will vary over time. The tax savings report is not a replacement for other tax reports for tax filing purposes. Investors seeking more information should contact their financial advisor.

We’re honored to see this work recognized alongside the industry’s leading innovators.

Winners will be announced in New York City on December 3.

#Luminaries #InvestmentManagement #TaxManagement #AssetMark #TMS #ThinkAdvisorLuminaries

[AssetMark @AssetMark]

Could dividend growth help diversify portfolios in today’s concentrated market?

In a new InvestmentNews article, Christian Chan, AssetMark’s Chief Investment Officer, discusses why the ability to grow dividends over time may be more meaningful than headline yield alone.

He also explores how dividend growth can help diversify portfolios amid mega-cap concentration, why international markets deserve consideration, and how dividend-paying equities can complement fixed income in retirement planning.

Read the full article: https://t.co/AsELchoaRE

#AssetMark #InvestmentInsights #PortfolioConstruction

[AssetMark @AssetMark]

Portfolio Construction is Evolving.

For decades, portfolio construction centered on public stocks and bonds. Today, advisors are navigating more concentrated equity markets, higher treasury volatility, longer private company lifecycles, and expanded access to private markets. Those changes are prompting many investors to rethink how portfolios are built for the next decade, not the last one.

https://t.co/Ygs6JIxnkR

#AssetMark #PrivateMarkets

[AssetMark @AssetMark]

Inflation, interest rates and market momentum continue to make headlines, but what do they mean for investors and their long-term plans?

In the latest 2-Minute CIO Update, AssetMark Chief Investment Officer Christian Chan breaks down today’s market environment and shares perspective on what matters for investors.

Watch the latest update for timely market insights and perspective.

#AssetMark #CIOUpdate

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AssetMark is excited to be at CFP Connections in Las Vegas, October 5–7! If you’ll be attending, stop by and say hello to Justin Mason and Mitchell Hotz.

We’ll be connecting with CFP professionals, financial advisors, firm leaders, students, and aspiring financial planners to talk about AssetMark and our advisor-focused business, as well as current career opportunities across our organization.

Whether you’re exploring your next career move, interested in learning more about how AssetMark empowers advisors, or simply up for a conversation, we’d love to meet you.

Comment if you’ll be attending!

[AssetMark @AssetMark]

AI won’t replace what makes an advisor valuable, but it can amplify it.

In this episode of AM Radio, AssetMark Chief Data Officer Lee Davidson, CFA, shares a practical perspective on AI adoption, including how to use the technology to extend your capabilities, emulate the way you work, and create more capacity to better serve clients.

For advisors curious about how to scale: the opportunity may be less about doing something entirely new and more about amplifying what they already do best.

Tune in to AM Radio, “From Fantasy Football to the Future of AI” for the full conversation: https://t.co/gURMqdG0A4

#AssetMark #AMRadio #ArtificialIntelligence #FinancialAdvisors #WealthManagement #AdvisorGrowth #AI

[AssetMark @AssetMark]

The more advisors use AI, the more opportunities they see to apply it.

The 2026 AssetMark Advisor Insights: Artificial Intelligence Report found that 85% of current AI adopters expect to increase their use of AI over the next 12 months, compared with 52% of non-adopters.

That pattern suggests that experience with AI expands awareness of its possible applications. As advisors put AI to work, they identify more opportunities to incorporate it into research, analysis, communication and practice operations.

For AssetMark, that reinforces the opportunity to bring AI into the advisor experience in practical, integrated ways, helping advisors create capacity and get more from the technology as their use evolves.

Read the report here: https://t.co/yW1Dpk9Ssy

#AssetMarkKnowledge #AdvisorInsights #ArtificialIntelligence #AssetMark #AI

[AssetMark @AssetMark]

What does it take to build an advisory business that can grow while keeping client relationships at the center?

In the latest episode of The Diamond Podcast for Financial Advisors, AssetMark President and CEO Michael Kim joins Jason Diamond to discuss the evolving role of the advisor, the value of holistic guidance and how outsourcing, technology and AI can support deeper client relationships and more durable growth.

Listen to the episode: https://t.co/N0jFCzWsbF

#FinancialAdvisors #AdvisorGrowth #WealthManagement #AssetMark

[AssetMark @AssetMark]

Don't miss Growth in the Age of AI: Optimizing Your Digital Presence.

Join us on September 30th for an exclusive AssetMark webinar featuring Samantha Russell, Chief Evangelist at FMG, as she explores how AI is changing the way prospective clients find, research and evaluate financial advisors.

Discover practical strategies to:
• Strengthen your visibility in AI-driven searches
• Make your everyday marketing efforts work harder
• Create new opportunities for organic growth

September 30 | 11:00 a.m. PT

Register today: https://t.co/fBrYLXlgPi

#AssetMark #Webinar #AI

[AssetMark @AssetMark]

Did your firm achieve the growth you set out to reach this year?

Advisors who joined AssetMark Growth Consulting (AGC) in Q1 are currently performing at 183% of their program-to-date production goal.*

AGC provides 18 months of personalized, one-on-one consulting designed around your firm, your goals, and your opportunities for growth.

The Q1 2027 cohort is now enrolling. Complete the Growth Readiness Assessment by November 6 to take the first step.

Take the Growth Readiness Assessment: https://t.co/1dsWfCi1E5

*Source: AssetMark Business Consulting, Growth Assessment Analysis 2025

#AssetMark #AGC #AssetMarkGrowthConsulting

[AssetMark @AssetMark]

The next stage of growth for wealth management firms calls for strong business leadership alongside exceptional advice.

In her latest byline for Advisor Perspectives, Dana Burkhardt explores how talent development, operational efficiency, succession planning and strategic growth management can help firms grow with purpose and deliver advice consistently at scale.

Read Dana’s perspective: https://t.co/gH1QDZka0z

#WealthManagement #FinancialAdvisors #RIA #AdvisorGrowth #AssetMarkKnowledge

[AssetMark @AssetMark]

Over the next two decades, $124 trillion is expected to transfer to the next generation.*

This shift will bring new decision-makers, new family dynamics and new expectations into the advisor relationship.

Advisors who build trust and relationships across generations will be better positioned to serve the families of tomorrow.

The future of private wealth is coming.

*(Source: Cerulli)

#AssetMark #PrivateWealth #FinancialAdvisors #ItsComing

[AssetMark @AssetMark]

We’re excited to announce a new collaboration between our affiliate Adhesion Wealth Advisor Solutions and Fidelity Investments to bring Custom Model Solutions to the Adhesion platform.

The portfolio combines Fidelity’s institutional asset management expertise with Adhesion’s UMA technology, helping RIAs tailor professionally managed models around their investment approach while supporting implementation, administration and integrated Tax Management Services at scale.

Learn more: https://t.co/aiO525N6IZ

#FinancialAdvisors #WealthManagement #RIA #AssetMark

[AssetMark @AssetMark]

When was the last time you checked the beneficiary designation on your 401(k), IRA or life insurance policies?

Those forms may tell a different story than the one you intended. Beneficiary designations can take precedence over a will or trust, and when they no longer reflect your wishes, your loved ones may be left to navigate the consequences.

In her latest @MarketWatch byline, Erin Wood CFP®, FBS®, AssetMark’s SVP of Advanced Planning, shares real-world examples involving long-standing designations, divorce and plan-provider changes. She also offers practical guidance on reviewing beneficiaries, understanding per stirpes and per capita choices, and confirming updates in writing.

Read the full byline: https://t.co/dhZn7M1UMG

#EstatePlanning #RetirementPlanning #FinancialAdvisors #AssetMarkKnowledge

[AssetMark @AssetMark]

What if your client’s largest investment isn’t part of their strategy?

A client’s 401(k) has grown significantly, and it’s now her largest investment account; however, it sits outside the other advisor-managed retirement assets,

The opportunity? Incorporate the 401(k) with the rest of her portfolio to see the full retirement picture.

Because she doesn’t think about separate accounts. She thinks about one retirement.

See the advisor scenario: https://t.co/JvJ6NYHayg

[AssetMark @AssetMark]

Why do high-net-worth investors hold cash in their portfolios?

For one client, it may be earmarked for a tax bill. For another, it could fund a real estate purchase, business need, or private market commitment.

The answer matters because each use calls for a different approach to liquidity.

Our latest article explores how advisors can help HNW clients align cash with near-term needs, long-term goals, and the broader financial picture.

Read the article: https://t.co/kTFVEPI7Oz

#FinancialAdvisors #HighNetWorth #WealthManagement #LiquidityPlanning #AssetMark