AssetMark

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

[AssetMark @AssetMark]

Is your Trust Department’s infrastructure built for a $90 trillion market?

For CEOs and Heads of Trust, the next wave of wealth brings a critical choice: continue managing investment functions in-house or modernize through strategic integration.

The disconnect between Trust Accounting and Investment Management is often the biggest barrier to capturing a greater share of wallet. Forward-thinking leaders are solving this by shifting to curated, outsourced investment models that integrate directly with their accounting core.

The results:
•Accelerated Speed-to-Market: Access institutional-grade strategies without the internal CIO overhead.

•Talent Optimization: Empower trust officers to lead with advice, not administrative execution.

•Enterprise Integration: Move away from siloed services toward a unified, coordinated wealth offering.

Modernize the engine to capture the growth. Learn more: https://t.co/eH00Un0u9x

*Transforming the Enterprise: Attributes of Winning Firms in Wealth Management-Deloitte 2026

#BankTrust #WealthManagement #TrustDepartment #AssetMark

[AssetMark @AssetMark]

What does it look like to build a practice that serves clients across generations?

On the latest episode of AM Radio, advisors Martin Fong and Taressa Soto share how they’ve built Accord and Fong Associates into a multigenerational practice — and how Taressa’s ACE program (Awareness, Coaching, Engagement) is helping younger clients get started before they’re “plan ready.”

Their story is a blueprint for advisors thinking about succession, next-gen client relationships, and what it really means to build a business that outlasts you.

Learn more: https://t.co/ZY60IshKiS

#AssetMark #AMRadio

[AssetMark @AssetMark]

New research from AssetMark's 2026 Growth Assessment suggests that growth may have less to do with having the right plan and more to do with consistently acting on it.

Among the findings:

• Advisors actively hiring or restructuring their teams were significantly more likely to report stronger growth.

• 93% reported having no formal referral process.

• Execution behaviors were nearly twice as predictive of growth outcomes as planning indicators alone.

What are high-growth firms doing differently? Read the research: https://t.co/JdRNyk25Gj

#FinancialAdvisors #WealthManagement #PracticeManagement #RIA #AdvisorGrowth #AssetMark

[AssetMark @AssetMark]

Retirement Assets Are Too Big to Ignore

Headline: 34% of your client’s wealth may be sitting outside your advice.*

Employer-sponsored retirement accounts often represent one of a client’s largest assets, yet many advisors still wait until rollover to engage.

AssetMark’s SDBA simplified mutual fund solution helps advisors bring eligible retirement assets into a more coordinated financial strategy.

More visibility. More personalization. More opportunity.

Learn more: https://t.co/zb3sBPO6cl

*Source: ICI Quarterly Retirement Market Data, 4Q25.
#RetirementPlanning #FinancialAdvisors #WealthManagement #401k #AssetMark #SDBA

[AssetMark @AssetMark]

The economy isn't weakening. It's changing.

Consumers still power the U.S. economy, but a new growth engine is emerging: AI-driven business investment.

While headlines focus on inflation, rates, and geopolitical uncertainty, the bigger story may be what's happening beneath the surface.

Our latest market outlook explores what's driving growth, where opportunities may be emerging, and why diversification remains critical in today's environment. A valuable resource for advisors to share with clients and investors looking to stay focused on the long term.

Download the full piece: https://t.co/ix8lg80wa7

#AssetMark #MARKtoMarkets #MarketOutlook

[AssetMark @AssetMark]

Summer brings more than market movement, it brings real-world cash needs.

From home projects and tuition payments to major purchases, clients often need liquidity without disrupting long-term investment strategies or creating unnecessary tax consequences.

That’s where AssetMark’s SBLOC solutions can help, providing flexible access to capital while portfolios remain invested.

Learn More: https://t.co/ufPXnyHbZp

#SBLOC #LiquidityPlanning #WealthManagement #AssetMark

[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