AssetMark

This Thanksgiving, AssetMark's CEO, Michael Kim, shares a heartfelt message of gratitude. As we celebrate this season of thanks, we’re reminded of the importance of meaningful connections and shared successes. We're truly #thankful for our amazing team, our loyal clients, and our supportive community. Happy Thanksgiving! #HappyThanksgiving #Thanksgiving #Grateful #Thanksgiving2024

🐾 The #AssetMark Encino team spent an inspiring day at Paws For Life K9 Rescue! From “pack walks” and stuffing Kongs with treats to delivering donations like crates, leashes, and toys, plus raising funds through AssetMark’s company match program, it was a heartwarming day filled with wagging tails and furry smiles. Thank you to everyone who volunteered! #Community #VolunteerDay #PawsForLife #CommunityImpact #WeAreAssetMark #giveback #volunteering

At the RIA Activate California event, Vincent Gimarelli, AssetMark’s Institutional Sales and Consulting Director, shared key insights on mergers and acquisitions for RIAs. In an increasingly active M&A landscape, Gimarelli emphasizes the importance of aligning on “culture and process” before any deal. He encourages firms to think deeply about their unique objectives and the types of clients they aim to grow with, urging RIAs to ensure compatibility on a cultural and operational level. https://bit.ly/4fXYSXW #AssetMark #RIA #RIAs #wealthmanagement #financialadvisors #RIAActivate

As we count our blessings this season, consider an #AssetMark Charitable Donor-Advised Funds (DAF), powered by TIFIN Give. This flexible, easy-to-use solution helps clients minimize their taxes and maximize their giving. Contact an AssetMark sales consultant to learn more, or consult with a DAF specialist today. https://bit.ly/4ewq53b #Thanksgiving #DonorAdvisedFunds #GiveBack

Exciting news! AssetMark has been recognized in InvestmentNews’ New Technology Report 2024, which celebrates cutting-edge innovations driving the future of wealth management. Winners, including industry leaders like Vestmark and eMoney Advisor, were selected based on true innovation and the tangible benefits their solutions provide to advisors. Our Tax Management Services (TMS) stood out for addressing tax challenges with a user-friendly platform that simplifies tax optimization, enabling advisors to enhance client service and help deliver better investment outcomes. With trillions poised to transfer to the next generation, TMS is helping advisors meet growing demands with scalable, efficient solutions. Thank you, InvestmentNews, for this incredible honor! https://lnkd.in/gN4YJvv5 #Innovation #TaxManagement #WealthManagement #AssetMark #TMS

This Thanksgiving season, we reflect on the gratitude, inspiration, and dedication that define our community. Thank you to Lou Maiuri, Chairman and Group CEO of AssetMark, for sharing these heartfelt reflections. We’re proud to support our advisors, partners, and employees who make a meaningful difference every day.

As Republicans digest their election day successes, we expect their consumer sentiment levels to improve, potentially unleashing the “animal spirits” that have been absent in this recovery so far. Don’t miss AssetMark CIO Christian Chan’s timely insights. https://bit.ly/40RLOPM #investments #financialadvisors #AssetMark

Exciting news! AssetMark’s collaboration with TIFIN Sage brings advanced AI capabilities to our platform, enabling advisors to deliver highly personalized portfolios with greater efficiency. Together, we're empowering advisors to scale and enhance client outcomes. Learn more: https://bit.ly/3B0OIqH #WealthManagement #AI #AdvisorSolutions #AssetMark #TIFINSage

At Citywire’s due diligence retreat, AssetMark’s Rob Walters shared his outlook on the market's future, emphasizing that while growth may be more tempered than in recent years, strong buying pressures should help sustain prices. On interest rates, Walters expects the Fed will take a cautious approach, with room for another adjustment this year. Read more: https://bit.ly/4fB6hNg #AssetMark

AssetMark's EVP, David McNatt, CFA, joined family and colleagues at the 2024 Cycle of Hope in Dublin, CA - a Bay Area charity cycling event benefiting Habitat for Humanity East Bay/Silicon Valley. Cycle of Hope brings hundreds of cyclists, volunteers, and fundraisers together to raise awareness and funds for Habitat's mission to build homes, communities, and hope in a whole new way. 🏠💛 AssetMark was honored to return as a sponsor for the fifth consecutive year, supporting this impactful event! #AssetMark #CycleOfHope #TogetherWeRide #BikeToBuildHomes #HabitatForHumanity