Articles from AssetMark, Inc.

CONCORD, Calif., March 27, 2025 (GLOBE NEWSWIRE) -- AssetMark, a leading wealth management solutions provider, today announced that Barrett Ayers, President and CEO of Adhesion, will retire after 20 years at Adhesion. Michael Kim, in addition to his current role as CEO of AssetMark, will assume the role of President and CEO of Adhesion Wealth. Adhesion Wealth is a wholly owned subsidiary of AssetMark. Mr. Ayers will remain an employee through the end of 2025 before retiring.

CONCORD, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- AssetMark, a leading provider of wealth management and technology solutions for financial advisors, today announced the launch of a new program for advisors, Ascent. The program is aimed at helping advisors face the challenges of succession planning by providing education and guidance throughout the entirety of their career.

AssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local charities

CONCORD, Calif., Feb. 11, 2025 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading wealth management technology platform for financial advisors, today announced the appointment of Doris Meister and Lisa Opoku to its Board of Directors. The addition of these two accomplished executives reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring deep expertise in financial services, strategic transformation, and operational excellence.

Leading Wealth Management Firm Strengthens Tech Leadership Team to Drive Growth and Innovation

CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.

CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum.

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions for financial advisors and their clients.

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

First State Bank Achieves Significant Results Through Innovative Collaboration

A suite of new strategies added to AssetMark platform to help advisors serve their clients.

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the expansion of its Cash Solutions suite with the addition of FDIC-insured certificates of deposit (CD Plus) and purchased Money Market Funds (MMFs). This strategic initiative enhances AssetMark's existing offerings, empowering advisors to capitalize on the estimated $8 billion share of wallet opportunity within the wealth client cash holding space, as identified by AssetMark's analysis.

CONCORD, Calif., July 18, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2024.

CONCORD, Calif., July 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).

CONCORD, Calif., June 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., June 03, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the recipients of its 2024 Practice Excellence Awards. These awards, now in their seventh year, recognize financial advisory firms that have made significant achievements in the areas of operational excellence and technology adoption at AssetMark.

CONCORD, Calif., May 14, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., May 01, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2024.

CONCORD, Calif., April 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

AssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local charities

CONCORD, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

The new eWealthManager® homepage aims to help advisors manage their businesses more efficiently

CONCORD, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended December 31, 2023.

CONCORD, Calif., Feb. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Feb. 08, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2023, after the U.S. market close on Wednesday, February 21, 2024. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

New services include tax transitions, tax-efficient rebalancing and loss harvesting

CONCORD, Calif., Jan. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Dec. 11, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Nov. 29, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 5th in New York, NY.

CONCORD, Calif., Nov. 13, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Nov. 06, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2023.

CONCORD, Calif., Nov. 02, 2023 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading provider of wealth management and technology solutions for financial advisors, today announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services.

CONCORD, Calif., Oct. 24, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2023, after the U.S. market close on Monday, November 6, 2023. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

CONCORD, Calif., Oct. 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Sept. 11, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

Natalie Wolfsen to Depart AssetMark

CONCORD, Calif., Aug. 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Aug. 02, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2023.

CONCORD, Calif., July 24, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2023, after the U.S. market close on Wednesday, August 2, 2023. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

CONCORD, Calif., July 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., June 12, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., May 25, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the 43rd Annual William Blair Growth Stock Conference on June 6th and 7th in Chicago, IL. The Company will host one-on-one and group meetings. Analysts and portfolio managers that wish to attend this conference or would like to request a meeting should contact William Blair.

Three new strategies added to AssetMark platform better help advisors serve their clients

 CONCORD, Calif., May 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., May 08, 2023 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the recipients of its 2023 Practice Excellence Awards. These awards, now in their sixth year, recognize financial advisory firms that have made significant achievements in the areas of operational excellence and technology adoption.

CONCORD, Calif., May 03, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2023.

CONCORD, Calif., May 02, 2023 (GLOBE NEWSWIRE) -- AssetMark today released its 2022 ESG Report, detailing the firm’s progress in creating value for key stakeholders through environmental, social, and governance commitments.

CONCORD, Calif., April 27, 2023 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, is excited to announce that Carrie Hansen, the company's Executive Vice President and Chief Operating Officer, has been named COO of the Year for the 2023 OnCon Icon Awards by OnConferences. The OnCon Icon Awards recognize exceptional operations leaders worldwide, with winners selected based on peer nomination and voting. Among hundreds of nominees, Hansen received the most votes based on her contributions to AssetMark, the financial services industry, and her community in the areas of organizational impact, innovation, and thought leadership.

CONCORD, Calif., April 20, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2023, after the U.S. market close on Wednesday, May 3, 2023. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

AssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local charities

CONCORD, Calif., April 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., April 03, 2023 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced the appointment of Josh Armey as Executive Vice President and Head of Corporate Strategy. In his new role, Armey will serve as a member of the firm's Executive Committee and will work with leaders across the organization to accelerate strategic growth and maximize AssetMark’s long-term performance.

CONCORD, Calif., March 13, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Feb. 22, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter and full year ended December 31, 2022.

CONCORD, Calif., Feb. 13, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Feb. 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2022, after the U.S. market close on Wednesday, February 22, 2023. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

CONCORD, Calif., Jan. 10, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Dec. 15, 2022 (GLOBE NEWSWIRE) -- AssetMark announced today the completion of its acquisition of Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises, TAMPs and asset managers.

CONCORD, Calif., Dec. 13, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Nov. 15, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc, a leading wealth management platform for financial advisors, today underscored its commitment to environmental, social and governance (ESG) practices in announcing it has entered into a sustainability linked financing agreement. The deal is an amendment to the previously announced credit facility commitment, converting AssetMark’s $500 million corporate revolving credit facility into a Sustainability-Linked Loan.

CONCORD, Calif., Nov. 10, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

CONCORD, Calif., Nov. 03, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in the fourth quarter of 2022:

CONCORD, Calif., Nov. 01, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2022.

CONCORD, Calif., Oct. 20, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2022 after the U.S. market close on Tuesday, November 1, 2022. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results.

CONCORD, Calif., Oct. 10, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.