AssetMark

Free Your Trust Team to Focus on What Matters Most. Trust departments are stretched thin balancing portfolio management, regulatory demands, and client service. Outsourcing investment management is becoming a strategic way to gain capacity, reduce risk, and deliver a stronger client experience. AssetMark supports trust departments with efficient small-account solutions, customizable legacy transitions, private markets and high-net-worth portfolio options, including SMAs and tax-efficient strategies. If your team needs scale and specialized expertise, outsourcing can help you focus on what matters most: deepening client relationships. Read more: bit.ly/4lw0ADY #AssetMark #BankTrust #Outsourcing #WealthManagement

AssetMark is here to help its advisors like Josh Leonard with various tax optimization strategies – whether that’s Direct Indexing for personalized tax management, Donor-Advised Funds (DAFs), or thinking through income and Required Minimum Distribution (RMD) strategies. If you have a situation you’d like to talk through, reach out. Let’s finish strong. #TaxManagement #FinancialAdvisors #TaxStrategy #WealthPlanning #DAF #DirectIndexing #AssetMark

AssetMark Retirement Services is proud to sponsor complimentary access to NAPA’s CPFA/QPFC Exam Cram and exam on April 2. This live bootcamp helps advisors elevate their fiduciary expertise and prepare for one of the industry’s most respected retirement-plan credentials. Join me in attending this virtual event on April 2, 2026. Register by April 1 — space is limited. bit.ly/47BAcCU To enroll, login or create an account. Enter enrollment code CPFAAPR26 #FinancialPlanning #RetirementPlanning #ExamCram #FinancialAdvisor

AssetMark advisor Ryan Marier describes how our Tax Management Services (TMS) has helped reduce tax impact for his clients. can impact long-term outcomes. Strategies like: ✔ Asset location ✔ Tax-loss harvesting ✔ Withdrawal sequencing ✔ Tax-efficient portfolio construction …can help improve after-tax results for clients. Contact your AssetMark salesperson to help you incorporate these strategies into disciplined investment frameworks. #TaxManagement #TaxEfficiency #InvestmentStrategy #FinancialAdvisors #TaxReduction #TaxLossHarvesting #TaxOptimization #AssetMark

The Daily Upside’s Griffin Kelly interviewed AssetMark Chairman and Group CEO Lou Maiuri to discuss new findings from Assetmark's GOLD Forum Survey – and what they reveal about how advisors are approaching growth and technology. The survey shows advisors are setting ambitious goals: more than 60% are targeting double‑digit growth, with roughly one‑third aiming for growth 15% or more above their historical trend. At the same time, advisors cite technology complexity and staffing constraints as top challenges. And while many are already using AI, its application is largely limited to administrative tasks rather than core planning or portfolio work. In the interview, Maiuri shares his perspective on what that gap means for growth‑minded firms. As advisors set more aggressive growth targets, he argues that incremental efficiency gains may not be enough, prompting a broader rethink of how AI can support capacity, consistency, and decision‑making across the advisory experience. Read the full interview: bit.ly/4sMdShY

💰 It's not what you earn, but what you keep that builds long-term wealth. 📊 Everyday this week, we’ll be covering tax topics as a reminder that thoughtful, tax-aware investment strategies can make a meaningful difference over time. AssetMark’s Tax Management Services helps financial advisors incorporate tax efficiency into portfolio construction and wealth planning—so clients keep more of what they’ve worked hard to earn. Learn more: bit.ly/4ru51Ra #TaxManagement #TaxPlanning #WealthManagement #FinancialAdvisors #AssetMark

We’re proud to recognize Luke Noble of Noble Financial Group, a recipient of our 2026 Community Inspiration Award, which honors AssetMark advisors who create meaningful impact in their communities. Luke supports Gifts That Matter, which provides essential items to families in the North Shore of Massachusetts facing unexpected challenges, promoting hope, resilience, and opportunity in his community. Luke lends his financial knowledge and leadership skills to expand donor outreach and organize the annual gala. Witnessing the direct impact Gifts That Matter has on his neighbors motivates him to continue strengthening his community. AssetMark is honored to support Gifts That Matter with a $10,000 donation. #AssetMark #CommunityInspirationAward #GiftsThatMatter

Inheritance can be a powerful catalyst for freedom, or an unexpected source of pressure. In the second installment of her Kiplinger series, AssetMark’s Erin Wood CFP®, FBS®, examines what happens after an inheritance is received, and why preparation, education, and emotional readiness matter just as much as the assets themselves. From purpose and identity to relationships and long‑term planning, the article explores how heirs can turn a windfall into lasting financial independence. Together with part one, this piece offers a practical, human look at how families and individuals can approach inheritance with intention so it becomes a foundation for opportunity, not a constraint. Read part two in Kiplinger: kiplinger.com/retirement/inh…

Webinar: Building Profitability Across Your Entire Book – Did You Miss It? You don’t want to miss learning more about building profitability across your entire book. Datos Insights talks about a practical four-tier framework for aligning service models, investment strategies, and technology to account value. Key takeaways: • How to improve effectiveness with sub-$1M accounts (currently only 36% effective) • Applying tax management, directed indexing, and automation to each segment • Reducing manual work by 5–10 minutes per user per day • Real-world examples of improved client outcomes and system integration Watch the replay: bit.ly/4scH6H5 #BankTrust #AssetMark #WealthManagement

Looking to grow faster than you have in the past? In this short video, AssetMark CEO Michael Kim shares the power behind AssetMark Growth Consulting and why taking a deliberate approach to growth matters for advisors today. If you're thinking about the next stage of your firm's growth, the Growth Readiness Assessment offers a simple way to reflect on key areas of your practice and identify your greatest blockers or opportunities. Find your growth potential: bit.ly/3N3Cdk5

Advisors already offering private markets know what matters most for success. Their top solution benefits are data transparency (42%), integration with portfolio management systems (39%), and fee transparency (35%). AssetMark’s private market solutions are built to deliver transparency, seamless integration, and operational efficiency, helping advisors maximize value for their clients. Learn more in the AssetMark Advisor Insights: Private Markets Report. bit.ly/3LxuXw5 #AdvisorInsights #PrivateMarkets #AdvisorBenefits

Valuation sets the terms. Motivation shapes the fit. AssetMark survey insights show why understanding why advisors buy or sell can lead to better succession outcomes. Read Beyond AUM: bit.ly/4skcweV #AdvisorSuccession #WealthManagement #FinancialAdvisors #PracticeManagement #AssetMark

Oil prices have jumped sharply following a recent supply disruption as geopolitical tensions rise in the Middle East. Higher oil prices can reduce disposable income, weigh on spending and growth, and feed into headline inflation. Read the 'MARK to Markets: Geopolitical Conflict Special Edition from Kezia Samuel, Chief Market Strategist, for perspective on the current environment. bit.ly/4s3flk6 #AssetMark #MarktoMarkets #MarketUpdate

In her latest Money Matters LinkedIn article, AssetMark SVP of Advanced Planning, Erin Wood CFP®, FBS®, shares why early year planning opens the door to more thoughtful, coordinated tax decisions – helping advisors align income timing, charitable strategies, and long‑term planning while flexibility still exists. It’s a timely perspective for advisors focused on guiding clients with intention, not reacting to deadlines. Read the full article here: bit.ly/4uaJAqO #TaxPlanning #FinancialPlanning #WealthManagement

On the latest episode of AM Radio, we talked with Martin Fong and Taressa Soto from Acord and Fond Wealth Strategies. Together, they talk about why the best succession plans can often be the deepest expressions of caring for your clients. Check out the full episode: bit.ly/4rqeGs2 #AssetMark #AMRadio

In this month’s Mark to Markets, growth is shifting—not stalling. The year is likely to begin with solid growth, driven by tax relief and AI investment, with momentum easing later on. Inflation is easing gradually, which should allow rate cuts to continue, though volatility (especially in a midterm year) remains likely. The message is simple: this is less about chasing what worked and more about preparing for what’s next. bit.ly/3Z0evsE

Our Group CEO and Chairman Lou Maiuri has distilled a simple but powerful truth after nearly four decades in financial services: you never truly own the seat you sit in. You rent it. In his recently published Forbes Finance Council article, Lou shares what that mindset means. It's a perspective worth reading whether you're leading a team, building a practice, or planning for what comes next. Read the full article: bit.ly/4sgHhAE #Leadership #AssetMark #WealthManagement #FinancialAdvisors

The U.S. Supreme Court ruled that the President cannot use broad emergency powers under IEEPA to impose sweeping tariffs without Congress's approval. Estimates suggest up to $175 billion in tariff collections could be subject to refund claims. In the March edition of On The Mark, Kezia Samuel, CFA, CAIA, Chief Market Strategist, unpacks what the ruling means for the economy, financial markets, and investors. Read the full commentary: bit.ly/40dHpFq #AssetMark #MarketInsights #OnTheMark

A background check for your investment solutions. Trust departments face growing demands managing portfolios, regulatory requirements, and client expectations. Outsourcing investment management can free up time, reduce risk, and enhance client experience. At AssetMark, our due diligence never rests. We evaluate every investment manager multiple times per year using the Five P’s—People, Philosophy, Process, Portfolio Construction, Performance—ensuring the status quo remains or flag concerns that need addressing. Scale your trust operations with confidence and deliver consistent, modern solutions to your clients. Learn More About Our Investment Solutions. Learn more about our investment solutions: bit.ly/4rLnTfj #AssetMark #BankTrust #InvestmentManagement #Outsourcing #WealthManagement #DueDiligence

Watch this two-minute update from AssetMark CIO Christian Chan with his take on the Iran conflict and the potential impact on the economy, markets, and your investments. #AssetMark #CIOUpdate