Christian Chan, Chief Investment Officer of #AssetMark, shares insights with MarketWatch on why investors shouldn’t worry. Despite consumer prices rising slightly more than expected, the Fed's rate-cutting path remains intact. Strong growth and steady rate cuts could be positive news for equities. Read more: https://lnkd.in/d4H_cAxs
AssetMark
Financial Services
Concord, California 18,631 followers
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About us
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
- Website
-
https://www.assetmark.com/
External link for AssetMark
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Concord, California
- Type
- Public Company
Locations
Employees at AssetMark
Updates
-
Advisors face increasing pressure to deliver more services without raising fees, but there's a solution. In this InvestmentNews article, AssetMark's Head of Client Growth, Matt Matrisian, MBA, shares key strategies for scaling your business, optimizing profitability, and meeting clients' rising expectations. Discover his insights on how to tackle margin compression and position your practice for sustainable growth. Read more here: https://lnkd.in/gcUBCDjP #WealthManagement #FinancialAdvisors #BusinessGrowth #AssetMark
Helping advisors tackle margin compression
investmentnews.com
-
Time for a proactive cash strategy to help clients optimize for safety, liquidity, and typically better returns than bank deposits. Ask about AssetMark’s competitive products, specialist support, and sales resources. https://lnkd.in/gjbcqpys #cashsolutions #shareofwallet #cashstrategy #cashproducts #AssetMark
-
It’s not every day you catch our President and CEO, Michael Kim, and Head of Client Growth, Matt Matrisian, MBA, in action—especially when they’re filming for some exciting upcoming campaigns! From strategic insights to spontaneous laughs, these two leaders know how to bring both their A-game and good vibes to the set. #LeadershipInAction #BehindTheScenes #AssetMark
-
In a recent ThinkAdvisor article, Lou Maiuri, Chairman and Group CEO, and Michael Kim, President and CEO of AssetMark, shared their vision for the firm’s future following the GTCR acquisition. They discussed plans to expand capabilities in liquidity management and alternative investments, all while staying true to our mission of empowering financial advisors. With GTCR’s support, AssetMark is set to bring new resources and innovation to help advisors thrive in a competitive, tech-driven landscape. Read more: https://lnkd.in/gQ4p_Wx9 #AssetMark #WealthManagement #Innovation #GTCR #FinancialAdvisors #ThinkAdvisor
How Private Equity Ownership Will and Won't Change AssetMark | ThinkAdvisor
thinkadvisor.com
-
Introducing: AssetMark CD Plus™. CDs available through a network of banks with competitive returns and extended FDIC insurance up to $10M per term per week.* *FDIC insurance varies by term, with an overall total limit of $50 million per Tax ID. Penalties apply for early withdrawals before maturity date of the CD. AssetMark Cash Specialists can help you customize a proposal. https://bit.ly/3Mc1kNN #cashsolutions #shareofwallet #cashstrategy #cashproducts #AssetMark
-
In a competitive landscape, financial advisors must ensure their fees align with the value they deliver. In his recent article, AssetMark’s Matt Matrisian, MBA, discusses how regular fee adjustments can enhance profitability without compromising client relationships. By conducting thorough audits, embracing empathetic conversations, and exploring flexible service models, advisors can find the balance between growth and satisfaction. Learn how these strategies can empower you to optimize your business while keeping clients happy. Read more: https://lnkd.in/dpMC3354
How Client Fee Adjustments Can Boost Advisor Firm Profits
fa-mag.com
-
Take 2 minutes to hear AssetMark CIO Christian Chan explain how the recent Fed cut supports the jobs market. Plus, inflation is still slowly gliding toward the Fed’s 2% target. https://bit.ly/4epHprf #AssetMark #ChristianChan #CIOUpdate
AssetMark 2-Minute CIO Update: Jobs Win with Rate Cuts (October 2024)
https://www.youtube.com/
-
AssetMark expands suite of Cash Solutions. Choose from cash accounts and short-term investments to customize for safety, liquidity, and competitive returns. Make cash management essential to your practice. https://lnkd.in/gjbcqpys
Cash Solutions | AssetMark
assetmark.com
-
Our Encino office supported The Surfrider Foundation with a rewarding beach clean-up in Santa Monica, focused on protecting and preserving the world’s oceans and beaches for future generations. It was an afternoon of meaningful action, and we’re proud to have played a part in keeping our coastline clean. A big thank you to everyone who joined us! #Community #Volunteering #GiveBack #AssetMark