Recent Awards AssetMark received the ThinkAdvisor 2024 Luminaries Award for Innovation in Business Development, showcasing recognition for its Tax Management Services. This achievement highlights the company's dedication to innovation and excellence, providing a potential avenue to engage with new clients interested in cutting-edge financial solutions.

Strategic Acquisition With the recent acquisition of Morningstar Wealth's Turnkey Asset Management Platform assets, AssetMark has expanded its investment solutions, adding $12 billion in assets to its platform. This strategic move not only enhances its offerings but also opens up opportunities to connect with financial advisors looking for a wider range of investment options for their clients.

Advanced Planning Focus AssetMark appointed Erin Wood as Senior Vice President of Advanced Planning, emphasizing tailored strategies for estate planning, tax efficiency, and multi-generational wealth transfer. This emphasis on advanced planning services presents a compelling proposition for engaging with advisors seeking comprehensive financial solutions for their high net-worth clients.

Technology Integration AssetMark integrated TIFIN AI capabilities into its wealth management platform, enabling highly personalized solutions for financial advisors. This technological advancement positions the company as a forward-thinking partner, potentially attracting advisors interested in leveraging cutting-edge AI-driven tools to enhance client outcomes.

Industry Collaboration By partnering with Cheetah to deliver a unified wealth management solution, AssetMark has demonstrated a commitment to driving growth and efficiency for financial institutions like First State Bank. This collaboration opens up avenues for engaging with institutions looking to streamline their wealth management processes and increase operational effectiveness.