AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management ServicesCONCORD, 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.
AssetMark Appoints Erin Wood as Senior Vice President of Advanced PlanningCONCORD, 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.
AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar WealthCONCORD, 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.
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management PlatformTIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors
AssetMark Launches Morningstar Wealth Investment Strategies for Financial AdvisorsA suite of new strategies added to AssetMark platform to help advisors serve their clients.
July AMK ReportCONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark Enhances Advisor Offerings with Expanded Cash Solutions SuiteCONCORD, 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.
AssetMark Reports $119.4B Platform Assets for Second Quarter 2024CONCORD, Calif., July 18, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) today announced financial results for the quarter ended June 30, 2024.
June AMK ReportCONCORD, Calif., July 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP BusinessCONCORD, 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).
May AMK ReportCONCORD, Calif., June 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark Announces 2024 Practice Excellence Award RecipientsCONCORD, 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.
April AMK ReportCONCORD, Calif., May 14, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark Reports $116.9B Platform Assets for First Quarter 2024CONCORD, Calif., May 01, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) today announced financial results for the quarter ended March 31, 2024.
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the FirmLOS ANGELES, April 25, 2024 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in AssetMark Financial Holdings, Inc. (“AssetMark” or “the Company”) (
NYSE: AMK) for potential breaches of fiduciary duty on the part of its directors and management.
AssetMark Signs Definitive Agreement to be Acquired by GTCR
AssetMark Financial Holdings, Inc. (
NYSE: AMK) (“AssetMark” or “Company”), a leading wealth management technology platform for financial advisors, today announced that it has signed a definitive agreement to be acquired by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth and asset management.
March AMK ReportCONCORD, Calif., April 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark Honors Financial Advisors with Community Inspiration AwardAssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local charities
February AMK ReportCONCORD, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem EnhancementsThe new eWealthManager® homepage aims to help advisors manage their businesses more efficiently
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023CONCORD, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) today announced financial results for the quarter ended December 31, 2023.
January AMK ReportCONCORD, Calif., Feb. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (
NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
AssetMark to Announce Fourth Quarter 2023 Results on February 21, 2024CONCORD, 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.
