We collect your information when you visit this website. For more information, view our privacy page. I Understand ADVISOR SUPPORT LOGIN GET STARTED Help Your Investors Meet Their Goals Deliver a roadmap to your investors’ desired future through financial planning. REQUEST A CONSULTATION AssetMark’s Financial Planning Support Market volatility, investor anxiety, fear of missing out—help your investors identify and meet their goals as their circumstances evolve and change. Data-Based Planning Use bank, investment, loan, and financial account data to inform your client’s financial plan. Contingency Planning Evaluate the impact of external events and life changes on your client’s financial plan. Detailed and Actionable Whatever your client’s goals—home ownership, early retirement, debt repayment—show them how to get there. 0 Hours saved per week when outsourcing investment management 0 % Growth in assets under management on average 0 % Respondents reporting that outsourcing improved their client relationships Considering Outsourced Financial Planning? Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients. DOWNLOAD THE WHITEPAPER DOWNLOAD THE STUDY HIGHLIGHTS AssetMark Blog NOVEMBER 10, 2020 Opportunities for Advisors Abound Despite Market Impact of COVID-19 Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes... DECEMBER 11, 2020 Rethinking Your “Giving Season” Philosophy As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even... DECEMBER 28, 2020 5 Tips to Grow Your Practice When You’re Feeling Overwhelmed Your clients have placed their financial future in your hands—that's a serious responsibility. In order to provide the level of service your clients deserve, you need to... VIEW ALL BLOG POSTS For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Become an RIA For Your Clients Educate Finance Planning Administration Platform Digital Sales & Service Investment Management Retirement Services for Business Transition Support Who We Serve Independent Advisors Advisor Teams Registered Investment Advisors Resource Center Blog Improve Your Practice Regulatory Updates Webinars Events About Company Careers Contact Us Investor Relations Security and Privacy Forms and ADV Terms and Conditions AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information. © 2021 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)