AssetMark

AssetMark’s Talent Acquisition team and DIB Council collaborated with the Charlotte-based The Black Tech Initiative to host a Financial Literacy event for local tech professionals. Attendees participated in discussions focused on financial education, career development, and connection. The event introduced attendees to AssetMark’s career opportunities and expanding presence in Charlotte, while supporting efforts to connect with diverse talent in our communities. #AssetMark #Community #BlackTechInitiative #CharlotteNC #FinancialLiteracy #CareerGrowth

How did the markets perform in the third quarter? Which sectors drove the momentum, and which ones lagged behind? More importantly, what key trends should be on your radar moving forward? Take a deep dive Beyond The Numbers with AssetMark Chief Market Strategist Kezia Samuel, CFA, CAIA. #AssetMark #BeyondTheNumbers #KeziaSamuel

We’re proud to share that AssetMark has been named a finalist in the ThinkAdvisor 2025 Luminaries Awards for Product or Service Innovation in Investment Management! Our Direct Indexing solution (ADI) is helping advisors meet the evolving needs of younger investors by delivering personalized portfolios at scale—without the operational complexity. ADI blends active and passive strategies, balances tax sensitivity with performance, and empowers advisors to focus on what matters most: their clients. Personalized investing is transforming the industry—and AssetMark is leading the way. #ThinkAdvisorLuminaries #DirectIndexing #AdvisorInnovation #AssetMark

How familiar are you with Self-Directed Brokerage Accounts? Did you know SDBAs provide advisors a flexible way to meet clients’ unique needs? #RetirementPlanning #SDBA #FinancialAdvisor #AssetMark #WealthManagement

Investors continued to show confidence in the U.S. market, despite ongoing economic uncertainty. This led to a third quarter that was less volatile than the second. The S&P 500 climbed 8%, driven in part by the Fed cutting the interest rate by 25 basis points and strong earnings from AI-driven spending. Read the full blog for a comprehensive view of the quarter’s resilience and key takeaways from AssetMark’s investment team as we look to the rest of 2025. https://bit.ly/4nUwgn8 #AssetMark #Q32025 #MarketInsights #FinancialAdvisors #InvestmentStrategy #WealthManagement #GlobalMarkets #EconomicTrends #BigTech #AI

Fee compression is reshaping the advisory landscape—but it’s also creating space for innovation. InvestmentNews spoke with Phill Rogerson, CFA, AssetMark’s Head of RIA, about how advisors are expanding their service offerings to stay competitive and deepen client relationships. “RIAs are being asked to provide a broader array of services—and as they do, they can command more fees from the marketplace,” says Phill Rogerson. “AssetMark is the easy button to help firms compete with the largest players in the market.” Read Phill’s full perspective: https://bit.ly/4haQTIX #RIAgrowth #AdvisorSuccess #FeeCompression #FintechLeadership

AssetMark is excited to sponsor the Money Management Institute's Annual Conference, taking place October 15-17 in Washington, DC! This premier event brings together leaders from across the investment advisory industry to explore the emerging trends and innovative strategies shaping the future of asset and wealth management. Join us by registering for the event: https://bit.ly/3J2z81Z #MMIAnnualConference #AssetManagement #WealthManagement #AdvisorySolutions

Morning Compass: The investor’s guide to the week ahead in the markets. The S&P 500’s AI- and tech-led run is hitting a major milestone this month. Historically, when bull markets make it past their third birthday, they’ve gone on to post more gains the following year (bumps included). As Q3 earnings season kicks off with big banks, Kezia Samuel, CFA, CAIA, Chief Market Strategist at AssetMark, asks, "Will profit resilience keep this bull running?” Don’t forget to share this Morning Compass update with your clients. #MorningCompass #AssetMark #Markets #Investing #EarningsSeason #SP500 #BullMarket

We were honored to host an exclusive gathering of senior leaders of enterprise advisory firms in Chicago for the AssetMark Leaders’ Summit 2025. Over three days of dialogue and connection, attendees explored strategies for scaling with confidence, enhancing talent, and driving long-term growth across the wealth management industry. The Leaders’ Summit continues to provide space for candid dialogue, fresh perspective, and actionable ideas that help strengthen enterprise firms and shape the future of wealth management. Thank you to our speakers and attendees for making #AssetMarkLeadersSummit 2025 such a success!

Did you know? Self-Directed Brokerage Accounts (SDBAs) provide eligible clients with more control, selection, and flexibility in retirement planning. Learn how advisors are using SDBAs to help strengthen client relationships. Read the Guide: https://bit.ly/48kwgI4 #SDBA #FinancialAdvisorTips #AssetMark #WealthManagement #RetirementPlanning