@AssetMark

Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.

 Concord, CA
assetmark.com
Joined November 2013
  • Tweets4.6K
  • Following403
  • Followers1.7K
3.7KMedia
As @AssetMark celebrates another record-setting quarter, incoming CEO Michael Kim sets an aggressive advisor headcount goal for 2026. @justinlmack #wealthmanagement #financialadvisors #wealthtech #fintech bit.ly/3skWCaj
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AssetMark retweeted
CFP Board
@CFPBoard19 Oct 2023
🎊 Congratulations to the recipients of the @AssetMark Nov. 2023 CFP® Exam Scholarship! Join us in wishing them the best as they take the CFP® exam. See all of recipients here: bit.ly/46BsjLI
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AssetMark retweeted
CFP Board
@CFPBoard12 Oct 2023
CFP Board’s @JoeMaugeri1, CFP®, leads a conversation with Phillip Hecker, CEO of @BentoEngine, and Rico Casares, CFP®, Director at @AssetMark, on how they are meeting the demand for personalized investment strategies. #CFPConference
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AssetMark retweeted
CFP Board
@CFPBoard24 Aug 2023
Are you a woman from an underrepresented community in the #financialplanning profession looking to retake the #CFPexam in November? Apply for the @AssetMark 2023 CFP® Exam Scholarship by Aug. 27 to pay only $200 at early bird registration: bit.ly/45v6Kej
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As @AssetMark celebrated year-over-year increases in platform assets, financial advisors are getting much of the credit @justinlmack #wealthmanagement #financialadvisors #wealthtech #fintech trib.al/qMNQVb3
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AssetMark retweeted
VettaFi
@Vetta_Fi1 Mar 2023
Replying to @AssetMark
@AssetMark's Kezia Samuel & Rico Casares join us on the latest #GainingPerspectives podcast Tune in now for tips to grow your practice ⤵️ advisorperspectives.com/podc…
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AssetMark retweeted
FFP@PowerProBono8 Mar 2023
FFP is proud to announce that @AssetMark has joined our Corporate 100 Club as a supporting sponsor of FFP's Communities of Color Initiative, helping connect more diverse families to pro bono financial planning services. Learn more here! ffpprobono.org/our-work/nati… #PowerProBono

HELPING COMMUNITIES OF COLOR

ffpprobono.org
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Invest in Others has supported nonprofits through Grants for Change and the IiO Awards in 47 states since 2007 and sponsors like @AssetMark make that possible. Thanks to IiO Board Member Michael Kim and the rest of the team for your continued support!
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Register bit.ly/3XhwGGP for @WomeninETFs Breakfast event with Natalie Wolfsen CEO @AssetMark and Yie-hsin Hung CEO @StateStreetGA on Feb 6th 7-8:30am @NobuMiamiBeach Women and men – not a member of @WomeninETFs apply bit.ly/3DK89jZ
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.@AssetMark is among Citywire Pro Buyer's list of Top 20 Most Influential Gatekeepers! The firm offers advisors both third-party run model portfolios and those overseen by its own team, led by chief investment strategist Zoe Brunson. Full list: digital.citywire.com/most-in…
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Fresh off the podium, Anthony DiRito of @AssetMark is making media with @InvestmentNews at the #inriasummit
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Applying Innovative Solutions Will Help Advisors Out with Michael Kim ow.ly/zc1650Kjwe2 @AssetMark @kingswood_US
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In an interview with Citywire on Thursday, @AssetMark chief executive Natalie Wolfsen broke down the firm’s efforts to diversify its revenue stream and clamp down on spending in a challenging market environment. citywireusa.com/registered-i…
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‘Adhesion’s platform provides a more flexible, modular offering valued by larger RIAs. Simply put, we’ll have expanded our advisor total addressable market by three times through the acquisition' said @AssetMark CEO Natalie Wolfsen ow.ly/9Oxi50Kc2VR citywireusa.com/registered-i…
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Join us for the free webcast today, 6/23 at 4pm ET, for a discussion on how you can stay focused on your practice while considering or in the middle of transitioning to an independent model. Register Now: bit.ly/3bpMmEA @BenjiWriter #INWebcasts #Sponsored by @AssetMark
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Leading a company as CEO takes dedication, talent, and tenacity. What are the finer details which make a successful CEO? This week at WSR, we spoke with Natalie Wolfsen, CEO of @AssetMark, in order to find out! #WealthManagement #industrynews #leadership wealthsolutionsreport.com/20…
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We took time out of this week to attend @AssetMark's Business Mastery in Philadelphia! We enjoyed interacting with the panel and peers, making new connections with peers in our industry and learning of new resources available for us! Thanks to AssetMark for a great event!
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This morning @AssetMark hosted our first in-person board meeting in two years. We took in the panoramic views of downtown Concord and Mt. Diablo from their conference room and Zoomed in members who could not join us. It was great to have #TeamEBLC back together.
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Live now at the virtual #INRIALabs is our Breakout Discussion Rooms. Engage with your peers in a thoughtful discussion on tech integration lead by Chuck Failla @SF_Group_Inc, Matt Matrisian & Tom McCarthy @AssetMark. lnkd.in/dZVUbvS2
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Great article by the team @ @RIAIntel & @HollyLDeaton on @AssetMark making some badass moves for their advisors. Giving TAMP advisors an easier way to win and onboard clients is a win-win-win. riaintel.com/article/b1wt7w8…
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