AssetMark

Artificial intelligence may be a useful tool for financial advisors, but it will not solve their every problem. There are three ways that financial advisors can use AI to their utmost benefit, AssetMark and Wealthmanagement.com say in a report: optimizing lead generation, segmenting the market and...

A technology provider to wealth management firms is among the companies testing the waters in the public markets this week.  The IPO Terms Concord, California-based AssetMark Financial Holdings, Inc. proposes to offer 12.5 million shares in an IPO, with 6.25 million shares offered by the...

Every financial advisor wants to better serve his or her clients and help them achieve their financial goals. To that end, advisors are increasingly incorporating new and exciting technological solutions that improve client service. From better visualization tools, to automated processes, to...

Financial advisors often struggle to communicate with their investor clients about the various strategies that make up the client’s portfolio. AssetMark exists to make the work advisors do, easier to understand and more transparent. AssetMark’s recently announced partnership with...