Gold has set new records in 2024 in the midst of rising global tensions, a looming presidential election, and interest rate uncertainty. Apart from its shine, is gold a good investment? In this edition of On The Mark, Kezia Samuel, CFA, CAIA, Deputy Chief Investment Strategist, answers that question by looking at a brief history of gold, its relationship with the U.S. dollar, and inflation, as well as ways to add gold to portfolios beyond owning the physical asset. https://bit.ly/3UKtZgL #investments #financialadvisors
AssetMark
Financial Services
Concord, California 16,582 followers
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About us
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
- Website
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https://www.assetmark.com/
External link for AssetMark
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Concord, California
- Type
- Public Company
Locations
Employees at AssetMark
Updates
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We're thrilled to highlight Bonnie Ha, our L&D Talent Development Program Coordinator, during #AAPIHeritageMonth! Bonnie's passion for fostering talent development and driving organizational learning has been vital to our team's success.
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During National Cancer Research Month, we honor David Shober, one of our Community Inspiration Award recipients, for supporting Aquilino Cancer Center in Rockville, MD. The Center is an outpatient community promoting physical, mental, and spiritual healing. Please help us congratulate David on his award and outstanding contributions that support caring for those with cancer. #AssetMark #Community #Celebrate #Award
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📢 AssetMark is excited to share that we recently received 3rd place from Phoenix Business Journal Healthiest Employers® in the Healthiest Employer of the Valley (Phoenix) awards event for Midsize Firms (500-1,499 employees) sponsored by Cigna Healthcare. We improved by one position from last year! The Healthiest Employers award program is a comprehensive online assessment to evaluate company performance spanning six key areas of health and well-being. We are honored to be recognized for our dedication to prioritizing the health and wellness of our team members. We encourage our associates and their loved ones to take advantage of opportunities to invest in their health and discover the power of vitality this year! A special thank you to members of our Wellness Committee who attended the event (with smiles!) to celebrate AssetMark. 💙 #healthiestemployer #community
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This week, as part of the #AAPIHeritageMonth, we're recognizing Chandan Mukherjee, VP of Client Operations Technology within IT - Applications. Chandan's path at #AssetMark exemplifies innovation. He has revolutionized tech solutions, empowered our operations, and continues to inspire us all. Join us in celebrating Chandan and the diverse talents of our AAPI community!
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The 3rd Annual Adhesion Wealth Advisor Summit in San Antonio was a huge success! Michael Kim, CEO of AssetMark, shared powerful insights on achieving shared wins. What an inspiring way to celebrate Adhesion's 25th anniversary! #AdhesionWealth #WinningTogether #25YearsStrong
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Kudos to AssetMark's own Bain Staples, Sr. Gold Case Manager, for completing a challenging 56-mile ride in the Tour de Cure AZ, supporting the fight to end diabetes for the American Diabetes Association! 🌟 His team, Cam Speeds CC, rallied to raise an impressive $8,785, earning a spot among Arizona's top 3 fundraising teams! #AssetMark Charitable Giving proudly sponsored Bain in this endeavor. Congratulations, Bain and team, on a successful ride! Here's to more impactful journeys ahead! 🚴♂️💪 #tourdecureaz #tourdecure #adatourdecure #diabetesawareness #pedalforapurpose
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#AssetMark can’t wait to meet institutional #wealthmanagers at the Texas Bankers Association 139th annual convention in #Arlington, TX this week. If you’re there, stop by our booth to learn more about the bank channel trust convergence thanks to our new collaboration with Cheetah. #wealthmanagement #financialservices #LoneStarState
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We are thrilled to announce that AssetMark has been named a finalist for the Wealthtech Provider of the Year award in the 2024 InvestmentNews #ExcellenceAwards! This recognition is a tremendous honor, and it reflects our dedication to providing innovative wealthtech solutions that empower advisors to deliver exceptional value and support to their clients. We're grateful for the opportunity to compete alongside other industry leaders, and we look forward to the announcement of the winner! Congratulations to all the finalists! #AssetMark #WealthTech #ExcellenceAwards #FinancialServices #InvestmentNewsAwards
2024 Excellence Awardees | IN | InvestmentNews Awards
https://investmentnewsawards.com
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This #APIHeritageMonth, we'd like to celebrate some of our team members and share their career journeys and how their background influences them. Today, we are showcasing Godman Tan who is a true leader in our Wealth Advisory Services team. Godman's journey at AssetMark is one of excellence and dedication to client success.