AssetMark Financial Holdings Inc (N:AMK)

Mar 11, 2024 04:15 pm ET
February AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of February 2024 include: Platform assets of $113.3 billion at the end of February, up 20.1%...
Mar 04, 2024 04:15 pm ET
AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements
AssetMark, a leading provider of wealth management solutions powering independent financial advisors and their clients, today announced the launch of its Advisor Dashboard, the new central hub of AssetMark’s digital platform. Designed to deliver...
Feb 21, 2024 04:15 pm ET
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended December 31, 2023. Fourth Quarter 2023 Financial and Operational Highlights Net income for the quarter was $34.6 million, or $0.47 per...
Feb 12, 2024 04:15 pm ET
January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of January 2024 include: Platform assets of $109.7 billion at the end of January, up 14.5% year-over-year.Net...
Feb 08, 2024 04:15 pm ET
AssetMark to Announce Fourth Quarter 2023 Results on February 21, 2024
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2023, after the U.S. market close on Wednesday, February 21, 2024. AssetMark will host a conference call and...
Jan 16, 2024 04:15 pm ET
AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients
AssetMark, a wealth management platform powering independent financial advisors and their clients, today announced the launch of its new Tax Management Services, a testament to its commitment to advisors' needs and preferences. The comprehensive...
Jan 10, 2024 04:15 pm ET
December AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of December 2023 include: Platform assets of $108.9 billion at the end of December, up 19.0% year-over-year.Net...
Dec 11, 2023 04:15 pm ET
November AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of November 2023 include: Platform assets of $104.1 billion at the end of November, up 19.5% year-over-year.Net...
Nov 29, 2023 04:15 pm ET
AssetMark to Attend the Goldman Sachs Financial Services Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 5th in New York, NY. The Company will be hosting one-on-one and group meetings....
Nov 13, 2023 04:15 pm ET
October AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of October 2023 include: Platform assets of $97.8 billion at the end of October, up 18.1% year-over-year.Net...
Nov 06, 2023 04:15 pm ET
AssetMark Reports $99.6B Platform Assets for Third Quarter 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2023. Third Quarter 2023 Financial and Operational Highlights Net income for the quarter was $38.4 million, or $0.52...
Nov 02, 2023 04:15 pm ET
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
AssetMark (NYSE: AMK), a leading provider of wealth management and technology solutions for financial advisors, today announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services....
Oct 24, 2023 04:15 pm ET
AssetMark to Announce Third Quarter 2023 Results on November 6, 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2023, after the U.S. market close on Monday, November 6, 2023. AssetMark will host a conference call and...
Oct 12, 2023 05:12 pm ET
AMK Investigation: Assetmark Financial Holdings, Inc. Shareholders Should Contact Robbins LLP for Information about the Firm's Investigation
Shareholder rights law firm Robbins LLP is investigating Assetmark Financial Holdings, Inc. (NYSE:AMK) to determine whether certain Assetmark officers and directors violated securities laws and breached fiduciary duties to shareholders. AssetMark...
Oct 10, 2023 04:15 pm ET
September AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of September 2023 include: Platform assets of $99.6 billion at the end of September, up 25.4% year-over-year.Net...
Oct 03, 2023 01:24 pm ET
Assetmark Financial Holdings, Inc. Investors: Robbins LLP is Investigating AMK on Behalf of Shareholders
Shareholder rights law firm Robbins LLP is investigating Assetmark Financial Holdings, Inc. (NYSE:AMK) to determine whether certain Assetmark officers and directors violated securities laws and breached fiduciary duties to shareholders. AssetMark...
Sep 11, 2023 04:15 pm ET
August AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of August 2023 include: Platform assets of $102.2 billion at the end of August, up 21.1% year-over-year.Net...
Sep 08, 2023 04:00 pm ET
AssetMark Names Michael Kim Chief Executive Officer
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that, in line with the AssetMark Board of Directors’ established succession plan, Michael Kim has been named the company’s new Chief Executive Officer, effective immediately. Mr. Kim...
Aug 10, 2023 04:15 pm ET
July AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of July 2023 include: Platform assets of $103.2 billion at the end of July, up 19.6%...
Aug 02, 2023 04:15 pm ET
AssetMark Reports $100.8B Platform Assets for Second Quarter 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2023. Second Quarter 2023 Financial and Operational Highlights Net income for the quarter was $32.9 million, or $0.44 per...
Jul 24, 2023 01:19 pm ET
AssetMark to Announce Second Quarter 2023 Results on August 2, 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2023, after the U.S. market close on Wednesday, August 2, 2023. AssetMark will host a conference call and webcast...
Jul 10, 2023 04:15 pm ET
June AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of June 2023 include: Platform assets of $100.8 billion at the end of June, up 22.8% year-over-year.Net flows...
Jun 12, 2023 04:15 pm ET
May AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of May 2023 include: Platform assets of $96.4 billion at the end of May, up 10.9% year-over-year.Net flows were...
May 25, 2023 04:15 pm ET
AssetMark to Attend the 43rd Annual William Blair Growth Stock Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the 43rd Annual William Blair Growth Stock Conference on June 6th and 7th in Chicago, IL. The Company will host one-on-one and group meetings....
May 11, 2023 01:00 pm ET
AssetMark Launches First Trust Investment Strategies for Financial Advisors
AssetMark (NYSE: AMK), a leading provider of wealth management and technology solutions for financial advisors, today announced the addition of First Trust, one of the industry's largest actively managed exchange-traded fund (ETF) providers and...
May 10, 2023 04:15 pm ET
April AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of April 2023 include: Platform assets of $96.9 billion at the end of April, up 12.7% year-over-year.Net flows...
May 08, 2023 12:15 pm ET
AssetMark Announces 2023 Practice Excellence Award Recipients
AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the recipients of its 2023 Practice Excellence Awards. These awards, now in their sixth year, recognize financial advisory firms that have made...
May 03, 2023 04:15 pm ET
AssetMark Reports $96.2B Platform Assets for First Quarter 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2023. First Quarter 2023 Financial and Operational Highlights Net income for the quarter was $17.2 million, or $0.23 per...
May 02, 2023 09:15 am ET
AssetMark Releases Second Annual Environmental, Social and Governance (ESG) Report for 2022
AssetMark today released its 2022 ESG Report, detailing the firm’s progress in creating value for key stakeholders through environmental, social, and governance commitments. Highlights of the report include: Enabling advisors to meet the growing...
Apr 27, 2023 01:00 pm ET
AssetMark's Carrie Hansen Named COO of the Year at the OnCon Icon Awards
AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, is excited to announce that Carrie Hansen, the company's Executive Vice President and Chief Operating Officer, has been named COO of the Year for the 2023 OnCon...
Apr 20, 2023 04:15 pm ET
AssetMark to Announce First Quarter 2023 Results on May 3, 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2023, after the U.S. market close on Wednesday, May 3, 2023. AssetMark will host a conference call and webcast...
Apr 17, 2023 01:00 pm ET
AssetMark Honors Financial Advisors with Community Inspiration Award
AssetMark, Inc. (NYSE: AMK), a leading wealth management platform for financial advisors, announced the recipients of its Community Inspiration Award at the firm's premier Gold Forum conference in Scottsdale, Arizona. The annual Community...
Apr 10, 2023 04:15 pm ET
March AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of March 2023 include: Platform assets of $96.2 billion at the end of March, up 5.9% year-over-year.Net flows...
Apr 03, 2023 12:00 pm ET
AssetMark Names Josh Armey Executive Vice President of Corporate Strategy
AssetMark (NYSE: AMK) today announced the appointment of Josh Armey as Executive Vice President and Head of Corporate Strategy. In his new role, Armey will serve as a member of the firm's Executive Committee and will work with leaders across the...
Mar 13, 2023 04:15 pm ET
February AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of February 2023 include: Platform assets of $94.3 billion at the end of February, up 5.4% year-over-year.Net...
Feb 22, 2023 04:15 pm ET
AssetMark Reports $91.5B Platform Assets for Fourth Quarter 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter and full year ended December 31, 2022. Fourth Quarter 2022 Financial and Operational Highlights Net income for the quarter was $25.6 million, or...
Feb 13, 2023 04:15 pm ET
January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of January 2023 include: Platform assets of $95.8 billion at the end of January, up 5.9% year-over-year.Net...
Feb 10, 2023 01:15 pm ET
AssetMark to Announce Fourth Quarter 2022 Results on February 22, 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2022, after the U.S. market close on Wednesday, February 22, 2023. AssetMark will host a conference call and...
Jan 10, 2023 02:30 pm ET
December AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Included in this month’s AMK report are metrics from Adhesion Wealth Advisor Solutions, Inc. (“Adhesion”), which closed on December 15, 2022....
Dec 15, 2022 09:00 am ET
AssetMark Completes Acquisition of Adhesion Wealth
AssetMark announced today the completion of its acquisition of Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises, TAMPs and asset managers. “AssetMark and Adhesion are officially united in...
Dec 13, 2022 04:15 pm ET
November AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of November 2022 include: Platform assets of $87.1 billion at the end of November, down 3.0% year-over-year.Net...
Nov 15, 2022 04:15 pm ET
AssetMark Deepens Commitment to ESG with Sustainability-Linked Loan
AssetMark Financial Holdings, Inc, a leading wealth management platform for financial advisors, today underscored its commitment to environmental, social and governance (ESG) practices in announcing it has entered into a sustainability linked...
Nov 10, 2022 04:15 pm ET
October AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of October 2022 include: Platform assets of $82.8 billion at the end of October, down 8.3%...
Nov 03, 2022 04:15 pm ET
AssetMark to Participate in Fourth Quarter 2022 Investor Conferences
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in the fourth quarter of 2022: On November 8, the Company will host one-on-one and group meetings at the Wolfe...
Nov 01, 2022 04:15 pm ET
AssetMark Reports $79.4B Platform Assets for Third Quarter 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2022. Third Quarter 2022 Financial and Operational Highlights Net income for the quarter was $30.1 million, or $0.41 per...
Oct 20, 2022 04:15 pm ET
AssetMark to Announce Third Quarter 2022 Results on November 1, 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2022 after the U.S. market close on Tuesday, November 1, 2022. AssetMark will host a conference call and...
Oct 10, 2022 04:15 pm ET
September AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of September 2022 include: Platform assets of $79.4 billion at the end of September, down 8.5%...
Sep 12, 2022 04:15 pm ET
August AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of August 2022 include: Platform assets of $84.4 billion at the end of August, down 4.6% year-over-year.Net...
Aug 10, 2022 04:15 pm ET
July AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of July 2022 include: Platform assets of $86.3 billion at the end of July, up 0.2% year-over-year.Net...
Aug 03, 2022 04:15 pm ET
AssetMark Reports $82.1B Platform Assets for Second Quarter 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2022. Second Quarter 2022 Financial and Operational Highlights Net income for the quarter was $25.3 million, or $0.34 per...
Jul 21, 2022 04:15 pm ET
AssetMark to Announce Second Quarter 2022 Results on August 3, 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2022 after the U.S. market close on Wednesday, August 3, 2022. AssetMark will host a conference call and webcast...
Jul 11, 2022 04:15 pm ET
June AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of June 2022 include: Platform assets of $82.1 billion at the end of June, down 3.0% year-over-year.Net flows...
Jun 13, 2022 05:00 pm ET
AssetMark to Acquire Adhesion Wealth, Accelerating RIA Offering
AssetMark Financial Holdings, Inc., announced today it has reached an agreement with Vestmark to acquire Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises and asset managers. Adhesion’s platform...
Jun 09, 2022 04:15 pm ET
May AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of May 2022 include: Platform assets of $86.9 billion at the end of May, up 4.7% year-over-year.Net flows...
Jun 08, 2022 04:15 pm ET
AssetMark to Attend the Morgan Stanley US Financials, Payments & CRE Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will attend the Morgan Stanley US Financials, Payments & CRE Conference on Wednesday, June 15 in New York, NY. The Company will host one-on-one and group meetings....
May 10, 2022 04:15 pm ET
April AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of April 2022 include: Platform assets of $86.0 billion at the end of April, up 5.3% year-over-year.Net...
Apr 28, 2022 04:15 pm ET
AssetMark Reports $90.8B Platform Assets for First Quarter 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2022. First Quarter 2022 Financial and Operational Highlights Net income for the quarter was $22.2 million, or $0.30 per...
Apr 25, 2022 10:00 am ET
AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, today underscored its commitment to corporate social responsibility in announcing the launch of a Values-Driven Investing program, as well as the...
Apr 11, 2022 04:15 pm ET
March AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of March 2022 include: Platform assets of $90.8 billion at the end of March, up 15.1% year-over-year.Net...
Apr 11, 2022 10:00 am ET
AssetMark Appoints Christian Chan as Chief Investment Officer
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced it has appointed Christian Chan, CFA® as Chief Investment Officer. In this role, Chan will oversee the investment management and research...
Apr 07, 2022 04:15 pm ET
AssetMark to Announce First Quarter 2022 Results on April 28, 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2022 after the U.S. market close on Thursday, April 28, 2022. AssetMark will host a conference call and webcast...
Mar 14, 2022 10:00 am ET
Advisors say outsourcing leads to better investment solutions and work/life balance, AssetMark study finds
Among advisors who outsource investment management, 92% said they are happy with their decision, up from 83% in 2019, according to a new study from leading wealth management platform AssetMark. AssetMark’s Impact of Outsourcing Study polled...
Mar 10, 2022 04:45 pm ET
February AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of February 2022 include: Platform assets of $89.5 billion at the end of February, up 17.5%...
Mar 02, 2022 04:30 pm ET
AssetMark to Participate in March Investor Conferences
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in March: On March 7, the Company will host one-on-one and group meetings at the 43rd Annual Raymond James...
Feb 15, 2022 04:15 pm ET
AssetMark Reports $93.5B Platform Assets for Fourth Quarter 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter and full year ended December 31, 2021. Fourth Quarter 2021 Financial and Operational Highlights Net income for the quarter was $12.4 million, or...
Feb 15, 2022 06:00 am ET
RightCapital Announces Integration with AssetMark, a Leading Wealth Management Platform
SHELTON, Conn., Feb. 15, 2022 /PRNewswire/ -- RightCapital, the fastest-growing financial planning solution* that provides modern, interactive features for today's financial advisors, announced its API integration with AssetMark (NYSE: AMK), a leading wealth management platform. The integration provides seamless single sign-on access from AssetMark's eWealthManager® platform to RightCapital and saves advisors valuable time by linking and updating AssetMark accounts from within RightCapital.
Feb 10, 2022 04:15 pm ET
January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of January 2022 include: Platform assets of $90.5 billion at the end of January, up 21.3% year-over-year.Net...
Feb 03, 2022 10:00 am ET
AssetMark Launches Marketing Advantage Platform
AssetMark today announced the launch of AssetMark Marketing Advantage, an all-in-one marketing platform that helps financial advisors build relationships and grow their businesses with a robust suite of ready-to-use tools. The omnichannel...
Jan 31, 2022 10:00 am ET
AssetMark Launches Digital Prospecting Capability for Advisors
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, today announced the launch of WealthBuilder℠ Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with...
Jan 20, 2022 04:15 pm ET
AssetMark to Announce Fourth Quarter 2021 Results on February 15, 2022
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2021 after the U.S. market close on Tuesday, February 15, 2022. AssetMark will host a conference call and...
Jan 12, 2022 04:15 pm ET
AssetMark Announces Five Year Credit Facility Extension and Upsize to $500 Million
AssetMark Financial Holdings, Inc. (NYSE: AMK) announced today that it has entered into an Amended and Restated Credit Agreement with ten banks, led by Bank of Montreal as Administrative Agent and Sustainability Coordinator. The agreement provides...
Jan 10, 2022 04:15 pm ET
December AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. In addition, the Company also disclosed its AMK Report – Annual Summary, which can be found by clicking here. Company highlights for the month...
Dec 13, 2021 04:15 pm ET
November AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of November 2021 include: Platform assets of $89.8 billion at the end of November, up 25.1%...
Dec 02, 2021 04:38 pm ET
AssetMark to Attend the Goldman Sachs Financial Services Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 7 in New York, NY. The Company will be hosting one-on-one and group...
Nov 10, 2021 04:15 pm ET
October AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of October 2021 include: Platform assets of $90.3 billion at the end of October, up 35.8%...
Nov 09, 2021 04:15 pm ET
AssetMark Reports $86.8B Platform Assets for Third Quarter 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2021. Third Quarter 2021 Financial and Operational Highlights Net income for the quarter was $12.3 million, or $0.17 per...
Oct 18, 2021 12:00 pm ET
AssetMark CEO Natalie Wolfsen Recognized in San Francisco Business Times’ Most Influential Women in Business of 2021
AssetMark, a leading wealth advisory platform, announced today that CEO Natalie Wolfsen has been honored by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business of 2021. The award honors leaders that exemplify...
Oct 14, 2021 04:15 pm ET
AssetMark to Announce Third Quarter 2021 Results on November 9, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2021 after the U.S. market close on Tuesday, November 9, 2021. AssetMark will host a conference call and...
Oct 11, 2021 04:15 pm ET
September AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of September 2021 include: Platform assets of $86.8 billion at the end of September, up 29.0%...
Sep 20, 2021 09:00 am ET
AssetMark Launches Pooled Employer Plan (PEP)
AssetMark (NYSE: AMK) today announced the recent launch of a Pooled Employer Plan (PEP) available on the AssetMark platform. AssetMark PEP is a 401(k) plan that allows business owners to pool their retirement assets with those of other employers...
Sep 09, 2021 04:15 pm ET
August AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of August 2021 include: Platform assets of $88.5 billion at the end of August, up 30.1% year-over-year.Net...
Sep 07, 2021 10:00 am ET
AssetMark Launches Suite of Separately Managed Accounts
AssetMark (NYSE: AMK) today announced the launch of a suite of separately managed accounts (SMAs) available on the AssetMark platform. Designed to help advisors tailor portfolios for their clients, the curated selection of professionally managed...
Aug 09, 2021 04:15 pm ET
July AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of July 2021 include: Platform assets of $86.1 billion at the end of July, up 31.3% year-over-year.Net...
Jul 28, 2021 04:15 pm ET
AssetMark Reports $84.6B Platform Assets for Second Quarter 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2021. Second Quarter 2021 Financial and Operational Highlights Net income for the quarter was $10.0 million,...
Jul 13, 2021 04:15 pm ET
AssetMark to Announce Second Quarter 2021 Results on July 28, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2021 after the U.S. market close on Wednesday, July 28, 2021. AssetMark will host a conference call and webcast...
Jul 12, 2021 04:15 pm ET
June AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of June 2021 include: Platform assets of $84.6 billion at the end of June, up 33.9% year-over-year.Net...
Jul 01, 2021 04:15 pm ET
AssetMark Closes on the Acquisition of Voyant
AssetMark Financial Holdings, Inc. (NYSE: AMK), a leading provider of wealth management and technology solutions for financial advisors, today announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial...
Jun 10, 2021 04:15 pm ET
May AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of May 2021 include: Platform assets of $83.0 billion at the end of May, up 33.9% year-over-year.Net flows...
Jun 07, 2021 09:30 am ET
AssetMark Names David McNatt Executive Vice President, Head of Investment Solutions
AssetMark (NYSE: AMK) announced it has named David McNatt, CFA, as Executive Vice President, Head of Investment Solutions. He was most recently Senior Vice President, Product Strategy and Management for AssetMark. With this promotion, McNatt joins...
May 25, 2021 04:15 pm ET
AssetMark to Participate in Upcoming Investor Conferences
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in June: On June 1st, the Company will participate at the 41st Annual William Blair Growth Stock Conference.On...
May 10, 2021 04:15 pm ET
April AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of April 2021 include: Platform assets of $81.7 billion at the end of April, up 36.6% year-over-year.Net...
May 04, 2021 04:15 pm ET
AssetMark Reports $78.9B Platform Assets for First Quarter 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2021. First Quarter 2021 Financial and Operational Highlights Net loss for the quarter was $8.9 million, or $0.13 per...
May 03, 2021 09:00 am ET
AssetMark Institutional to Host RIA Summit Providing Deep Dive into RIA Business Models May 25-26
AssetMark (NYSE: AMK) today announced the first AssetMark Institutional RIA Summit. The RIA Summit will bring together thought leaders from across the industry covering a range of topics that matter to RIAs at any stage, from launching an advisory...
Apr 27, 2021 08:00 am ET
AssetMark Launches Alternative Investments by iCapital Network®
AssetMark (NYSE: AMK), and iCapital Networki, today announced the launch of AssetMark Alternative Investments by iCapital, a customized alternative investments service on the AssetMark platform. The solution provides a curated selection of fully...
Apr 20, 2021 09:00 am ET
AssetMark Wins Stevie® Award for Customer Service
AssetMark (NYSE: AMK) today announced it has won a 2021 Silver Stevie Award in the Customer Service Department of the Year - Financial Services (100 or More Employees) category. The Stevie Awards for Sales & Customer Service recognize the...
Apr 15, 2021 04:15 pm ET
AssetMark to Announce First Quarter 2021 Results on May 4, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2021 after the U.S. market close on Tuesday, May 4, 2021. AssetMark will host a conference call and webcast that...
Apr 13, 2021 09:00 am ET
AssetMark Releases 2020 Charitable Giving Report and Honors Financial Advisors with Community Inspiration Award
AssetMark (NYSE: AMK) today announced it has released its 2020 Charitable Giving Report, which details the more than $464,000 it raised through corporate collaborations and through its annual Community Inspiration Award, Summer of Service employee...
Apr 12, 2021 04:15 pm ET
March AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of March 2021 include: Platform assets of $78.9 billion at the end of March, up 40.9% year-over-year.Net...
Apr 06, 2021 09:00 am ET
AssetMark Survey: Fancy Cup of Joe Will be First to Go Say Retirement-Minded Americans
AssetMark (NYSE: AMK) today announced the results of its second quarterly American Financial Experience Survey, designed to gauge the attitudes and opinions of American consumers about various factors that affect their financial picture. In this...
Mar 10, 2021 04:15 pm ET
February AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of February 2021 include: Platform assets of $76.2 billion at the end of February, up 23.5%...
Mar 10, 2021 09:00 am ET
AssetMark Introduces New Channel to Help RIAs Achieve Scale
AssetMark (NYSE: AMK) today announced the launch of AssetMark Institutional, a fully-assembled holistic solution that provides registered investment advisors (RIAs) with a comprehensive set of products, operational support, technology, and...
Mar 01, 2021 04:30 pm ET
Voyant Acquisition Accelerates the AssetMark Financial Wellness Vision
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced it will acquire Voyant, a leading global provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial...
Feb 23, 2021 04:22 pm ET
AssetMark Names Natalie Wolfsen Chief Executive Officer
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that its Board of Directors has named Natalie Wolfsen as the company’s new Chief Executive Officer and Michael Kim as its new President. Both appointments are effective as of March 3,...
Feb 11, 2021 04:15 pm ET
AssetMark Reports Record $74.5B Platform Assets for Fourth Quarter 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter and full year ended December 31, 2020. Fourth Quarter 2020 Financial and Operational Highlights...
Feb 10, 2021 04:15 pm ET
January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of January 2021 include: Platform assets of $74.6 billion at the end of January, up 20.7%...
Jan 25, 2021 04:15 pm ET
AssetMark to Announce Fourth Quarter 2020 Results on February 11, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2020 after the U.S. market close on Thursday, February 11, 2021. AssetMark will host a conference call and...
Jan 21, 2021 09:00 am ET
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
AssetMark (NYSE: AMK) today announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many...
Jan 11, 2021 04:15 pm ET
December AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. In addition, the company also disclosed its AMK Report – Annual Summary, which can be found by clicking here. Company highlights for the month...
Jan 04, 2021 08:30 am ET
AssetMark Closes $250 Million Revolving Credit Facility, Retires Existing Term Loan
AssetMark Financial Holdings, Inc. (NYSE: AMK) announced today that it has entered into a new Credit Agreement with six banks, including Bank of Montreal serving as administrative agent. The Credit Agreement provides for a $250 million secured...
Dec 10, 2020 04:15 pm ET
November AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of November 2020 include: Platform assets of $71.8 billion at the end of November, up 18.5%...
Dec 02, 2020 04:15 pm ET
AssetMark to Participate in Upcoming Investor Conferences
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in December. On December 3rd, the Company will present and participate at the D.A. Davidson FinTech & Payments...
Dec 02, 2020 09:00 am ET
AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and...
Nov 17, 2020 09:00 am ET
AssetMark CEO Charles Goldman to Keynote at FPA of Miami Symposium
AssetMark (NYSE: AMK) today announced Charles Goldman, President and CEO at AssetMark, will present “The Future of Financial Advice” at the Financial Planning Association (FPA) of Miami Symposium taking place virtually on November 19, 2020 at 11...
Nov 12, 2020 09:00 am ET
AssetMark Survey: Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing
AssetMark (NYSE: AMK) today announced the results of its first American Financial Experience Survey, designed to gauge the attitudes and opinions of American consumers about various factors that affect their financial picture. In its first...
Nov 10, 2020 04:16 pm ET
October AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of October 2020 include: Platform assets of $66.5 billion at the end of October, up 12.3%% year-over-year.Net...
Nov 10, 2020 04:15 pm ET
AssetMark Reports $67.3B Platform Assets for Third Quarter 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2020. Third Quarter 2020 Financial and Operational Highlights Net income for the quarter was $8.6 million, or $0.12 per...
Oct 20, 2020 09:00 am ET
AssetMark’s Natalie Wolfsen and Carrie Hansen Win Silver Stevie Awards
AssetMark (NYSE: AMK) today announced that EVP, Chief Operations Officer, President Mutual Funds Carrie Hansen, and AssetMark EVP, Chief Solutions Officer Natalie Wolfsen won Silver Stevie® Awards in the Female Executive of the Year -- Business...
Oct 19, 2020 04:15 pm ET
AssetMark to Announce Third Quarter 2020 Results on November 10, 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2020 after the U.S. market close on Tuesday, November 10, 2020. AssetMark will host a conference call and...
Oct 12, 2020 04:15 pm ET
September AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of September 2020 include: Platform assets of $67.3 billion at the end of September, up 16.2%...
Sep 30, 2020 09:00 am ET
AssetMark Kicks Off Fall with New Marketing and Investor Education Tools for Financial Advisors
AssetMark (NYSE: AMK) today announced the launch of an investor-focused webinar series, complete with marketing resources to promote them, that advisors can tap into to address challenges brought on by the pandemic, drive client satisfaction, and...
Sep 23, 2020 09:00 am ET
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to...
Sep 10, 2020 04:15 pm ET
August AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of August 2020 include: Platform assets of $68.0 billion at the end of August, up 19.1% year-over-year.Net...
Aug 18, 2020 09:00 am ET
AssetMark Launches eService Team and Expands Digital Servicing Tools
AssetMark (NYSE: AMK), today announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its...
Aug 11, 2020 09:00 am ET
AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology
AssetMark (NYSE: AMK) announced that an enhanced securities-backed line of credit (SBLOC) program powered by Supernova TechnologyTM is now available through AssetMark Trust Company, an integrated custodian on the AssetMark platform. The Cash...
Aug 10, 2020 04:15 pm ET
July AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of July 2020 include: Platform assets of $65.6 billion at the end of July, up 15.7% year-over-year.Net flows...
Aug 04, 2020 04:15 pm ET
AssetMark Reports Record $63.2B Platform Assets for Second Quarter 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2020. Second Quarter 2020 Financial and Operational Highlights Net loss for the quarter was $9.3 million, or $0.14 per share.Adjusted...
Jul 15, 2020 04:15 pm ET
AssetMark to Announce Second Quarter 2020 Results on August 4, 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2020 after the U.S. market close on Tuesday, August 4, 2020. AssetMark will host a conference call and webcast that...
Jul 14, 2020 04:15 pm ET
June AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of June 2020 include: Platform assets of $63.2 billion at the end of June, up 12.7% year-over-year.Net flows...
Jun 09, 2020 04:15 pm ET
May AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. This month’s report is being issued earlier than normal to accommodate the company’s participation in an investor conference. Company...
Jun 05, 2020 04:15 pm ET
AssetMark to Attend the Morgan Stanley Virtual U.S. Financials Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Morgan Stanley Virtual U.S. Financials Conference on Wednesday, June 10th.  The Company will be presenting at the conference on June 10th at...
May 14, 2020 04:15 pm ET
April AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of April 2020 include: Platform assets of $59.8 billion at the end of April, up 8.9%...
May 05, 2020 04:15 pm ET
AssetMark Reports Record Net Flows for First Quarter 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended March 31, 2020. First Quarter 2020 Financial and Operational Highlights Net income for the quarter was $2.7 million, or $0.04 per...
Apr 13, 2020 04:15 pm ET
March AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of March 2020 include: Platform assets of $56.0 billion at the end of March, up 12.7% year-over-year.Net...
Apr 06, 2020 04:15 pm ET
AssetMark to Announce First Quarter 2020 Results on May 5, 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2020 after the U.S. market close on Tuesday, May 5, 2020. AssetMark will host a conference call and webcast that...
Mar 12, 2020 04:15 pm ET
February AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of February 2020 include: Platform assets of $61.7 billion at the end of February, up 27.0% year-over-year....
Mar 02, 2020 06:00 am ET
AssetMark Closes on the Acquisition of OBS Financial
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark...
Feb 26, 2020 04:15 pm ET
AssetMark Reports Record $61.6B Platform Assets for Fourth Quarter and Full Year 2019
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter and full year ended December 31, 2019. Fourth Quarter 2019 Financial and Operational Highlights Net loss for the quarter was $2.7 million, or $0.04...
Feb 24, 2020 10:00 am ET
AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event
AssetMark, Inc., a leading provider of innovative investment and technology solutions, announced today six honorees as recipients of its seventh annual Community Inspiration Award at the firm’s premier Gold Forum conference in Marco Island,...
Feb 13, 2020 04:15 pm ET
January AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of January 2020 include: Platform assets of $61.8 billion at the end of January, up 30.4%...
Feb 12, 2020 04:15 pm ET
AssetMark to Attend the Raymond James & Associates’ 41st Annual Institutional Investors Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Raymond James & Associates’ 41st Annual Institutional Investors Conference on Monday, March 2nd and Tuesday, March 3rd, 2020 in Orlando, FL.  The...
Feb 11, 2020 10:00 am ET
AssetMark Launches Three New Portfolio Management Solutions
AssetMark, Inc., a leading provider of innovative investment and technology solutions, announced today that three new products are now available on the AssetMark platform: American Funds Retirement Income Portfolio Series, Dorsey Wright Tactical...
Feb 06, 2020 04:30 pm ET
AssetMark Moves to Lower-Cost Share Class to Reduce Overall Costs to Financial Advisors and Investors
AssetMark Financial Holdings, Inc. (NYSE: AMK) announced that it is transitioning the third-party mutual fund strategies on the AssetMark platform to institutional share classes to help financial advisors reduce the total cost of investment for...
Jan 27, 2020 04:15 pm ET
AssetMark to Announce Fourth Quarter 2019 Results on February 26, 2020
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended December 31, 2019 after the U.S. market close on Wednesday, February 26, 2020. AssetMark will host a conference call and...
Jan 15, 2020 04:15 pm ET
December AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. In addition, the company also disclosed its AMK Report – Annual Summary, which can be found...
Dec 16, 2019 04:15 pm ET
November AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of November 2019 include: Platform assets of $60.6 billion at the end of November, up 30.0% year-over-year.Net...
Nov 27, 2019 04:15 pm ET
AssetMark to Attend the Goldman Sachs Financial Services Conference
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 10th and Wednesday, December 11th, 2019 in New York, NY. The Company will be...
Nov 14, 2019 04:15 pm ET
October AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of October 2019 include: Platform assets of $59.2 billion at the end of October, up 29.5% year-over-year.Net...
Nov 05, 2019 04:15 pm ET
AssetMark Reports Record $57.9B Platform Assets for Third Quarter 2019
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended September 30, 2019. Third Quarter 2019 Financial and Operational Highlights Net loss for the quarter was $3.7 million, or...
Nov 04, 2019 04:15 pm ET
AssetMark Announces Transformational Initiatives in Channel Development and Digital Innovation
AssetMark, Inc., a leading provider of innovative investment and technology solutions, today announced initiatives in new channel development and digital innovation to expand the AssetMark offering and transform advisors’ digital experience. To...
Oct 17, 2019 04:15 pm ET
AssetMark to Announce Third Quarter 2019 Results on November 5, 2019
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended September 30, 2019 after the U.S. market close on Tuesday, November 5, 2019. AssetMark will host a conference call and...
Oct 15, 2019 04:15 pm ET
September AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of September 2019 include: Platform assets of $57.9 billion at the end of September, up 20.9%...
Sep 30, 2019 04:15 pm ET
AssetMark Acquires OBS Financial
AssetMark Financial Holdings, Inc., announced today that it has reached an agreement, through its subsidiary AssetMark Financial, with Canandaigua National Corporation to acquire OBS Financial, an established turnkey asset management platform...
Sep 17, 2019 05:04 pm ET
CORRECTING and REPLACING – August AMK Report
In a release issued under the same headline yesterday by AssetMark, Inc. (NYSE: AMK), please note that in the third bullet point, the year-over-year client cash increase should be 30.6%, not 34.5% as previously stated; corresponding client cash...
Sep 16, 2019 04:15 pm ET
August AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of August 2019 include: Platform assets of $57.1 billion at the end of August, up 20.1% year-over-year.Net...
Sep 11, 2019 10:00 am ET
AssetMark Launches Savos Personal Portfolios
AssetMark, Inc., a leading provider of innovative investment and technology solutions, announced that Savos Personal Portfolios are now available on the AssetMark platform.  Savos Personal Portfolios offer features that are usually found in...
Aug 28, 2019 04:15 pm ET
AssetMark Reports Record $56.1B Platform Assets for Second Quarter 2019
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced financial results for the quarter ended June 30, 2019. Second Quarter 2019 Financial and Operational Highlights Net income for the quarter was $3.2 million, or $0.05 per...
Aug 28, 2019 10:00 am ET
Tamara Bohlig, Chief Marketing Officer at AssetMark, Appointed to Axos Financial’s Board of Directors
AssetMark Financial Holdings, Inc. is pleased to congratulate Tamara Bohlig, Chief Marketing Officer at AssetMark, on her recent appointment to Axos Financial’s Board of Directors. The Board of Directors oversees Axos Financial’s work to provide...
Aug 26, 2019 01:00 pm ET
Tamara Bohlig, Chief Marketing Officer at AssetMark, Appointed to Axos Financial’s Board of Directors
AssetMark Financial Holdings, Inc. is pleased to congratulate Tamara Bohlig, Chief Marketing Officer at AssetMark, on her recent appointment to Axos Financial’s Board of Directors. The Board of Directors oversees Axos Financial’s work to provide...
Aug 15, 2019 04:05 pm ET
July AMK Report
AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company highlights for the month of July 2019 include: Platform assets of $56.7 billion at the end of July, up 22.0% year-over-year.Net flows...
Aug 13, 2019 10:00 am ET
Investment Management Outsourcing Improves Financial Advisers’ Business Performance and Capacity, Reduces Stress, AssetMark Survey Finds
Client engagement, personal income and individual stress levels are all positively impacted when financial advisers outsource their investment management, according to a new study commissioned and released by AssetMark Financial Holdings, Inc., a...
Aug 06, 2019 09:25 am ET
AssetMark to Announce Second Quarter 2019 Results on August 28, 2019
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended June 30, 2019 after the U.S. market close on Wednesday, August 28, 2019. AssetMark will host a conference call and webcast...
Jul 30, 2019 09:25 am ET
AssetMark Pays Down $125M of Debt with Initial Public Offering Proceeds
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it paid off $125 million, or approximately half of its outstanding term loan debt, on its seven-year term loan that matures in 2025. This pay down was funded by the net proceeds to...
Jul 22, 2019 04:30 pm ET
AssetMark Announces Closing of Initial Public Offering and Full Exercise of Underwriters’ Option to Purchase Additional Shares of Common Stock
AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced the closing of its initial public offering of 14,375,000 shares of its common stock, including the full exercise by the underwriters of their option to purchase 1,875,000 shares of...
Jul 18, 2019 04:30 pm ET
AssetMark Celebrates its First Day of Trading on the New York Stock Exchange Following its IPO
AssetMark Financial Holdings, Inc. (NYSE: AMK), a leading provider of innovative investment and consulting solutions, today announced its common stock is now trading on the New York Stock Exchange (NYSE) under the ticker symbol “AMK” following its...

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