Tag : AssetMark

AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program
Fintech News

AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program

GlobeNewswire
by GlobeNewswire0
Enhanced SDBA structure enables financial advisors to deliver professional, model-based portfolio management inside workplace retirement plans. AssetMark, a leading wealth management platform for independent financial advisors, announced an enhanced Self-Directed Brokerage Account (SDBA) program designed to help financial advisors deliver professional, in-plan investment advice and portfolio management services for client......
AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors
Fintech News Technology

AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors

GlobeNewswire
by GlobeNewswire0
AssetMark, Inc., a leading wealth management technology platform for financial advisors, announced the appointment of Doris Meister and Lisa Opoku to its Board of Directors. The addition of these two accomplished executives reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring deep expertise in financial services, strategic......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
by Fintech News Desk0
AssetMark 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 of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
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 ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  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 present client proposals and......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark 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......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
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 will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
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