AssetMark

In honor of the anniversary of the Americans with Disabilities Act, we proudly recognize Emmett Christie for his incredible contributions to Challenger Athletics. Since 2015, Emmett has volunteered and organized sports clinics for children with developmental disabilities, creating a space where every child can feel included, confident, and celebrated. Emmett’s work exemplifies the spirit of the ADA by promoting access, opportunity, and dignity for all. AssetMark is proud to support Challenger Athletics with a $10,000 donation as part of our Community Inspiration Award. #ADAAnniversary #ChallengerAthletics #CommunityInspirationAward #AssetMark

We were honored to host an exclusive gathering of senior leaders shaping the future of wealth management at this year’s Wealth Management Executive Forum in Austin. Across three days of insight and connection, attendees explored what’s next for the industry, including AI, private markets, recruiting, succession, and strategic growth. This event continues to offer space for candid dialogue, leadership perspective, and actionable ideas that help shape the future of wealth management. Thank you to everyone who joined us and helped make #WMEF2025 such a memorable experience. #WealthManagement #AssetMark #Austin

We’re proud to spotlight five of our talented summer interns. From marketing to Salesforce development, these individuals have brought fresh energy, dedication, and strong skills to our teams this summer. Each has gained industry experience and played an important role throughout our offices. Swipe to learn more about these rising professionals. We’re grateful for their hard work and contributions! Sophia Alvarado Michelle Torkelsen Graham Helmuth Hanna Trieu #AssetMark #InternSpotlight #FutureLeaders #SummerInterns #Interns

Wondering who benefits most from Direct Indexing? Here are 6 ideal client profiles: • Clients seeking tax-loss harvesting • Values-based’ investors • Clients with large taxable accounts • Investors transitioning from another advisor • Clients with concentrated stock positions • Anyone looking for more control and transparency With AssetMark Direct Indexing, you can deliver tailored, tax-smart portfolios. Which of your clients fit the profile? Request a Consultation: https://xmrrwallet.com/cmx.plnkd.in/gw-ZKc83 #ClientCentric #DirectIndexing #AssetMarkAdvisors #SmartInvesting

We’re excited to announce that AssetMark is entering the private markets space, with new investment solutions launching in Q4 2025. This expansion reflects our commitment to helping advisors meet the evolving needs of their clients by providing access to a broader range of portfolio opportunities. Our upcoming solution will provide: • Access to curated private market strategies • A streamlined experience designed for advisors • Tools and insights to support client conversations This marks a significant step in broadening the investment landscape available to advisors and their clients. Read the full press release to learn more: https://xmrrwallet.com/cmx.pbwnews.pr/450g2Au Disclaimer: This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. Investors seeking more information should contact their financial advisor.

What happens when industry leaders are asked to give the wrong advice? Erin Wood CFP®, FBS®, SVP of Advanced Planning at AssetMark, joined the fun in WealthManagement.com’s “Wrong Answers Only” segment and shared her take on the most unlikely (and hilarious) visions for the future of advice. #AssetMark #FutureOfAdvice #AdviceEngagement #WealthManagement

The first half of 2025 is in the books. At the close of Q2, the S&P 500 gained approximately 6.2% year to date. Despite ongoing geopolitical challenges and uncertainty, the markets have broadly met expectations. With headlines louder than ever, focusing on the underlying economic data remains critical. Chief Investment Officer for AssetMark, Christian Chan, outlines three key insights that can help investors stay grounded and refine their financial strategy in the months ahead. Read the Midyear Market Outlook to explore what’s driving the markets and identify opportunities to position portfolios with more clarity and confidence. https://xmrrwallet.com/cmx.pbit.ly/4m7sWDI #AssetMark #MidyearMarketOutlook #MarketInsights #Investing #InvestmentStrategy #WealthManagement #FinancialPlanning #CIOInsights #PortfolioManagement

Please join us in welcoming Lee Davidson, CFA, as AssetMark’s new SVP and Chief Data Officer! Lee brings a wealth of experience, most recently serving as Chief Data and Analytics Officer at Morningstar. In his new role, he will lead our efforts to harness data as a strategic advantage—unlocking new growth opportunities through advanced analytics and AI. We’re excited to have Lee on board as we continue driving innovation and delivering value to our clients! #AssetMark #Leadership #AI

AssetMark advisors, don’t miss our Business Builder session on Successful Prospecting Strategies on July 24 at 12 PM PT / 3 PM ET! Learn effective prospecting techniques to help grow your client base and position yourself as a trusted advisor. Register now! https://xmrrwallet.com/cmx.pbit.ly/4o0KROf #AssetMark #FinancialAdvisors #Prospecting #BusinessGrowth #ClientAcquisition

What’s shaping the markets and economy for the rest of 2025? Join us Thursday, July 24, at 10 am PT for an exclusive look at key forces driving market momentum and investor sentiment, including: • Tariffs and trade policy • Inflation, interest rates, and the Fed • Economic growth, tax reform, and recession risks Don’t miss the insights. Register now to stay informed. https://xmrrwallet.com/cmx.pbit.ly/454btoT #Investments #FinancialAdvisors #MarketInsights #EconomicOutlook #AssetMark