AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients
2024年1月17日 - 6:15AM
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 and
user-friendly set of solutions helps drive better outcomes on
taxable assets through a personalized process that is
straightforward and seamless for both advisors and clients.
“Advisors have long sought a robust tax management solution, and
we've delivered,” said David McNatt, Head of Investment Solutions
at AssetMark. “Our Tax Management Services provide advisors with
the power to tailor portfolio strategies for each client's unique
financial goals, risk tolerance, and tax sensitivities, all within
a seamless, client-centric process.”
Driven by advisors' strong demand for a top-tier tax management
solution, AssetMark developed a comprehensive suite of services,
including tax transition, tax-efficient rebalancing, tax loss
harvesting, and client-directed activity. The Tax Management
Services can help moderate the impact of capital gains taxes
on performance returns and investing outcomes. The intuitive
digital platform enables advisors to personalize plans to each
client’s unique needs, including tax sensitivities, risk tolerance,
realized capital gains budget and investment preferences, on an
ongoing basis. It also provides comprehensive reporting, allowing
advisors to regularly quantify and reinforce their positive impact
and value to their clients.
“In today's competitive landscape, advisors need every tool at
their disposal to differentiate their services and deliver
exceptional value that enables them to retain and deepen
relationships with existing clients while growing their business.
Tax planning is in high demand from investors, particularly from
high-net-worth and emerging affluent clients who require more
complex wealth management. AssetMark’s new turnkey solution allows
advisors to stay in control while leaving the heavy lifting to us.
This was a collaborative effort with our clients, and with Tax
Management Services, advisors can differentiate their practices and
help deliver optimized investor outcomes,” said McNatt.
AssetMark's Tax Management Services operate seamlessly for both
asset transitions and ongoing management, providing the automation
and scale for advisors to continuously assess potential tax-loss
harvesting and optimization opportunities across all enrolled
portfolios.
For more information on AssetMark’s Tax Management Services,
visit www.assetmark.com/tax-management-services.
About AssetMark
AssetMark operates a wealth management platform that powers
independent financial advisors and their clients. Together with our
affiliates Voyant and Adhesion Wealth, we serve advisors of all
models at every stage of their journey with flexible, purpose-built
solutions that champion client engagement and drive 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 based in Concord, California, the company
has 1,000 employees. Today, the AssetMark platform serves 9,300
financial advisors and 251,000 investor households. As of September
30, 2023, the company had $99.6 billion in platform assets.
ContactsInvestors:Taylor J. Hamilton, CFAHead
of Investor RelationsInvestorRelations@assetmark.com
Media: Alaina KleinmanHead of PR &
Communicationsalaina.kleinman@assetmark.com
AssetMark Financial (NYSE:AMK)
過去 株価チャート
から 5 2024 まで 6 2024
AssetMark Financial (NYSE:AMK)
過去 株価チャート
から 6 2023 まで 6 2024