AssetMark CEO Charles Goldman to Keynote at FPA of Miami Symposium

Rhea-AI Summary

AssetMark (NYSE: AMK) announces that CEO Charles Goldman will speak at the FPA of Miami Symposium on November 19, 2020. His presentation, titled 'The Future of Financial Advice,' will address evolving investor demands for lower-cost, holistic, and technology-supported solutions. Goldman aims to guide financial advisors on enhancing services and building meaningful client relationships amidst increasing pressures. The symposium, offering seven hours of CE credit, will feature notable speakers from the financial services sector.

Positive

• CEO Charles Goldman to present at a significant industry symposium.
• Focus on evolving financial advice aligns with market trends.
• AssetMark supports financial advisors with technology and personalized service.

Negative

• None.

CONCORD, Calif., Nov. 17, 2020 (GLOBE NEWSWIRE) -- 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 a.m. ET.

The financial services landscape is changing quickly as investors increasingly demand lower-cost solutions and holistic, fiduciary advice--all augmented by technology. Financial advisors are under tremendous pressure to meet increasing client expectations, manage their businesses, and stay compliant.

Mr. Goldman will discuss the future of financial advice and how advisors can grow their businesses and meet these challenges by enhancing their services and focusing on delivering personalized guidance and the attention clients need to build trusted, meaningful relationships.

The 15th Annual FPA of Miami Symposium features an all-star lineup of presenters and qualifies for seven hours of CE credit.

To register for the event, click here.

About AssetMark Financial Holdings, Inc.

AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. Through AssetMark, Inc., its investment adviser subsidiary registered with the U.S. Securities and Exchange Commission, AssetMark operates a platform that brings together fully integrated technology, personalized and scalable service, and curated investment solutions to support financial advisors and their businesses. For more than 20 years, AssetMark has focused on offering the solutions and services that help financial advisors grow. AssetMark had $67 billion in platform assets as of September 30, 2020. For more information visit assetmark.com.

Media Contact:
Chris Blake
MSR Communications for AssetMark, Inc.
chris@msrcommunications.com

Source: AssetMark, Inc.

FAQ

What is the date of the FPA of Miami Symposium where Charles Goldman will speak?

The FPA of Miami Symposium will take place on November 19, 2020.

What will Charles Goldman discuss at the symposium?

Charles Goldman will discuss 'The Future of Financial Advice' and how advisors can enhance their services.

How many CE credits can participants earn at the FPA of Miami Symposium?

Participants can earn seven hours of CE credit at the symposium.

What is the stock symbol for AssetMark?

The stock symbol for AssetMark is AMK.

What is AssetMark's platform asset value as of September 2020?

As of September 30, 2020, AssetMark had $67 billion in platform assets.