AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
AssetMark has been awarded the ThinkAdvisor 2024 Luminaries Award for Innovation in Business Development for its Tax Management Services (TMS). The award recognizes excellence in financial services, with AssetMark's TMS being highlighted for combining advanced technology with sophisticated strategies to create personalized tax management approaches.
The solution helps financial advisors enhance client investment outcomes through effective tax management, reducing tax liabilities and increasing after-tax returns. The award was presented at a ceremony at the Fontainebleau Las Vegas on December 11th, with winners selected by an independent panel of industry professionals.
Looking ahead to 2025, AssetMark plans to introduce an advanced planning offering, focusing on estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer strategies to help advisors provide comprehensive financial solutions.
AssetMark ha ricevuto il Premio ThinkAdvisor 2024 Luminaries per Innovazione nello Sviluppo Aziendale per i suoi Servizi di Gestione Fiscale (TMS). Questo premio riconosce l'eccellenza nei servizi finanziari, con i TMS di AssetMark che vengono evidenziati per la loro combinazione di tecnologia avanzata e strategie sofisticate, creando approcci personalizzati per la gestione fiscale.
La soluzione aiuta i consulenti finanziari a migliorare i risultati di investimento dei clienti attraverso una gestione fiscale efficace, riducendo le passività fiscali e aumentando i rendimenti netti. Il premio è stato assegnato durante una cerimonia al Fontainebleau Las Vegas l'11 dicembre, con i vincitori selezionati da un pannello indipendente di professionisti del settore.
Guardando al 2025, AssetMark prevede di introdurre un'offerta avanzata di pianificazione, incentrata sulla pianificazione patrimoniale, l'efficienza fiscale, la pianificazione pensionistica e le strategie di trasferimento di ricchezze intergenerazionali, per aiutare i consulenti a fornire soluzioni finanziarie complete.
AssetMark ha sido galardonada con el Premio ThinkAdvisor 2024 Luminaries por Innovación en Desarrollo Empresarial por sus Servicios de Gestión Fiscal (TMS). El premio reconoce la excelencia en los servicios financieros, destacando que los TMS de AssetMark combinan tecnología avanzada con estrategias sofisticadas para crear enfoques personalizados en la gestión fiscal.
La solución ayuda a los asesores financieros a mejorar los resultados de inversión de los clientes a través de una gestión fiscal efectiva, reduciendo pasivos fiscales y aumentando los rendimientos post-impuestos. El premio se presentó en una ceremonia en el Fontainebleau Las Vegas el 11 de diciembre, con los ganadores seleccionados por un panel independiente de profesionales de la industria.
De cara a 2025, AssetMark planea introducir una oferta de planificación avanzada, centrada en planificación patrimonial, eficiencia fiscal, planificación de jubilaciones y estrategias de transferencia de riqueza intergeneracional para ayudar a los asesores a proporcionar soluciones financieras integrales.
AssetMark는 ThinkAdvisor 2024 Luminaries Innovation Award에서 비즈니스 개발 부문으로 세금 관리 서비스(TMS)에 대해 수상했습니다. 이 상은 금융 서비스 분야의 우수성을 인정하며, AssetMark의 TMS는 첨단 기술과 정교한 전략을 결합하여 개인화된 세금 관리 접근 방식을 만드는 것으로 주목받았습니다.
이 솔루션은 재무 자문가들이 효과적인 세금 관리를 통해 고객의 투자 성과를 향상시켜 세금 부담을 줄이고 세후 수익을 증가시키도록 도와줍니다. 시상식은 12월 11일 라스베이거스의 폰텐블로 호텔에서 열렸으며, 수상자는 산업 전문가들로 구성된 독립 패널에 의해 선정되었습니다.
2025년을 바라보면서, AssetMark는 부동산 계획, 세금 효율성, 은퇴 계획 및 다세대 자산 이전 전략에 중점을 두고 보다 진보된 계획 서비스를 도입할 계획입니다. 이를 통해 고문의 포괄적인 재정 솔루션 제공을 지원할 것입니다.
AssetMark a reçu le Prix ThinkAdvisor 2024 Luminaries pour l'Innovation dans le développement commercial pour ses Services de Gestion Fiscale (TMS). Ce prix reconnaît l'excellence dans les services financiers, les TMS d'AssetMark étant mis en avant pour leur combinaison de technologies avancées et de stratégies sophistiquées permettant de créer des approches personnalisées de gestion fiscale.
La solution aide les conseillers financiers à améliorer les résultats d'investissement de leurs clients grâce à une gestion fiscale efficace, réduisant les charges fiscales et augmentant les rendements nets. Le prix a été remis lors d'une cérémonie au Fontainebleau Las Vegas le 11 décembre, avec des lauréats sélectionnés par un panel indépendant de professionnels du secteur.
En regardant vers 2025, AssetMark prévoit de proposer une offre de planification avancée, axée sur la planification successorale, l'efficacité fiscale, la planification de la retraite et des stratégies de transfert de richesse intergénérationnelles pour aider les conseillers à fournir des solutions financières complètes.
AssetMark wurde mit dem ThinkAdvisor 2024 Luminaries Award für Innovation in der Geschäftsentwicklung für seine Steuerverwaltungsservices (TMS) ausgezeichnet. Der Preis würdigt Exzellenz im Finanzdienstleistungssektor, wobei die TMS von AssetMark als herausragendes Beispiel für die Kombination von fortschrittlicher Technologie mit ausgeklügelten Strategien zur Schaffung personalisierter Steuerverwaltungsansätze hervorgehoben wird.
Die Lösung hilft Finanzberatern, die Anlageergebnisse ihrer Kunden durch effektives Steuermanagement zu verbessern, indem sie Steuerverbindlichkeiten reduzieren und die nachsteuerten Renditen erhöhen. Der Preis wurde am 11. Dezember bei einer Zeremonie im Fontainebleau Las Vegas verliehen, wobei die Gewinner von einem unabhängigen Gremium von Branchenexperten ausgewählt wurden.
Für 2025 plant AssetMark die Einführung eines erweiterten Planungsangebots, das sich auf Nachlassplanung, Steuereffizienz, Altersvorsorge und mehrgenerationale Vermögensübertragungsstrategien konzentriert, um Beratern zu helfen, umfassende Finanzlösungen anzubieten.
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CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
AssetMark’s Tax Management Services was developed to help financial advisors enhance their clients' investment outcomes by managing taxes more effectively. The solution combines advanced technology with sophisticated strategies to create personalized tax management approaches, enabling advisors with the tools and services needed to reduce investor tax liabilities and increase after-tax returns. This comprehensive offering supports advisors in providing a holistic wealth management experience, offering a clear competitive edge in the industry.
“We’re honored to receive this prestigious award from ThinkAdvisor,” said David McNatt, Executive Vice President of Investment Solutions at AssetMark. “This recognition underscores the hard work and dedication of our team in delivering innovative solutions that help advisors better serve their clients. Our Tax Management Services are a perfect example of how we continue to build products that address real-world challenges in a complex financial landscape. We’re excited to be at the forefront of transforming and personalizing the way tax management is approached in wealth management.”
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2024 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals determined the 2024 winners, who were recognized at an awards ceremony at the Fontainebleau Las Vegas on December 11th.
“The 2024 Luminaries Awards continue to push the boundaries of what excellence means in the financial services industry,” said Janet Levaux, editor-in-chief of ThinkAdvisor. “This year’s winners have not only demonstrated exceptional leadership and innovation but have also shown a deep commitment to making a positive impact on their communities and the industry at large. Their contributions are a testament to the dynamic and evolving nature of our business, and we are proud to highlight their achievements as examples for others to follow.”
As part of its continued commitment to supporting its advisors, AssetMark is looking ahead to 2025 with a strong focus on empowering them to meet the evolving needs of their clients. This includes the upcoming development and introduction of its advanced planning offering. The new initiative will deliver tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer. These solutions will help financial advisors deepen client relationships and provide comprehensive, future-focused financial strategies.
“Winning the ThinkAdvisor 2024 Luminaries Award for Innovation is a testament to AssetMark’s dedication to creating cutting-edge solutions for financial advisors,” added David McNatt. “As we look to the future, the introduction of our advanced planning offering will further strengthen our commitment to helping advisors navigate the complexities of wealth management and provide their clients with a well-rounded, integrated approach to financial success.”
About AssetMark
AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.
With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 9,000 financial advisors and over 263,000 investor households. As of September 30, 2024, the Company had over
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.
Media:
Vesselina Davenport
PR & Communications
vesselina.davenport@assetmark.com
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