AssetMark Financial Holdings Inc
AssetMark Financial — AssetMark GOLDFORUM 2026
26 slides from AssetMark Financial's conference presentation, March 2026
Slide 1: GOLDFORUM
GOLDFORUM COBaS Ip
Slide 2: Scan for Party Details at Lou's Place!
Scan for Party Details at Lou's Place!
Slide 3: The people that mattered
The people that mattered
Slide 4: Family, Physical Health, Financial Health
Family Physical Health Financial Health
Slide 5: Black Thursday
2020 M ARCH 12 MARCH 23 APRIL 2020 Black Thursday S&P 500 fell 33.9% U.S. unemployment Dow dropped 2,352 from 3,386.1 on quadrupled from 3.5% points (9.9%), setting February 19 to 2,237.4 in February 2020 a new record 1 on March 23 2 to 14.7% in April 2020 3 1. The Street, Nov 10th 2020 2. arXV 3. S
Slide 6: Navigating Life's Transitions
Navigating Life’s Transitions
Slide 7: The Post-Covid Transformation
The Post-Covid Transformation 30% 19.6% 16% 300+ down record high fully remote million on business travels national office vacancy U.S. companies Zoom daily meeting pending from rates in Q3 20242 now vs. essentially participants up from pre-pandemic levels1 0% pre-pandemic3 10M in December 20194 1.
Slide 8: The Speed of Disruption
The Speed of Disruption 78% $1.81 41% of companies trillion global work tasks in 2024 adopted AI, a projected Global AI could be automated by nearly 4x growth from market value in 2030 2030, affecting 1.2 billion 20% in 2017 from $391 billion in 2025 workers worldwide
Slide 9: Our Changing Industry
Our Changing Industry 100,000+ advisors will retire in the next 7-10 years
Slide 10: The Human Element
The Human Element “AI won't replace financial advisors, but financial advisors who use AI will replace those who don’t.”
Slide 11: If you're not growing and transforming you're dying
In today's day and age if you're not growing and transforming you're dying
Slide 12: 2025 A Year of Growth and Transformation
2025 A Year of Growth and Transformation
Slide 13: Field Advisory Board Members
Elizabeth Peter James Bryan Bruce Field Bennet Falstad Lingelbach Pecherek Robertson Advisory Cavalier Illinois SoCal Mid Atlantic Texas Board Members Bob Bleier Charles Harrison Ryan Marier Robert Peller Jude Wilson Upstate NY Bay Area Ohio NJ/NY Florida Sanjay Nicholas Sandra Suzette Dane Das Kenn
Slide 14: New FAB Members
New FAB Members Lori Baneck David Burch Suzanne Udoni Wisconsin Georgia Wisconsin
Slide 15: Slide 15
Slide 16: Wealth Solutions Expansion
Wealth Advisor Technology Organizational Solutions Growth and and AI Scale and Expansion Productivity Innovation Service Excellence
Slide 17: Our Mission
OUR MISSION: Make a difference in the lives of advisors and their clients
Slide 18: Our Clients
$166B Tax Management Services Efficient Advisors Values-Driven Acquired Investing Morningstar TAMP Acquired Curated Suite of Separately Managed Accounts (SMAs) OBS AssetMark Mobile Financial Acquired Personal Portfolios Investment Consulting Investing AMK SBLOC Adhesion Evolved WealthBuilderSM NYSE
Slide 19: Relentless Focus = NPS Score
Relentless Focus = 74 NPS Score
Slide 20: Re-Calibrating the Mission
Our AssetMark Values: Re-Calibrating the Mission WE BELIE VE IN WE B ELIE VE IN WE BELIE VE IN WE BELIE VE IN WE B ELIE VE IN Leading Obsessing Unyielding Collective Operating with with Heart Over Client Integrity Respect Excellence We truly make a difference Success We do the right thing, We are au
Slide 21: Our Culture is What Makes Us Different
Our Culture is What Makes Us Different
Slide 22: Client Success and Heart
Client Success and Heart
Slide 23: Client Success and Heart
Client Success and Heart
Slide 24: Remember your personal why
Remember your personal why Remember Your Personal Why
Slide 25: The Virtuous Cycle
LP ADVISO The H E E RS W Virtuous Cycle INVESTORS BENEFIT AD S V R IS T O OR S S H V E ELP IN
Slide 26: Important Information
IMPORTANT INFORMATION AssetMark, Inc. is an investment management and consulting firm that helps independent financial advisors build great businesses. This is for informational purposes only, is not a solicitation, and should not be considered investment, legal, or tax advice. The information has b
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