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AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program

Summary by Benzinga
CONCORD, Calif., April 21, 2026 (GLOBE NEWSWIRE) -- AssetMark, a leading wealth management platform for independent financial advisors, today announced an enhanced Self-Directed Brokerage Account (SDBA) program designed to help financial advisors deliver professional, in-plan investment advice and portfolio management services for client assets held in workplace retirement plans. Workplace retirement accounts represent a significant portion of h…

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AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program

CONCORD, Calif., April 21, 2026 (GLOBE NEWSWIRE) -- AssetMark, a leading wealth management platform for independent financial advisors, today announced an enhanced Self-Directed Brokerage Account (SDBA) program designed to help financial advisors deliver professional, in-plan investment advice and portfolio management services for client assets held in workplace retirement plans. Workplace retirement accounts represent a significant portion of h…

·New York, United States
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Benzinga broke the news in New York, United States on Tuesday, April 21, 2026.
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