Citigroup, Inc. and AssetMark will expand their presence in Charlotte, North Carolina. The state is home to more than 200 ...

Citigroup and AssetMark — will bring a combined 762 new jobs and invest over $26 million to Mecklenburg County.Citigroup Inc.

AssetMark Financial Holdings and a unit of Citigroup are planning major expansions in Charlotte, according to state economic ...

Two financial services organizations, Citigroup and AssetMark, will expand to Charlotte, creating more than 700 total jobs in exchange for millions in incentives, North Carolina Gov. Josh Stein ...

AssetMark Financial Holdings, Inc. (NYSE: AMK) (“AssetMark” or “Company”), a leading wealth management technology platform for financial advisors, tod ...

AssetMark recorded net income for the quarter of $38.4 million, or 52 cents per share. Adjusted net income for the quarter was $46 million, or 62 cents per share, on total revenue of $190.5 million.

AssetMark said this deal with Sage will allow the firm’s investment consultants, who work with advisors, to “rapidly gather insights, align advisory firm inputs, ...

AssetMark Financial Holdings Inc.’s Chinese controlling shareholder is exploring options for the business including a potential sale, people with knowledge of the matter said.

Concord, California-based turnkey asset management program and outsourced investment technology firm AssetMark opened its new "tax management services" software to the roughly 9,300 independent ...

Financial advisors using the AssetMark wealth management platform will now have access to a new suite of services to boost tax efficiency and outcomes for their clients’ taxable assets. The firm ...

Buyout Shop GTCR’s Take-Private Deal Values AssetMark at $2.7 Billion. The private-equity firm is buying out majority owner Huatai Securities, which acquired the wealth management company in 2016.