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

Gov. Josh Stein announced on Tuesday that AssetMark and Citigroup will create a combined total of 762 jobs in Charlotte ...

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 ...

Two companies, a major New York City-based bank and a smaller California wealth management firm, have promised to create more than 750 jobs combined in Charlotte.

Citi and AssetMark are adding to the financial industry footprint of Charlotte, each on Tuesday announcing projects for North ...

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.

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

As more registered investment advisory firms and other wealth management companies move into tax services, a financial technology provider launched new tools to meet the rising needs. Concord, ...

Private-equity firm GTCR reached a roughly $2.7 billion deal to take private AssetMark Financial Holdings, the latest private-equity deal in the high-growth but highly fragmented wealth management ...

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, and deliver tailored model ...