Global financial services company Citibank will invest $16.1 million for this major office facility in Mecklenburg County, ...

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 ...

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

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

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.

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, which runs a wealth management platform for advisers, announced a partnership with Thursday whereby AssetMark will acquire $12 billion in assets from the Morningstar Wealth Turnkey Asset ...