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

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 ...

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

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

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. (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 ...