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

The new Citigroup positions will have an average salary of $131,832, while AssetMark’s roles will average $110,518 — both ...

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

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

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 ...

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 ...

The strategic alliance will see $12B in TAMP assets switch hands, with more advisors and clients gaining access to AssetMark’s industry-leading platform.

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 ...

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, ...