Company Expands National Footprint with New East Coast Hub in Charlotte Phill Rogerson AssetMark Senior Vice President and ...

The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in ...

AssetMark, a provider of wealth management solutions, announced its upcoming expansion into alternative asset classes, with ...

The private markets programme offers advisors diversified portfolios that balance public and private investments.

Join CBJ for the 5th annual Health Care Heroes Awards! This awards program recognizes the dedication and achievements of our ...

AssetMark stockholders will receive $35.25 per share in cash, which represents a total equity valuation of approximately $2.7 billion. Under the terms of the agreement, GTCR will acquire a 100% ...

Concord, Calif.-based AssetMark, which serves more than 9,000 advisors and has more than $127 billion in platform assets, said in a press release last week that this expanded collaboration with ...

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 is the latest turnkey asset management firm to buy its own financial planning software. For $145 million, the Concord, California-based TAMP, which provides outsourced investment ...

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, ...