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

Citigroup and AssetMark — will bring a combined 762 new jobs and invest over $26 million to Mecklenburg County.Citigroup Inc.

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 ...

Average salaries for the separate projects — from a New York City bank and California financial advisor — are above Mecklenburg County’s average wage, according to state officials.

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, ...

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

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 ...

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 ...