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

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

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

Company Expands National Footprint with New East Coast Hub in Charlotte ...

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 ...

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, ...

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 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 ...

AssetMark announces its upcoming expansion into alternative asset classes, with new capabilities expected to launch in Q4 ...