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 ...

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 ...

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% ...

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 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 ...

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 ...

Matt Matrisian, SVP of strategic initiatives at AssetMark, is passionate about the topic of advisory practice management, enough so that he wrote a 300 page book on the subject; chatting off-the-cuff ...