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

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

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

Assetmark Inc. upped its stake in American Express Company (AXP) by 7.6%. They snagged 5,264 more shares, now holding 74,337, ...

Assetmark Inc. just beefed up its investment in Blackstone Inc. (BX) by 4.9%, grabbing an extra 3,186 shares. Now, their ...

Private-equity firm GTCR said it has agreed to acquire FMG Suite, a marketing and software company used by financial advisors ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted second-quarter revenue growth with increases in operating and adjusted operating income and margins.

The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its ...

Private-equity firm GTCR is buying FMG Suite, a maker of software for financial advisers and insurance professionals, from ...

The FMG transaction expands GTCR’s extensive footprint in the advisory space. Its other investments include AssetMark, AssuredPartners, CAPTRUST, Foundation Source, Simpli.fi and Winged Keel. GTCR ...

Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a ...

An exclusive that Wynnchurch Capital is expected to launch a sale process for a waste collection truck manufacturer; Spectrum ...