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.

Citigroup, Inc. and AssetMark will expand their presence in Charlotte, North Carolina. The state is home to more than 200 financial services headquarters with more than 230,000 workers in the ...

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

AssetMark is said to be tripling its office footprint in South End as the wealth management firm invests $10 million in an expansion that's expected to add more than 250 jobs in Charlotte.

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 ...

The vacancy rate remains higher than the national average, sitting at 22.2% for the second quarter of the year, according to ...

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

Ascendia Partners, a strategic consulting and shared services firm for independent advisors who aspire to become their own ...