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

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

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 ...

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 ...