Global financial services company Citibank will invest $16.1 million for this major office facility in Mecklenburg County, ...

Two companies, a major New York City-based bank and a smaller California wealth management firm, have promised to create more ...

Gov. Josh Stein announced on Tuesday that AssetMark and Citigroup will create a combined total of 762 jobs in Charlotte ...

Citi and AssetMark are adding to the financial industry footprint of Charlotte, each on Tuesday announcing projects for North ...

The new Citigroup positions will have an average salary of $131,832, while AssetMark’s roles will average $110,518 — both ...

AssetMark Financial Holdings and a unit of Citigroup are planning major expansions in Charlotte, according to state economic development officials.

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 said this deal with Sage will allow the firm’s investment consultants, who work with advisors, to “rapidly gather insights, align advisory firm inputs, ...

AssetMark Financial Holdings, Inc. (NYSE: AMK) (“AssetMark” or “Company”), a leading wealth management technology platform for financial advisors, tod ...

AssetMark, which runs a wealth management platform for advisers, announced a partnership with Thursday whereby AssetMark will acquire $12 billion in assets from the Morningstar Wealth Turnkey Asset ...