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 ...

Citigroup and AssetMark — will bring a combined 762 new jobs and invest over $26 million to Mecklenburg County.Citigroup Inc.

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

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

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, ...

Concord, California-based turnkey asset management program and outsourced investment technology firm AssetMark opened its new "tax management services" software to the roughly 9,300 independent ...

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 ...