News, Comment & Analysis results for AssetMark

People Moves
April 10, 2023

Former US Senator, AssetMark CEO Joins Definiti's Board

One of the two appointees is also on the board of Pathstone, the US wealth management firm that has

M and A
December 19, 2022

AssetMark Completes Adhesion Wealth Deal

Under the deal, AssetMark has acquired total billable assets of $7.2 billion (based on figures as

People Moves
February 25, 2021

AssetMark Names New CEO, President

The new holders of these posts take over from Charles Goldman, who will serve as a consultant for a

M and A
March 6, 2020

Deals Of The Day: The Latest In Wealth Management M&A - AssetMark, OBS Financial

The latest wealth management merger and acquisition transactions in North America.

New Products
November 15, 2016

AssetMark Adds American Funds Portfolios To Platform

The California-based firm has boosted its investment offering for financial advisors.

People Moves
April 12, 2016

Chinese Firm Invests In AssetMark

Huatai Solutions, the Chinese securities group, is buying AssetMark from two US private equity

People Moves
November 12, 2015

Former CEO At AssetMark Joins Horizon Investments As Executive Chairman

The global investment manager has added to its ranks, welcoming Brian O'Toole as executive

People Moves
October 6, 2015

AssetMark Makes String Of Hires Across The US

AssetMark provides investment and consulting solutions to financial advisors. Including its Savos

New Products
August 13, 2015

AssetMark Unveils One Faith-Based, Two Income-Focused Strategies

AssetMark has introduced three new investment strategies for advisors using its platform.

M and A
June 26, 2015

AssetMark Acquires Clark Capital's Turnkey Asset Management Program

Advisors continue to see high investor demand for personalization, and Clark Capital’s

Comment & Analysis results for AssetMark