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PE firm GTCR to buy wealth management platform AssetMark for $2.7 bln
Reuters· 6 hours ago, opens new tab, in a deal that would take the wealth management platform private more than five years after its initial public offering. The acquisition ...
Private Equity Firm GTCR Buys AssetMark
WealthManagement.com· 2 hours agoAssetMark Financial Holdings Inc. announced Thursday it agreed to be acquired by private equity firm GTCR. Stockholders of the turnkey asset management...
Mission Wealth Named Among USA TODAY's Top Financial Advisory Firms in 2024
Lodi News-Sentinel· 23 hours agoRanked among the top RIAs, Mission Wealth has distinguished itself through exceptional asset management and personalized financial planning. According to ...
LPL Wants to Change Terms With Some Large Partner Firms. Departures May Ensue.
Barron s Online· 16 minutes agoLPL Financial is adding new restrictions to its service agreements with some large registered...
Elite Wealth Management Inc. Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
ETF DAILY NEWS· 10 hours agoElite Wealth Management Inc. lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.9% in the fourth quarter, according to its ...
GTCR to buy wealth management tech AssetMark for $2.7 bln
Reuters via Yahoo Finance· 8 hours agoApril 25 (Reuters) - Private equity firm GTCR has agreed to buy AssetMark Financial for $2.7 billion, the wealth management platform said on Thursday. (Reporting by Niket Nishant in Bengaluru)
Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors
The Valdosta Daily Times· 6 hours agoMorgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior...
Council Post: Strengthening Expertise: Acquiring Specialized Talent For Complete Wealth Management
Forbes· 14 hours agoDaniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax ...
Eagle Bluffs Wealth Management LLC Has $3.47 Million Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)
ETF DAILY NEWS· 13 hours agoEagle Bluffs Wealth Management LLC increased its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.7% in the 4th quarter, according to the ...
Western Wealth Management LLC Acquires New Shares in Hull Tactical US ETF (NYSEARCA:HTUS)
ETF DAILY NEWS· 5 days agoWestern Wealth Management LLC acquired a new stake in Hull Tactical US ETF (NYSEARCA:HTUS – Free...
