other

AssetMark

CONCORD, CA

CRD: 109018

In PWD coverage since September 10, 2026 · 16+ stories

$91.8BRegulatory AUMSEC Form ADV · Oct 3

859EmployeesForm ADV

4Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Sep 27, 26Fund launchFidelity Investments · Adhesion Wealth — coverage

Sep 27, 26Fund launch — coverage

Sep 22, 26Fund launchCalamos Investments · Stepstone — coverage

PWD coverage

Data

OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

The corporate advisory firm was named in 109 events; UBS logged 105 and RFG Advisory 95, while the industry recorded 2,308 advisor moves and 757 deal announcements.

Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees

Deals & PE · Sep 28Goldman announces a Lynq and tZERO deal tied to a $100 billion money fund

RIA · Sep 28Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees

The Close · Sep 23The cash spread is what the selloff repriced

practice · Sep 23Consolidation stalls on the calendar and the calculator, not the client

RIA · Sep 23AssetMark adds private equity; the on-ramp is the product

The Close · Sep 19The talent war moved up the org chart

practice · Sep 17Advisors want client time; AI is buying back emails

advisor_note · Sep 16AI's five weeks come with an unquantified bill

RIA · Sep 16Advisors reclaimed 200 hours. Platforms will capture the value.

practice · Sep 15AI hands back five weeks a year; the error rate stays unquantified

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

AssetMark

OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

The Morning Brief