AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively "AssetMark"), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN). Additionally, financial advisors currently working with AssetMark will gain access to a wide range of model portfolios and separately managed a ...