Sentences with phrase «more client assets»

The more client assets they have under management, the higher their compensation.

Not exact matches

He expects business with European clients to follow suit as more governments strike agreements to declare assets.

Wealthfront Inc., one of the biggest with more than $ 800 million in client assets, doesn't charge an advisory fee on the first $ 10,000 of assets under management.

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

At the same time, the bank is hoping the move could force clients who want continued access to hot IPOs to put more of their assets with the firm's wealth management business.

Mary Callahan Erdoes is CEO of J.P. Morgan's Asset Management division, a global leader in investment management and private banking, with more than $ 2.3 trillion in client assets.

But there's an important detail to point out in the Coinbase and Charles Schwab comparison: The cryptocurrency trading accounts are worth much less than the $ 3.3 trillion total client assets in the more than 10 million open Schwab accounts.

Daniel has prioritized technology investments across J.P. Morgan, from cutting edge e-trading and mobile technologies, to a wholesale payments business that processes $ 5 trillion a day and a custody business that protects, monitors and grows more than $ 23 trillion in assets for clients.

While Morgan Stanley has become more of a gatherer of client assets and less of a flashy trader, it still does a fair bit of trading, especially in equities.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

Today, through our many subsidiaries, we offer investing and trading services for more than eleven million funded client accounts that total more than $ 1 trillion in assets, investor education services boasting hundreds of thousands of graduates, and custodial services for more than 6,000 independent registered investment advisors (RIAs).

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

Another: financial advisory firms that can more easily and cheaply service clients who aren't flush with assets.

If you are interested in signing up as a client after the call, I'd start off closer to the minimum amount first of $ 100,000 and see how the experience goes before allocating more assets.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Private Wealth Management services are available to clients with $ 10 million or more in investable assets.

As of June 30, 2017, BlackRock Real Assets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counAssets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counassets, supported by more than 350 professionals across 25 offices in 15 countries.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

Today, Franklin Templeton is one of the largest independent global asset management firms in the world with offices in over 30 countries and clients in more than 170.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.

LDJ Capital (http://ldjcapital.com/) is a multi-family office that invests and manages investments for partners and clients in the areas of hospitality, real estate, energy, pharma, tech, telecom, mobile, entertainment, media, publishing, advertising, compliance services, aerospace, shipping & transportation, and more recently digital assets, such as cryptocurrency and blockchain firms through ICOs.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

The firm has more than 24,000 clients nationwide, with more than $ 12.75 billion in assets under management, has added 4,500 clients last year and «is on pace to do the same in 2014.»

CIA currently manages more than two billion dollars in client assets.

The chairman, CEO and founder of Fisher Investments, managing $ 65 billion in client assets, has been Forbes» «Portfolio Strategy» columnist for more than 30 years and is the author of 10 financial books, including four New York Times bestsellers.

With more than 100 funds and over $ 320 billion in assets under management1, Charles Schwab Investment Management is committed to providing investment professionals a diverse selection of foundational products for client portfolios.

Even a 401 (k) rollover into an IRA — which would require exemption from the fiduciary rule using a Best Interest Contract Exemption (BICE) because it's expected to cost more than the 401 (k) plan — can improve the quality of a client's investments if the client couldn't access that asset in his or her 401 (k) plan, said Joe Taiber, managing partner at Taiber, Kosmala & Associates.

«At one point, I had more clients» assets invested with him than any other adviser.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

The company grew to more than 30,000 employees with 35 million clients and diversified into life insurance, banking, asset management, leasing and brokerage services.

Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Now, in addition to developing relationships and winning assets, they are advising clients on products that are more akin to banking, such as home loans and mortgages.»

Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» money.

Many of the trends seen in last year's Report Card have picked up steam, with assets under management and productivity rising at a healthy pace because advisors are working with fewer clients, overall, but more wealthy clients

We had other clients were selling assets to — for more CapEx.

The XP Group also includes an asset management company with more than $ 35 billion for over 500,000 clients under management and an insurance broker.

A financial advisor can review a client's estate goals and help him or her explore potential strategies that could help pass more assets to heirs.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

More than 2,500 institutional clients benefit from GFI's know - how and experience in operating electronic and hybrid markets for cash and derivative products across multiple asset classes, including fixed income, interest rates, foreign exchange, equities, energy and commodities.

For clients with a minimum of $ 5 million in investable assets or more than $ 10 million in net worth, Morgan Stanley also offers access to our Wealth Planning Centers.

Given the current cap rate environment, clients are more inquisitive about how a fund manager assesses the value - add proposition of an asset along with its potential for greater NOI.

Unfortunately consultants will always push institutional investors toward having more asset classes and fund managers in their portfolios.The more complex the portfolio, the greater the reliance of the confused client on the consultant!

Our Asset Based Lending Group provides debt capital solutions of $ 10 million or more to our commercial, corporate and investment banking clients through customized funding solutions across the credit spectrum.

Many advisors and planners have decided that they must never recommend putting 30 percent or more of a client's liquid assets into annuities...