Sentences with phrase «total client assets now»
Total client assets now sit at $ 882.4 billion, which is up 19.8 percent from last year.
https://www.stockbrokers.com/ Not exact matches
One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.
For example, a client who started the year with a simple 60/40 portfolio comprised of the $ 287 billion Vanguard Total Stock Market Fund (VTSMX) and the $ 247 billion Pimco Total Return Fund (PTTAX), the two largest mutual funds in the world, would now have 66.3 % invested in stocks and just 33.7 % invested in bonds, pushing beyond the typical 5 % leeway most advisers give their asset allocation.
As a result, its clients can now trade in a total of eight digital assets: Bitcoin, Ethereum, Ripple, Bitcoin Cash, Dash, Litecoin, Ethereum Classic and Stellar.