Sentences with phrase «client assets rose»

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Profits at T. Rowe Price Group Inc. increased 23 percent for the three - month period that ended in June, as a rising stock market pushed the amount of client money managed by the firm to a record high.The Baltimore - based company said Thursday that assets...

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

In our asset management business, net sales of our long - term mutual funds continued to increase through 2009, demonstrating the power of our distribution network, rising financial markets, and the confidence that clients have in our fund management expertise, as well as the benefits of our acquisition of PH&N, which was named fund company of the year by Lipper.

«The ability to know the funded status of our clients» plans on a daily basis will be ever more important as we move into a rising interest rate environment,» says Tom Hooley, managing director of Institutional Asset Advisors at Wells Fargo Institutional Retirement and Trust.

Advisors see the rise of the robos as the evolution from exchange traded funds, which are portfolios of defined assets traditionally run as clones of indexes, to financial plans based on passive management of the client's entire fortune.

However, improvement in client assets and rise in new brokerage accounts were the tailwinds for the quarter.

Cronin said Dublin is «well - suited to accept this transfer of business» from financial services providers, specialising in areas like asset management and insurance, because the city has had the requisite architecture — be it through sophisticated Irish firms or more brick - and - mortar developments — in place for large - scale transactions and corporate clients since the rise of the Celtic Tiger in the 1990s.