Sentences with phrase «client assets under»

Schroders has been managing assets for insurance clients since 1972 and now has $ 104.2 billion of external insurance client assets under management.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

As Preet Banerjee wrote in our November 2013 issue, there's an important distinction between fee - for - service planners charging by time or by project, and asset - based advisers who levy annual fees based on client assets under management.

Rated by our clients as the # 1 global custodian for six consecutive years (Global Custody Survey, Global Investor ISF, 2011 to 2016), RBC I&TS is trusted with CAD 3.8 trillion in client assets under administration as at January 31, 2017.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

It also surpassed $ 100 billion of client assets under management, up 13 %.

Not exact matches

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

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.

The securities filing says that Citibank has 71 branches, 315,000 clients and 35 billion reals in deposits and assets under management in Brazil.

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.

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

It clocks nearly $ 100 million in assets under management, with just shy of 800 registered clients.

At Wealthfront — the largest robo - advisor, with $ 2 billion - plus in assets under management — 90 percent of the firm's 21,000 - plus accounts come from clients under age 50.

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.

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.

On Wednesday, Dalbar introduced the Profit - Based Pricing Model Calculator, which it says goes beyond «traditional assets under management pricing in which clients are charged an arbitrary basis point fee that is independent of the cost of servicing that client.»

Probably 2 or 3 assets under management clients.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

InvestCloud's clients include wealth advisors, large family offices, pension funds and endowments, and hedge fund administrators and independent wealth platforms, and range in size from small startup companies to a manager with $ 47 billion in assets under management.

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.

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.

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.

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.

Under Lehman the firm had $ 4.15 billion in assets from non-U.S. institutional clients.

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.»

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

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.

Our training program, by my estimation, was 90 % focused on closing sales techniques to capture AUM (Assets Under Management) and block and bridge techniques to overcome client objections during the closing process versus the development of any real strategic investing acumen.

Fewer clients also meant fewer assets under management.

So today we're pleased to introduce the itBit Trust Company, the custodian of our clients» assets, ensuring they are protected under the highest possible standard of care.

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.

A sustained market rally and robust client activity in 2017 translated into a year of gains for Asia's private banks, whose combined assets under management (AUM)-- excluding China onshore — surged past US$ 2 trillion for the first time.

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

Ranking algorithm is based on qualitative measures derived from telephone and in - person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.

The firm represents $ 2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to preserve and protect their wealth.

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.

Ranking algorithm is based on qualitative measures: telephone and in - person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

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

Ranking algorithm is based on quality of practice, including: telephone and in - person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

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.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Prior to starting Dorsey Asset, he was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $ 1 billion in assets under management serving high net worth clients.

Criteria includes client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for firms.

Because 50 percent of people under 40 don't trust financial advisers; 65 percent of investors distrust the financial advice industry as a whole; and 66 percent of the children of clients will fire their parents» adviser when they inherit their assets.

The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.

«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management.

All I can say is that our client retention ratio is very high and our assets under management are growing.

The combined investment business has a substantial global presence with clients across 80 countries and # 575.7 bn assets under management *.

In an interview, Wealthsimple CEO and founder Michael Katchen revealed the firm's combined assets under management are $ 400 million, held by 10,000 clients