Sentences with phrase «in net new assets»

Actively identify opportunities to sell clients Schwab financial products / services that will meet their needs - January through October 2013 have successfully persuaded new / current clients to bring over $ 13,000,000 in net new assets to Schwab.

Despite considerable backlash — including allegations that Bogle was «un-American» — Vanguard is now one of the largest money managers on the planet and is taking in net new assets to the tune of about a billion dollars a day.

Until March 10, 2014, BMO InvestorLine is offering clients who are funding their qualifying account (Cash, Margin, RSP, Spousal RSP or Corporate account) with at least $ 100,000 in net new assets and maintaining the account for a six - month period a cash back of $ 250 and 250 free trades for a 90 - day period.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 50,000; B) $ 100,000 or C) $ 250,000 + in net new assets and you may be eligible to receive up to A) $ 50; B) $ 100 or C) $ 300 cash back.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 100,000 or B) $ 250,000 + in net new assets and you may be eligible to receive up to A) $ 300 or B) $ 750 cash back.

Complete and fund the account with a minimum of $ 5,000 CAD in net new assets within 60 days of submitting the account application and receive the Edge Trader Pro trading platform free for up to three months.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 50,000; B) $ 100,000 or C) $ 300,000 + in net new assets and you may be eligible to receive up to 20 commission - free equity trades plus A) $ 50 cash back; B) $ 150 cash back or C) $ 500 cash back.

Open and fund a new account at RBC Direct Investing with at least $ 5,000 in net new assets and you may be eligible to receive up to 20 commission - free equity trades which are good for up to one year.

Open a new qualifying account with BMO InvestorLine, and fund it with at least A) $ 100,000 or B) $ 250,000 in net new assets and you may be eligible to receive either A) $ 200 cash back and 100 commission - free equity trades or B) $ 600 cash back and 100 commission - free equity trades.

Open and fund a new qualifying account at BMO InvestorLine with at least A) $ 100,000 - $ 249,999; B) $ 250,000 - $ 499,999 or C) $ 500,000 + in net new assets and you may be eligible to receive either: A) $ 250 cash back OR 125 commission - free trades; B) $ 500 cash back OR 250 commission - free trades; C) $ 1000 or 500 commission - free trades.

ETFs / ETPs listed in the United States have gathered 1.53 billion US dollars in net new assets in February 2016, according to ETFGI

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least A) $ 100,000; B) $ 200,000 or C) $ 300,000 + in net new assets and you may be eligible to receive up to A) $ 200 or 20 commission - free equity trades; B) $ 400 or 40 commission - free equity trades; or C) $ 750 cash back or 75 commission - free equity trades.

Independent broker - dealer says it has added $ 70.2 billion in net new assets as a result of the acquisition.

Not exact matches

TD Ameritrade beat on the top line with $ 22 billion in net new client assets, but missed on the bottom line by $ 0.01 The firm also reported 943,000 client trades per day, beating the 931,000 Wall Street projected.

Net profit included a writedown of 2.865 billion Swiss francs in the fourth quarter of deferred tax assets due to the introduction a new tax cuts and the jobs act in the United States.

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..

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

«In our search for new stand - alone businesses, the key qualities we seek are durable competitive strengths; able and high - grade management; good returns on the net tangible assets required to operate the business; opportunities for internal growth at attractive returns; and, finally, a sensible purchase price.

In 2001, for example, investors cashed out of $ 17-1/2 billion in Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioIn 2001, for example, investors cashed out of $ 17-1/2 billion in Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioin Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioin new shares, leaving the fund at year end with net assets of about $ 14 billion.

These are funds that have billions of dollars in assets — the biggest, the Vanguard Growth ETF (VUG), has $ 30 billion in AUM — attractive price tags, and they are all capturing new assets this year, at least six of them with net asset gains of more than $ 500 million.

An investigation by the state teachers union has shown that New York City charter schools alone have at least $ 323 million in unrestricted net assets, most of it in cash.

In the first ten months of 2015 record levels of net new assets have been gathered by Active ETFs / ETPs listed globally with net inflows of US$ 8.9 billion marking a 23 % increase over the prior record set at this time in 201In the first ten months of 2015 record levels of net new assets have been gathered by Active ETFs / ETPs listed globally with net inflows of US$ 8.9 billion marking a 23 % increase over the prior record set at this time in 201in 2013.

ETP assets under management (AUM) surged to $ 3.4 trillion by 2017's end, boosted by a record $ 470 billion in cumulative net new money.

Net new asset inflows continued in the first quarter of 2014 when total client assets reached a record high of $ 2.31 trillion according to Charles Schwab's first quarter earnings release.

Second, in their new book, Value Investing — From Graham to Buffett and Beyond written by Bruce C.N. Greenwald, Judd Kahn, Paul D. Sonkin and Michael van Biema (Greenwald and van Biema are faculty members at Columbia Business School), the authors seem to have trouble identifying, and valuing, net assets.

A large part of Company B's modus operandi is to engage in massive asset redeployments, including acquisitions and going into new lines of business, massive liability and net worth redeployments (including common stock repurchases), management changes and taking advantage of attractive pricing in capital markets.

The corporation is implementing new net worth, liquid assets, capital and servicing fee requirements for participants in its Home Equity Conversion Mortgage (HECM) Mortgage - Backed Securities (MBS) program, also known as the HMBS program.

March totals for net new investments in stock and bond funds dipped to $ 49.4 billion, down from the previous month's $ 56.7 billion, according Strategic Insight, an Asset International Company.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

Larger entities that have net assets of over $ 1 billion must be in complaince of the new rule as of December 1, 2018.

In 2001, for example, investors cashed out of $ 17-1/2 billion in Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioIn 2001, for example, investors cashed out of $ 17-1/2 billion in Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioin Class A shares, and bought $ 16 billion in new shares, leaving the fund at year end with net assets of about $ 14 billioin new shares, leaving the fund at year end with net assets of about $ 14 billion.

For those new to the site, my argument is that a systematic application of the deep value methodologies like Benjamin Graham's liquidation strategy (for example, as applied in Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update) or a low price - to - book strategy (as described in Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation and Risk) can lead to exceptional long - term investment returns in a fund.

The changes to the financial requirements include an increase in the net worth requirement and new liquid asset and capital asset requirements.»

Accounting for 16 % of ETF assets at the beginning of 2016, fixed - income ETFs garnered a proportionally high percentage of flows for the year, bringing in 31 % of net new flows, SI reports.

Core net new assets were $ 43.4 billion in 2012, up 9 % from the prior year.

In that case, new shareholders buying common stocks at net asset value would receive a bargain versus existing shareholders since the price new shareholders would pay, would reflect a 100 % deduction for these deferred tax liabilities which might never, in fact, become payablIn that case, new shareholders buying common stocks at net asset value would receive a bargain versus existing shareholders since the price new shareholders would pay, would reflect a 100 % deduction for these deferred tax liabilities which might never, in fact, become payablin fact, become payable.

Net flows gathered by ETFs / ETPs in September were strong with US$ 25.19 Bn of net new assets gathered during the month marking the 32nd consecutive month of net inflows, according to preliminary data from ETFGI's September 2016 global ETF and ETP industry insights report (click here to view the ETFGI global asset growth charNet flows gathered by ETFs / ETPs in September were strong with US$ 25.19 Bn of net new assets gathered during the month marking the 32nd consecutive month of net inflows, according to preliminary data from ETFGI's September 2016 global ETF and ETP industry insights report (click here to view the ETFGI global asset growth charnet new assets gathered during the month marking the 32nd consecutive month of net inflows, according to preliminary data from ETFGI's September 2016 global ETF and ETP industry insights report (click here to view the ETFGI global asset growth charnet inflows, according to preliminary data from ETFGI's September 2016 global ETF and ETP industry insights report (click here to view the ETFGI global asset growth chart).

By backing Sparkle Coin with diamonds, which have been shown to steadily increase in value over time more than other assets such as gold, early adopters have a safety net for their participation in this new economic ecosphere.

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..

The company, which invests on behalf of about 500 high - net - worth individuals, has acquired some $ 225 million worth of multifamily assets in each of the last three years with Memphis - based Covenant Capital, New York - based DRA Advisors and other equity partners.