Sentences with phrase «net new assets»

A client should maintain $ 100,000 in net new assets in the account for a six - month period to receive the cash back.

These funds pulled in $ 1.8 billion in net new assets.

According to Broadridge, the bulk of the $ 35 billion of net outflows from actively managed mutual fund accounts held at IBDs moved to ETFs, which recorded an increase of net new assets of $ 34.9 billion.

Net flows totaled $ 723 million for the month, down from the healthy $ 2.8 billion of net new asset flows seen in March.

James P. Gorman, President and Chief Executive Officer, said, «Morgan Stanley effectively navigated turbulent markets while consolidating our market share gains with Institutional clients and demonstrating resilience across the Global Wealth Management business as evidenced by record net new assets flows since the formation of MSSB.

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.

But analysts point out that the scintillating asset growth of VPAS is not yet a driver of net new assets for Vanguard — or of increased profits.

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 chart).

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

But, by multiple accounts, penetration rates still climb incrementally and DPM asset growth continues to be primarily driven by strong net new assets (NNA) rather than continuous top - ups from existing clients.

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.

Net new assets bought by new and existing clients jumped 142 percent from the second quarter a year ago to $ 64.5 billion.

As you pointed out earlier, the inflow so far in 2017 has been significant, and according to data on net new assets, the flows into bond ETFs this year are on pace to exceed last year.

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.

Also, if net new assets are coming in, aggressiveness can increase somewhat, but it matters whether the assets have promises attached to them, or are additional surplus.

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

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.

«During the first half of 2016, net new assets for passively managed mutual funds increased by $ 37 billion, or 14 %, for the retail distribution channels, while actively managed funds were down by $ 24 billion, or 0.6 %,» Frank Polefrone, senior vice president of Broadridge's data and analytics business, said Thursday in releasing results from the firm's most recent Fund Distribution Intelligence research.

Net flows gathered by ETFs / ETPs in September were strong with US$ 13.63 Bn of net new assets gathered during the month marking the 7th 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 chart for ETFs / ETPs listed in the United States).

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.

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 2013.

Smart Beta equity ETFs / ETPs listed globally have gathered 53.7 billion US dollars in net new assets in the first 10 months of 2015, according to ETFGI

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 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.

Open a new qualifying account with BMO InvestorLine, and fund it with at least A) $ 100,000 or B) $ 250,000 or C) $ 500,000 in net new assets and you may be eligible to receive A) $ 200 cash back, B) $ 500 cash back or C) $ 1,000 cash back.

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 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 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 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, by transferring in at least $ 200,000 + in net new assets and you may be eligible to have transfer fees covered up to $ 200.

Since, the net new assets ($ 150,000 — $ 60,000) is below the $ 100,000 threshold, John will not be eligible to receive a cash back.

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.

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.

Open a new qualifying account with BMO InvestorLine or fund a qualifying existing account, with at least $ 200,000 + in net new assets and you may be eligible to receive $ 1,200 cash back.

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.