Alan Mackenzie assumes the position of president, retail as head of a business unit with responsibility for
retail asset management and leasing for Triovest's existing retail portfolio, along with continuing to provide service to MGI's existing group of long - term leasing, asset management and development clients.
His retail asset management and leasing responsibilities will transfer to the new Retail Business Unit headed up by Alan Mackenzie.
Not exact matches
Brent Wilsey of Wilsey
Asset Management explains what he likes about shares of
retailers Michael Kors, Nordstrom and L Brands.
Stacey Gilbert, Susquehanna Capital Group Market Strategist, and Boris Schlossberg, BK
Asset Management Managing Director of FX Strategy, discuss the luxury
retail sector with Brian Sullivan.
With $ 1.8 billion in
assets under
management after four years of existence, Betterment's core business has been its
retail investors.
NAB said on Thursday that MLC had more than 1200 financial advisers, ran the largest
retail superannuation fund in the country, had $ 199 billion in
assets under
management and 3300 staff.
National Australia Bank's MLC - home to the country's largest
retail superannuation fund and $ 199 billion in
assets under
management - officially joined the bulging list of financial services sector initial public offering candidates on Thursday morning, when NAB chief executive Andrew Thorburn flagged intentions to divest the business.
The company said MLC had more than 1200 financial advisers, ran the largest
retail superannuation fund in the country, had $ 199 billion in
assets under
management and 3300 staff.
Our
asset management,
retail brokerage and private wealth
management businesses combine to create an integrated offer, delivered through more than 1,500 advisors across Canada and the U.S.
Southeastern
Asset Management, another institutional investor, worked with Mr. Icahn on another offer to buy Dell, and also supported an effort by Barington Capital Group, a hedge fund, to shake up the
retailer Dillard's.
«Over the next 10 years, we estimate ~ $ 740 billion in ETF flows resulting from 1) DC
assets rolling off into IRAs as workers retire (est. $ 6.3 tn, adding $ 440bn in ETFs), 2)
retail assets moving from wirehouses to independent advisors (est. $ 2.7 tn, adding $ 300bn in ETFs), and 3) increasing regulatory scrutiny on
management fees on retirement
assets under advisory,» notes Goldman.
Retail investors may be advised regarding portfolio construction or modification by Hymas Investment
Management Inc. (HIMI), generally with particular emphasis on the preferred share component, if an allocation to this
asset class is suitable.
Brookfield
Asset Management's stock is owned by many different of institutional and
retail investors.
Highland Capital
Management Fund Advisors, L.P. and NexPoint Advisors, L.P. are retail arms of Highland Capital Management, L.P. («Highland»), an SEC - registered investment adviser that, together with its affiliates, has approximately $ 14 billion of assets under m
Management Fund Advisors, L.P. and NexPoint Advisors, L.P. are
retail arms of Highland Capital
Management, L.P. («Highland»), an SEC - registered investment adviser that, together with its affiliates, has approximately $ 14 billion of assets under m
Management, L.P. («Highland»), an SEC - registered investment adviser that, together with its affiliates, has approximately $ 14 billion of
assets under
managementmanagement.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of
retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible
assets; volatility in commodity, energy and other input costs; changes in the Company's
management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.
Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and
Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to
Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and
Management Representation in Trade Shows and Conferences for Media Exposure
In the 1970's Smith Barney discovers it has a talent for both
asset management and funds along with
retail brokerage.
With more than $ 280 billion under
management, CSIM is one of the nation's largest
asset management companies, the third - largest provider of
retail index funds, and a top 10 provider of exchange - traded funds (ETFs) and money market funds.3 Aguilar joined CSIM in 2011 and is responsible for equity and
asset allocation mutual funds, ETFs, and separately managed accounts.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the
retail landscape or the loss of key
retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible
assets; volatility in commodity, energy and other input costs; changes in the Company's
management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of
retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible
assets; volatility in commodity, energy and other input costs; changes in the Company's
management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.
This is the first location in the Chicago area for the
asset - based 3PL provider of freight transportation
management,
retail project logistics, order fulfillment and warehousing services.
Revenues rose across the board in
retail, wholesale and
asset management and are on track to meet the company's full - year estimates.
Compared with the same quarter last year,
retail revenues increased 10 % and profits more than doubled, while
asset management revenues were up 4 % and profits were 50 % higher.
Regions provides traditional commercial,
retail and mortgage banking services, as well as other financial services in the fields of investment banking,
asset management, trust, mutual funds, securities brokerage, insurance and other specialty financing.»
To qualify, study participants had to be responsible for the
management, selection or oversight of
retail investor, pension, endowment or foundation
assets or their firm's investment platforms.
He joined BlackRock in 2011 from J.P. Morgan
Asset Management, where he was an executive director and portfolio manager in the Global Multi-Asset Group (GMAG) and was responsible for retail asset allocation solut
Asset Management, where he was an executive director and portfolio manager in the Global Multi-
Asset Group (GMAG) and was responsible for retail asset allocation solut
Asset Group (GMAG) and was responsible for
retail asset allocation solut
asset allocation solutions.
In order to demonstrate commitment to increased transparency within the financial industry, the Saxo Group has taken the initiative to publicise on a monthly basis key figures related to its activity, namely
retail assets under
management as well as daily average and monthly trading volumes.
Founded to help small businesses within the
retail, restaurant, hospitality, and real estate industries successfully grow and expand their ideas and concepts, Streetsense Capital provides intellectual and financial capital, strategic consulting, and
asset management, as well as access to the unparalleled expertise of Streetsense's multidisciplinary design and strategy team.
For 9 out of 10
retail packages, Esko solutions are used in packaging
management,
asset management, artwork creation, structural design, prepress, 3D visualization, and much more.
Following these developments, FCMB Group Plc's operating companies are now divided along three business groups — Commercial and
Retail Banking (First City Monument Bank Limited, Credit Direct Limited, FCMB (UK) Limited and FCMB Microfinance Bank Limited); Investment Banking (FCMB Capital Markets Limited and CSL Stockbrokers Limited); and
Asset & Wealth
Management (Legacy Pension Managers Limited, First City
Asset Management Limited and CSL Trustees Limited).
But are things at the
retail chain so bad that it would contemplate a takeover bid from an
asset management firm with less than $ 1 million in discernable
assets?
Municipal bond
assets under
management figure includes U.S.
retail municipal bond fund
assets and separately managed accounts.
Swedroe goes on to describe how CIBC Wood Gundy acquired Merrill Lynch Canada's
retail brokerage business in 2001, as well as TAL Global
Asset Management, a firm that managed billions in active funds.
Frank Stadler is principal and founder of Crusader
Asset Management Inc., an investment management company that provides advice to institutional and retail
Management Inc., an investment
management company that provides advice to institutional and retail
management company that provides advice to institutional and
retail investors.
This week saw the launch of a multi-
asset ETF solution for
retail investors from Progeny
Asset Management.
As Patrick O'Toole, VP of Global Fixed Income for CIBC
Asset Management notes, «The premiums
retail investors are currently paying have become more expensive since the credit crisis.»
LibertyShares ® ETFs are offered by Franklin Templeton Investments which, since 1947, has been dedicated to delivering exceptional
asset management for our institutional,
retail and high net - worth clients.
«MetLife's core businesses — employee benefits, protection and fee - based
retail products outside of the United States, and our growing
asset management arm — position the company well for profitable growth,» according to their CEO, Steven Kandarian.
As of December 11, 2008,
retail money market funds had $ 1.282 trillion in
Assets Under
Management (AUM), of which 77 % was in tax - exempt funds.
PNC Financial Services Group, Inc. provides diversified financial services, including
retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and
asset - backed lending; wealth
management and
asset management.
The company operates through the following segments:
Retail Banking, Corporate & Institutional Banking,
Asset Management Group, Residential Mortgage Banking, BlackRock and Non-Strategic
Assets Portfolio.
PNC Financial Services Group Inc is a financial services company engaged in
retail banking, corporate and institutional banking,
asset management, residential mortgage banking and global investment services.
Overall, Fidelity says use of its professionally managed account portfolios, across both
retail and workplace distribution channels — continues to increase significantly year - over-year, with
assets under
management topping $ 212 billion in managed accounts in 2015.
Robo - advisers use online portfolio
management tools to assemble low - cost portfolios of exchange - traded funds (ETFs) for
retail investors who don't want to do their own
asset allocation and rebalancing.
DF: I think one of the big things that's really pushed ETFs is that it is a very unique proposition because it is the only
asset management product that, regardless of your demographics, will allow you as a
retail investor, a financial advisor or large financial institution to have access to the same tool box at the same annual cost.
CIBC
Asset Management is one of Canada's largest asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutional cli
Asset Management is one of Canada's largest asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutiona
Management is one of Canada's largest
asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutional cli
asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutiona
management firms and provides a broad range of high - quality global investment
management solutions to retail and institutiona
management solutions to
retail and institutional clients.
The company manages
assets for institutional clients and
retail investors worldwide with $ 681 billion in
assets under
management as of September 30, 2016.
Tyler Mordy is president and chief investment officer at Vancouver - based Forstrong Global
Asset Management, specializing in global ETF portfolios for
retail and institutional clients.
In his book «Unconventional Success: A Fundamental Approach to Personal Investing,» David Swensen prescribes for
retail investors an
asset allocation markedly different from his
management of Yale Endowment.
According to Broders, working with
retailers to outline the best approach to maximize sales space, manufacturers can serve as an
asset to store
management when planning the best sales strategies.