Sentences with phrase «top client assets»

«Without that human presence to talk the investor off the ledge, will these firms retain their top client assets if the market goes down?»

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.

In contrast, it's a top three provider to 90 asset management clients, equivalent to just 30 % of the asset managers it does business with.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

Asset managers have been using MSCI risk models for years — the vendor has been in this game for four decades — and according to the most recent P&I rankings, 97 of the top 100 largest money managers are MSCI clients.

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.

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.

«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.

Finding the best or top funds in each asset class and or in each fund category has become the corner stone of advisor / client meetings.

Even the top entertainers and sports stars rarely become super-rich unless they have an iron discipline, and hand over their excess assets to an honest and talented advisor, who shepherds them and grows them, and gives the client personal advice as needed.

In January, the company topped $ 2 trillion in total client assets for the first time ever, and as of February, it had seen a 13 % jump in assets.

EC: We do the whole gamut of asset finance work for clients across the US, and our practice is top of the market — we have a place on every big deal.

This is dealing with firms that bring in... One of our top clients will bring in 150 million plus of organic assets this year, some of our smaller offices three, four million of organic assets.

Eversheds Sutherland's Technology, Outsourcing and Procurement (TOP) Group provides legal and commercial advice to clients in technology and intellectual property acquisition, licensing transactions, outsourcing agreements, procurement of technology assets, and complex business and support services.

Ian Jeffery, Lewis Silkin partner and CEO, said: «Alex is a real asset to the firm, providing not only top legal expertise to our sports sector clients, but an industry insider's knowledge, experience and empathy that further enhances our offering and service.

The broker then uses this real share as the basis for creating a crypto asset which can be bought by clients of the broker via NEM's blockchain ledger system and its XEM cryptocurrency (one of the top ten cryptocurrencies — in future, it will be possible to use other cryptocurrencies and the exchange will also allow trading between cryptocurrencies).

Summary: * Top asset raiser with ability to develop deep long term relationships with clients.

Managed multiple RFID asset and data management software projects for top clients in the pallet manufacturing / RFID software industry, generating over $ 2 million in revenue

M&M Mars Inc. (Boston, MA / Los Angeles, CA) 9/2003 — 5/2005 Region Sales Manager • Oversaw all aspects of both the Massachusetts and Los Angeles sales territory for the Mars Inc. brand Flavia, a gourmet, single cup office coffee system • Held responsibility for managing five independent distributor partners, five outside sales representatives, and two customer service representatives, ensuring client service, brand development, market penetration, and profit growth • Led the territory from inception in September of 2003 to $ 3.5 million territory for the calendar year 2005, utilizing a sales team that finished 2004 at 21 % over target and 36 % over target in 2005 • Earned award for territory profitability — based on return on total assets — in 2004, also achieving the ranking of the top territory nationwide based on sales growth and cost reduction