AUM is a key metric in investing and advisory services—here’s how it works, why it matters and what it tells you about firms ...

Stifel Financial (SF) published its selected operating results as of February 28, 2026, showcasing significant growth in client assets. The total client assets reached $557.71B, while fee-based client ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Victory Capital will report fourth-quarter 2025 financial results after the market closes on Wednesday, February 4, 2026. The Company will host a conference call the following morning, Thursday, ...

TrustCapital's Conquest Program, available for a limited time, gives new Crypto IRA clients a 2% match bonus when they ...

For July 2025, Charles Schwab SCHW recorded an increase in client assets. Total client assets at month end were $10.96 trillion, up 15% from July 2024 and 2% from June 2025. Client assets receiving ...

Jan 29 (Reuters) - Asset and wealth manager ‌Ameriprise Financial reported a ‌10% rise in its fourth-quarter profit on Thursday, as an artificial intelligence-fueled market rally boosted the value of ...

RBC Wealth Management has added a former UBS team that managed $770 million in client assets to its Syracuse, N.Y. branch. Creative Strategies for Modern Wealth Group, a seven-member team, includes ...

Margaret Wright and Bradley Martin. Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to ...

1 Due to rounding, numbers presented in these tables may not add up precisely to the totals provided. 2 Total AUM includes both discretionary assets under management and non-discretionary assets under ...

1 Due to rounding, numbers presented in these tables may not add up precisely to the totals provided. 2 Total AUM includes both discretionary assets under management and non-discretionary assets under ...