Page 2 - Client Assets News Today

XP Inc. , a leading tech-enabled platform and a trusted pioneer in providing low-fee financial products and services in Brazil, reported today its financial results for the fourth quarter of...

Q4 diluted EPS of , adjusted EPS1 of $0.81 2023 diluted EPS of $0.03, adjusted EPS1 of $3.11, up $0.01 from 2022 Q4 EBITDA of $60.5 million, adjusted EBITDA attributable to shareholders1 of...

Record Client Assets and Earnings Per Share Highlight Q1 2024 Performance

A round-up of regulatory and conduct updates and communications from the ICAEW Professional Standards Department.

Morgan Stanley (NYSE:MS) Q4 2023 Earnings Call Transcript January 16, 2024 Morgan Stanley beats earnings expectations. Reported EPS is $1.13, expectations were $1.05. Morgan Stanley isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here). Operator: Good morning. On behalf of Morgan Stanley, […]

December Core Net New Assets Exceed $40 Billion – Annualized Growth Rate of 6% Total Client Assets Reach Record $8.5 Trillion at Year-end, Up 21% ...

As a reminder, each registered investment adviser must file an annual updating amendment to its Form ADV within 90 days of its fiscal year end. This means an adviser with a December 31...

/PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Veerkloh,...

The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of November 2023 include: This press release features multimedia. View the full release...

On 24 November 2023, the industry-led Technology Working Group of HM Treasury’s Asset Management Taskforce (Group) released an interim report (Report) outlining a strategic blueprint...