Page 4 - Client Assets News Today

Mixed Message - As the market turns down, sharp rallies can occur, inflicting enormous pain on anyone underweight or short.

On August 23, the Securities and Exchange Commission (SEC) adopted new rules (Adopting Release) for private fund advisers under the Investment Advisers Act of 1940, as amended (Advisers...

Futu Holdings Limited (NASDAQ:FUTU) Q2 2023 Earnings Call Transcript August 24, 2023 Futu Holdings Limited beats earnings expectations. Reported EPS is $8.51, expectations were $6.89. Operator: Hello, ladies and gentlemen. Welcome to Futu Holdings’ Second Quarter 2023 Conference Call. At this time, all participants are in a listen-only mode. After management’s prepared remarks, there will […]

Establishing a registered investment advisor (RIA) firm requires making some important decisions. Among them is selecting a custodian or multiple custodians to maintain client assets and securities holdings. Understanding what the RIA custodian does (and does not do) is the first step in choosing one to work with. Ready to scale your business? SmartAdvisor can […] The post What Is a RIA Custodian? appeared first on SmartReads by SmartAsset.

Including March 2023 which reflects inflows of $19.0 billion from off-platform Schwab Bank Retail CDs issued year-to-date through March 31, 2023. April 2023 also includes an inflow of $12.0 billion... -Today at 07:46 am- MarketScreener

Diluted EPS of $0.28, adjusted EPS1 of $0.76 EBITDA of $206.4 million, adjusted EBITDA1 of $245.3 million Operating cash flow of $126.9 million, free cash flow1 of $143.3 million Total... -Today at 07:05 am- MarketScreener

Integrated Annual Report 2022 Summary 03 - ...

Integrated Annual Report 2022 Summary 03 - ...

On 22 May 2023, the FCA published a consultation paper (CP23/12) on the second phase of expanding the Dormant Assets Scheme. The Dormant Assets Scheme was initially set up to allow...

Over the past few weeks, equities have largely moved sideways. But it is not just the past few weeks that have been a wash.