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 ...

offering. The Global AI in Financial Asset Management Market is Expected to Witness a CAGR of 33.84% to Reach Revenue of $11.39 Billion by 2025 In recent years, financial institutions are adopting the ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

The financial sector is accelerating its digital transformation by leveraging AI (artificial intelligence). As AI technology ...

Principal Financial Group's shares have gained 16% but lagged behind the S&P 500 due to net outflows in its asset management business. The company's recent financials showed positive improvements in ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. Processing Content And the ...

Sun Life Financial Inc. paid more than C$2 billion ($1.4 billion) to complete its stakes in two investment managers as the ...

BRATTLEBORO — A successful pitch from town staff resulted in adopting more modern financial and asset management software. "Despite its forward-looking attitude, [Brattleboro] needed a system for ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional financial planners for guidance. Women are playing an increasingly ...

CI Financial Corp. is an integrated global wealth and asset management company. CI’s primary asset management businesses are CI Global Asset Management (CI Investments Inc.) and GSFM Pty Ltd., and it ...

Christopher Hogbin will take over as CEO of Lazard Asset Management in December, as current chief Evan Russo steps into an advisory role after almost twenty years at the firm. Hogbin is a seasoned ...

Townsgate Wealth Management joins LPL Financial, serving $1.15 billion in assets with a focus on high-net-worth clients. LPL Financial LLC has announced that financial advisors Jim Murray, Larry ...