The fastest rates of growth will likely continue to be among funds targeting North America, though, followed by Europe. Funds focused on the Asia-Pacific are expected to remain in third place by both ...
According to Gary Quinzel, vice president of portfolio consulting at Minneapolis-based Wealth Enhancement Group, an RIA with more than $85 billion in AUM, the cut and direction on future cuts were ...
Kevin Thompson, CEO and president of 9I Capital Group, a Fort Worth, Texas-based fee-only RIA with three employees overseeing some $33 million in AUM, said he’s afraid a wirehouse-like landscape ...
is pleased to announce that the firm has surpassed $2 billion in assets under management (AUM). 1 This latest milestone represents tremendous growth for the firm, which has achieved over $1.2 ...
The exams team also found that he reported false information on the ADV about the firm’s AUM and he did not identify one of three other co-owners of the firm, the SEC said. Williams, the ...
T. Rowe Price Group, Inc. TROW announced its preliminary assets under management (AUM) of $1.61 trillion for August 2024. The figure reflected a sequential increase of 1.6%. TROW experienced net ...
The category had one NFO which mobilised Rs 1,297 crore in the month. Among the passive funds, the AUM was at a record high of Rs 11.21 lakh crore which was approximately 17% of industry AUM. Other ...
The fund house has not only excelled in the short term but has also become one of the top three to five in terms of asset under management (AUM) and folio growth over the past three years. This ...
This is at least the second incident in two months, Richardson said. Fresno County Supervisor Sal Quintero said placement of his campaign sign on government property was a mistake. As the local ...