Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

With today’s technological advancements, financial advisors, insurance companies, broker-dealers, law firms and CPA firms never had it this good. Nowadays, turnkey asset management providers (TAMPs) ...

As demand increases for more holistic financial planning services, firms are looking to expand the market of financial advisers managing 401(k) assets. In the past, firms connecting financial advisers ...

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

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 ...

Strategically allocating your investments across different asset classes is the best way to balance risk and reward. It helps you optimize your portfolios for growth and stability while reducing ...

Ameriprise Financial points to growth in advisors and assets managed, which should drive fees revenue as expense growth has been under 1%. A macro environment of Fed rate cuts should lower interest ...

Lincoln Financial lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating. Lincoln Financial's stewardship assessment is constrained by its ...

An advisor’s AUM could be based on many clients with small investments or a few clients with big investments — or both. Many, or all, of the products featured on this page are from our advertising ...

Azzad Asset Management, based in Falls Church, Virginia, is ranked No. 58 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list. Total AUM: $1.5B Years in ...

The financial results were “supported by our asset management business recording US$112 billion of inflows, the continued growth of our wealth solutions business, and our operating businesses ...

Overview India’s asset management industry manages trillions of rupees across mutual funds, ETFs, and institutional ...