AUM – Investment Executive

Book growth fails to boost bottom line

melissa — Mon, 16 Oct 2023 04:23:00 +0000

Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels

melissa — Mon, 18 Sep 2023 04:03:00 +0000

Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

danielc — Thu, 30 Jun 2022 16:17:58 +0000

Meeting that goal may require new strategies and business models, Natixis survey suggests

stephanievanheuvelen — Mon, 16 May 2022 04:13:00 +0000

Growth was due to flows in financial assets and rising markets rather than expanding client bases

gregmeckback — Tue, 19 Apr 2022 04:06:00 +0000

Investors now have access to more than 200 ESG funds

gregmeckback — Tue, 19 Apr 2022 04:03:00 +0000

Client AUM is up by 55% since the pandemic began

gregdalgetty — Mon, 17 May 2021 04:10:00 +0000

While AUM was up, overall productivity has declined from 2020

gregdalgetty — Fri, 05 Jun 2020 04:06:00 +0000

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

michelleschriver — Thu, 07 May 2020 16:09:45 +0000

Assets return to fund companies during April rebound

gregdalgetty — Fri, 01 May 2020 04:13:00 +0000

AUM rose as advisors focused on wealthy clients in run-up to pandemic