Discover how the yield on earning assets measures a financial institution's efficiency in generating income from its assets and its impact on financial health.

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 ...

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 ...

Having wealth is essential in order to weather financial hardships like an unexpected medical expense or a job loss. For many families, building wealth can be difficult or impossible when there are ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

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 ...

Assets represent any items owned by an individual or a business that have the potential to grow in value. Defining assets isn’t easy, as “any item” is a broad category that encompasses myriad items ...

Learn about acquisition adjustments, their role in M&A premiums, and how they impact asset valuation, depreciation, and corporate taxes.

Edelman Financial Engines, a registered investment advisor with $288 billion in AUM, prides itself on its cool-headed, scientific approach to investment decisions. The philosophy underpinning ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The financial sector has been actively exploring distributed ledger ...

CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. Founded in 1965, CI has developed world-class portfolio ...