You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Successful registered investment advisors have generally grown their employee bases just slightly under the percentage that they’ve added clients, in a sign that quality firms keep staffing up to pace with client needs, according to Wealth Management’s 2026 RIA Edge 100, released Monday. According to the list, which seeks to surface RIAs that have grown through their operations, not just market ...

During the Q&A, Tsang said quarter-to-date retail flows were running at CAD 90 million in net positive sales and added that the company was “cautiously optimistic” about the RSP season.Goldring and CFO Ken Tsang pointed to continued retail sales strength. AGF reported CAD 282 million of retail mutual fund net sales in the fourth quarter, described as 0.8% of mutual fund AUM for the quarter, versus 0.5% for the Canadian mutual fund industry. For the full year, AGF posted retail mutual fund net sales of CAD 9 ...

Core Viewpoint - KS Bancorp, Inc. reported strong financial results for Q4 and the year ended December 31, 2025, showcasing significant growth in earnings and assets, driven by continued loan demand and disciplined balance sheet management [1] Financial Performance - For Q4 2025, the Company reported a net income of $2.6 million, or $2.31 per diluted share, compared to $1.7 million, or $1.49 per diluted share, for the same period in 2024, indicating a year-over-year increase in net income [1]

Market Trend - Industry anticipates X Stocks on Solana could potentially achieve tenfold (10x) asset growth [1]

Core Insights - Merrill Lynch aims to expand its service offerings and investment options for affluent clients while enhancing its client-lending operations to drive asset growth and profitability in the coming years [2]. Group 1: Growth Strategy - The company plans to increase its market share by building its advisor force [2]. - Merrill Lynch is promoting alternative investments as part of its strategy to improve margins [2]. - The firm intends to offer more banking and lending services to support its growth objectives [2].

What if you could live in your bitcoin?With a 5-year annual growth rate of 60%, it's a desirable asset relative to homes in the United States, up less than 2% this year.Here's how you can do it 👇 https://t.co/6ehoHGePtG ...

Market Trend - An asset experiencing growth from 0 to 2 trillion USD in 16 years is likely to continue its upward trajectory [1]

Core Insights - Raymond James Financial reported Q3 FY2025 results with GAAP revenue of $3.398 billion, exceeding expectations of $3.376 billion, but Non-GAAP earnings per share fell short at $2.18 compared to the consensus estimate of $2.37, indicating mixed performance with strong revenue growth but profitability pressures due to legal expenses and rising costs [1][2][5] Financial Performance - GAAP revenue for Q3 FY2025 was $3.40 billion, a 5% increase from $3.23 billion in Q3 FY2024 [2] - Non-GAAP EPS decreased by 9% year-over-year, from $2.39 in Q3 FY2024 to $2.18 in Q3 FY2025 [2] - Net income available to common shareholders was $435 million, down 11% from $491 million in the previous year [2] - Pre-tax margin decreased to 16.6%, down 3.4 percentage points from 20.0% in Q3 FY2024 [2] Business Segments Overview - The Private Client Group generated net revenues of $2.49 billion, a 3% increase from the prior year, with total assets under administration for fee-based accounts rising 15% to $943.9 billion [2][5] - The Capital Markets segment reported a $54 million pre-tax loss despite a 15% year-over-year revenue increase to $381 million, primarily due to a $58 million legal reserve impacting profitability [6] - Asset Management revenues grew by 16% and pre-tax income by 22% over the first nine months of fiscal 2025, with assets under management totaling $263.2 billion, up 15% from June 2024 [7] Strategic Focus and Investments - The company has invested in advisor recruitment and compliance infrastructure to adapt to regulatory changes, emphasizing advisor expansion and retention as key success factors [4] - Non-compensation expenses increased by 28% year-over-year, while the company repurchased $451 million in common stock at an average price of $137 per share, reflecting a commitment to returning capital to shareholders [8] Future Outlook - Management expressed optimism regarding the investment banking pipeline and business setup for the fourth quarter, with a continued focus on recruiting financial advisors and maintaining capital strength [10]

Take a look at shares of Charles Schwab on the move today. Retreating a bit, but they did hit all-time highs earlier this morning following a beat on the top and bottom lines and still up almost 2%. The company pointing to accelerating asset growth and expanding its digital offerings with plans to launch spot Bitcoin trading.We've got a lot to talk about now in the CNBC exclusive with Charles Schwab CEO Rick Worster. Rick, welcome back. It's good to have you Sarah. Nice to see you.So, so double-digit growth ...