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Victory Capital Reports September 2025 Total Client Assets
Businesswire· 2025-10-09 20:34
Core Insights - Victory Capital Holdings, Inc. reported Total Assets Under Management (AUM) of $310.6 billion and Total Client Assets of $313.4 billion as of September 30, 2025 [1][5] - The company experienced long-term AUM net flows of -$244 million for the third quarter [2] Financial Performance - Average Total AUM for September was $308.0 billion, with average Other Assets at $2.7 billion and average Total Client Assets at $310.7 billion [2] - The third-quarter financial results will be reported after market close on November 6, 2025, followed by a conference call on November 7, 2025, at 8:00 a.m. ET [3][4] Company Overview - Victory Capital is a diversified global asset management firm with $313 billion in total client assets as of September 30, 2025, serving institutional, intermediary, and individual clients [5] - The firm utilizes a differentiated approach that combines investment autonomy with a robust operational and distribution platform [5]
Old National Renames Wealth Advisory Division
Globenewswire· 2025-04-07 13:31
Core Insights - Old National Bancorp has rebranded its wealth advisory division from Old National Investments to Old National Wealth Advisors (ONWA) to better represent the comprehensive services offered by its financial professionals [1][2] Company Overview - Old National Bancorp is the holding company for Old National Bank, ranking as the sixth largest commercial bank headquartered in the Midwest with approximately $54 billion in assets and $30 billion in assets under management [4] - The company serves clients primarily in the Midwest and Southeast and has a history dating back to 1834, focusing on long-term partnerships and community support [4] Wealth Advisory Services - ONWA has around 125 team members, including over 70 wealth advisors, primarily located in the Midwest and Southeast [2] - The services offered by ONWA include investment strategies, estate planning, financial and retirement planning, college saving options, insurance guidance, and tax planning [6][7] - ONWA operates under three service models tailored to client needs: 1. Investment Strategies Team for clients focused on investing and planning [7] 2. Private Wealth Management for clients planning for retirement and major life events, providing dedicated resources [7] 3. 1834 division for high-net-worth clients with complex financial needs, offering institutional services [7] Strategic Partnerships - ONWA is backed by LPL Financial, a leading independent broker/dealer and registered investment advisor, enhancing its service offerings [2][8]