A sharp fourth-quarter decline in net new investment assets weighed on Citi's wealth division, tempering full-year growth ...

The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors ...

Market appreciation can temporarily hide this issue, but markets do not build enterprise value; net new assets do. Without a strong organic growth engine, even well-managed firms ultimately stall.

LPL Financial's (LPLA) total advisory and brokerage assets at the end of November rose 0.5% M/M to $2.36T, compared with a 1.6% M/M increase in October. Total organic net new assets for the month were ...

Charles Schwab brought in $40.4 billion in core net new assets last month, a 15% increase over the company’s haul in November 2024, according to the company’s monthly activity report. Schwab’s total ...

Charles Schwab's (SCHW) core net new assets of $44.4B in October slipped 4% M/M and jumped 80% Y/Y, the company said on Friday. That marks a company record for any October. Total client assets of ...

Unless otherwise noted, differences between net new assets and core net new assets are net flows from off-platform Schwab Bank Retail CDs. 2024 also includes outflows from a large international ...

SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage ...

The MarketWatch News Department was not involved in the creation of this content. Third Quarter Core Net New Assets Equal $137.5 Billion, Up 44% Year-Over-Year 3Q Net Revenues Up 27% Year-Over-Year to ...