This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues.

Franklin Resources (BEN) reported preliminary month-end assets under management of $1.64 trillion at August 31, 2025, compared to $1.62 trillion at July 31, 2025. This month’s AUM reflected the ...

An increase in assets under management (AUM) does not automatically constitute a growth in research budgets for buy-side firms, a recent survey by Substantive Research has revealed. Buy-side research ...

Non-banking finance companies (NBFCs), especially those focused towards consumer durables and vehicle loan segments, could see muted assets under management (AUM) growth in Q2FY26 as customers ...

The Public Security Examination Commission has decided to extend restrictions on the activities of Aleph, a successor group of the now-defunct Aum Shinrikyo doomsday cult, for another six months. The ...

Having launched its first active ETF in Australia earlier this year, iShares says this has helped the firm reach $50 billion in assets under management (AUM). The milestone comes as the ETF provider, ...

Nippon India Silver ETF has crossed Rs 10,000 crore in Assets Under Management (AUM), marking a historic milestone for Silver ETFs in India. This achievement reinforces the growing acceptance of ...

MAI Capital Management is set to nearly double its size through a merger with Los Angeles-based Evoke Advisors, in a deal that stands out as the most significant RIA combination of the summer 2025 ...

LifeSight has been appointed as the full master trust provider for advanced electronics provider Emerson. LifeSight already offered drawdown solution to the company, but is now the master trust ...

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), the New York-based provider of innovative exchange traded funds (ETFs), has surpassed $1 billion in assets under management (AUM) in just two years since ...