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

Learn strategies for High-Net-Worth individuals to manage wealth.

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

Net asset value is a measure of a fund's net worth. It's what's left over after you subtract all of a fund's liabilities from its assets. It's similar to shareholder's equity, which you'd find on the ...

Net asset value is a fund's assets minus liabilities, divided by shares outstanding. An ETF's net asset value fluctuates more often than a mutual fund's NAV. An ETF's net asset value can differ from ...

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

Citi reported $16 billion in net new investment assets for the last quarter of 2024. That figure — a way of measuring wealth managers' performance regardless of what investment markets are doing — ...

In net asset value (NAV) facilities, the borrowing capacity typically adjusts to reflect changes to the value of the underlying investment portfolio, and borrowers face the risk of potential borrowing ...

During March 2025, an institutional investor which includes Mackenzie mutual funds in its investment offerings made fund allocation changes resulting in redemptions of $144 million. Assets Under ...