The Charles Schwab Corporation announced today that its net income for the fourth quarter of 2014 was a record $350 million, up 9% from $321 million for the third quarter of 2014, and up 10% from $319 million for the fourth quarter of 2013.
JPMorgan, the largest U.S. bank by assets, posted a drop in fourth-quarter profit amid $990 million of legal expenses
Chief Executive Officer Laurence D. Fink, 62, is seeking to improve performance at the firm’s actively run products and appeal to individual clients.
Chief Executive Officer Brian T. Moynihan, 55, said last month that declines in trading revenue and low interest rates hurt fourth-quarter results.
The Excel India Fund, the largest and longest-running mutual fund in Canada solely focused on investing in India, is managed by Excel Investment Counsel Inc. ("EIC") and Birla Sun Life AMC Limited.
Three Williston natives and financial advisors — Clay Skurdal, Brion Norby and Brent Lee — now lead TruWealth Financial, a Lebenthal Wealth Advisory Practice.
As 2014 draws to a close, Manulife Asset Management, the investment management arm of Manulife, is experiencing another strong year featuring global sales and asset growth, expanded investment capabilities and thought leadership.