Evercore Reports Record Third Quarter

Evercore Partners Inc. today announced that its U.S. GAAP Net Revenues were $227.2 million for the quarter ended September 30, 2014, compared to $187.3 million and $217.7 million for the quarters ended September 30, 2013 and June 30, 2014, respectively.


SEI beats 3Q profit forecasts

This differential in our tax rate equates to a positive impact of $.03 diluted earnings per share to our third-quarter 2013 earnings.


Morgan Stanley's Income Nearly Doubles

Morgan Stanley’s third-quarter adjusted revenue came in at $8.7 billion, a 7.4 percent jump from $8.1 billion in the quarter a year earlier, and considerably higher than the $8.17 billion that analysts had expected.


Charles Schwab Profit Rises 11% on Increasing Client Assets

The San Francisco-based firm's total revenue rose 12.9 percent from the third quarter of 2013 to $1.5 billion on asset management and service fees that climbed $66 million to $649 million and interest revenue up $69 million to $600 million.


Atlantic Trust surpasses $25 billion in assets under management

Atlantic Trust, the U.S. private wealth management division of CIBC reached a record $25.4 billion in assets under management at July 31, 2014, an increase of $1 billion from the previous fiscal quarter reflecting market returns and strong client inflows


Raymond James Assets Jump

Raymond James Financial reported improved performance in client assets, according to newly-released operating data.