For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. Analysts use this formula to calculate it for ...

CEO Richard Steinmeier highlighted a strong beginning to 2025 with record-breaking performance, including $1.8 trillion in total assets and $71 billion in net new assets, representing a 16% ...

Q2 2025 Management View Christopher J. McComish, CEO, stated the company has made significant progress in repositioning its balance sheet to reduce asset sensitivity, improve asset quality, and invest ...

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want ...

Total Platform Assets at the end of April were $232 billion (up 5% from March 2025, up 88% year-over-year). Net Deposits were $6.8 billion in April, or a 37% annualized growth rate relative to ...

Net new organic advisory assets, which represent growth of “all-in” investment management accounts, have consistently grown at annualized rates of 6% to over 10%. Advisory assets have also ...