Data reported by FUSE Research.

JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
The question ties into so many of the factors that distinguish large and small firms, various client niches and decisions about whether or not to hire staff.
Along with bringing in new households and assets, the Bank of America wealth management units are turning to loans, alternative assets and other offerings to do more with existing clients.
The largest wirehouse also reported a record quarter for wealth management revenues built on strong asset inflows in the third quarter.
Allowing artificial intelligence to make investment management decisions poses an organizational threat, according to the majority of advisors in Financial Planning's AI Readiness Survey.