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What We Learned From Bank of America's Latest Report

The Motley Fool

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130
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BlackRock (BLK) Q3 2024 Earnings Call Transcript

The Motley Fool

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130
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Citigroup (C) Q2 2023 Earnings Call Transcript

The Motley Fool

We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. In fact, consistent with our strategy, we continue to leverage our retail network to drive 25,000 wealth referrals year to date through May, up 18% year over year. billion in 2017 versus 43.5

Banks 130
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Disasters and the Insurance Industry

The Motley Fool

PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. Those limits are higher due to the Tax Cuts and Jobs Act of 2017. With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now.

Taxes 130
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CDPQ Posts 7.2% Return in 2023

Pension Pulse

The current exposure enables leveraging the potential of these stocks, while avoiding an overconcentration as evidenced in the markets. I’m especially proud of our teams’ work across all asset classes, who, together, leveraged their expertise and networks to meet the growth and international expansion objectives of Québec companies.

Returns 59
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Beyond Inc (BYON) Q4 2023 Earnings Call Transcript

The Motley Fool

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130
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CPP Investments' CEO Discusses Fiscal Year 2024 Results

Pension Pulse

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. Our original investments were made in 2017. To generate $46.4