The Motley Fool

FEBRUARY 20, 2025

The coin is designed to make it much less expensive and much faster to send money from an account in one country to an account in another country. In coming years, both coins are going to compete in the domain of tokenizing real-world assets onto their respective blockchains so that they can be tracked and transferred more easily.

Financial Institutions 241

Financial Institutions Assets Accounting Returns 241

The Motley Fool

APRIL 9, 2025

Go to your brokerage account and buy shares of this ETF. That's because the trust itself owns Bitcoin -- its only asset. Other holdings include Robinhood , Coinbase , and Nu Holdings -- all of which allow their customers to buy and hold a myriad of different digital assets, including Bitcoin. What's the catch?

Exchange-Traded Funds 162

Exchange-Traded Funds Assets Funds Accounting 162

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. Griffin's Citadel piles into shares of AI hotshots Palantir and Broadcom It's easy to see why top-tier asset managers are intrigued by the AI revolution.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

MARCH 19, 2025

per share in asset impairment charges, reducing its non-GAAP $6.62 per share, when calculated according to generally accepted accounting principles ( GAAP ). Although sales exceeded expectations, they still declined 5.8% year over year in Q4, and same-store sales declined 1.1%. The company recorded $4.58 per-share earnings to $2.30

Assets 245

Assets Accounting Companies Investors 245

Private Equity Insights

APRIL 4, 2025

This transaction may account for a significant portion of the 198.7m gain from subsidiary disposals listed in the latest accounts. In May 2024, the club announced the womens team would operate as a standalone business, while remaining part of the broader BlueCo investment portfolio.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Taxes Assets 147

The Motley Fool

JANUARY 20, 2025

Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. With significantly lower overhead costs, the company could offer free accounts and credit cards without annual fees and reduce borrowing costs, resulting in incredible growth since its launch.

Banks 225

Banks Financial Services Leveraging Accounting 225

Private Equity Insights

APRIL 9, 2025

Pantheon Senior Debt III comprises a series of vehicles including closed-end co-mingled funds, evergreen and rated insurance solutions, and separately managed accounts. The programme will target portfolios of senior secured, floating-rate, sponsor-backed assets across both LP-led and GP-led transactions.

Stakes 147

Stakes Assets Debt Capital 147

Private Equity Insights

APRIL 9, 2025

The transaction includes a 10-year, non-exclusive investment management relationship under which Bain Capital will manage assets across private credit, structured products, mortgage loans, and private equity. The transaction also helps advance the firms goal of reducing its leverage ratio toward its 25% target.

Capital Investments 147

Capital Investments Capital Stakes Investing 147

The Motley Fool

APRIL 9, 2025

Exchanging dollars for Tether or USD Coins is very straightforward, and then you have a crypto-based representation of simple dollars in your digital assets account. This coin is helping Ripple's payment services execute international money transfers, serving as a super-liquid pool of cash-backed assets.

Banks 130

Banks Assets Accounting Asset Management 130

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

Private Equity Insights

JANUARY 9, 2025

North America led the market, accounting for 65% of global deal value, followed by Europe at 22% and Asia-Pacific at 12%. Specifically, biopharma and medtech emerged as key sectors, offering firms opportunities to scale assets efficiently across the region. The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022.

Assets 130

Assets Funds Accounting Capital 130

Private Equity Insights

JANUARY 22, 2025

As of December 31, 2024, private equity accounts for 16.71% of the pensions total assets, while private credit represents 0.38%. In the buyout category, $197.2m was allocated, comprising $75m to Court Square Capital Partners V, 46m (~$47.2m) to Rivean Capital Fund VII, and $75m to Trive Capital Fund V.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Funds 147

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. While Lennar will acquire the WIP inventory and the homebuilding operations.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JANUARY 21, 2025

The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. The number of active brokerage accounts rose by 5% to 36.5 trillion in client assets to Schwab's platform. billion from asset management and administration fees. Net interest revenue reached $2.53 billion, and it grossed $1.5

Assets 130

Assets Asset Management Leveraging Prospects 130

Private Equity Wire

NOVEMBER 19, 2024

Alternative investments make up a substantial portion of MainePERS’ portfolio, accounting for 57.5% of its total assets. This category includes private equity, infrastructure, natural resources, alternative credit, real estate, and risk-diversifying strategies.

Due Diligence 103

Due Diligence Pension Funds Legal Asset Management 103

The Motley Fool

SEPTEMBER 22, 2024

There are plenty of ways to track your wealth over time, like watching your savings account balance. Here's how much the average adult in their 30s is worth Net worth is simply a measure of your assets minus your liabilities. Assets include things you own, like a home, a car, retirement savings, bank accounts, and personal property.

Liabilities 246

Liabilities Debt Assets Accounting 246

The Motley Fool

DECEMBER 16, 2024

Karp proclaimed, "the experts that write about these things seem to believe the commodity, i.e., the LLM, is the valuable aspect of this and that the actual asset, meaning how you manage the commodity, is the actual value." By all accounts, Palantir looks unstoppable. Image source: Getty Images.

Assets 246

Assets Accounting Companies Investors 246

Private Equity Insights

JANUARY 13, 2025

Revenue has surged 50x, total payment volume increased 45x, assets under management grew by 30x, and credit issuance expanded by 140x. This new funding raises Float’s total capital secured over the past 12 months to $83m, including a $34.6m credit facility arranged in February 2024.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Finance 130

The Motley Fool

APRIL 11, 2025

Bright spots appeared in Corporate and Investment Banking, which saw a 2% revenue increase, and Wealth and Investment Management, reporting a 4% uptick augured by asset-based fees. One-time tax benefits accounted for a notable contribution to the quarterly results, yet the company stressed on consistent revenue growth going forward.

Banks 130

Banks Investment Banks Investment Banking Taxes 130

Private Equity Wire

JANUARY 13, 2025

According to Bain & Companys Global Healthcare Private Equity Report 2025, North America remains the largest market, accounting for 65% of global deal value, while Europe and Asia-Pacific make up 22% and 12%, respectively.

Due Diligence 96

Due Diligence Buyout Public Companies Assets 96

The Motley Fool

APRIL 7, 2025

The company's "Singularity" platform identifies and stops attacks in real-time, securing digital assets and protecting sensitive data. Fierce cybersecurity competition By all accounts, SentinelOne's growth trajectory is strong.

Initial Public Offering 182

Initial Public Offering Prospects Debt Assets 182

The Motley Fool

OCTOBER 21, 2024

Although your allocation may look different than it did in the past, how you move and manage these assets in retirement arguably matters even more in retirement than it did while you were working. The amount is a percentage of the account's value that changes with your age. What's a required minimum distribution?

Taxes 246

Taxes Accounting Liabilities Assets 246

The Motley Fool

OCTOBER 15, 2024

And you're probably wondering how your savings account balance compares to the amount of money your friends have in the bank. It's just a fancy way of saying what your total assets amount to once your debts are subtracted. But it doesn't mean the typical American has more than $1 million in assets after taking their debts into account.

Debt 245

Debt Accounting Assets Finance 245

The Motley Fool

JANUARY 31, 2025

We anticipate a substantial portion of this growth will be driven by robust performance from Skyrizi and Rinvoq to assets are expected to collectively generate nearly $24 billion of revenue in 2025, reflecting growth of more than $6 billion. We are also rapidly advancing our next-gen c-Met asset. In the U.S.,

Assets 231

Assets Portfolios Investors Taxes 231

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

Accounting 143

Accounting Stock Market Stock Market Assets 143

The Motley Fool

SEPTEMBER 14, 2024

After all, the company was essentially a vast and complex conglomeration of disparate assets. By looking at the company's price-to-book ratio , you could see how the market was valuing these assets, in a very rough way. In the past, Buffett believed that Berkshire's assets were worth at least 1.1 times book value.

Conglomerates 246

Conglomerates Shareholders Assets Accounting 246

Private Equity Insights

JANUARY 21, 2025

Investcorp has been chosen by Kumpulan Wang Persaraan (KWAP), one of Malaysias largest pension funds, to manage a $110m special managed account focused on private equity. KWAP, with over $36bn in assets, selected Investcorp from a field of more than 100 global private equity firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Capital 130

The Motley Fool

MARCH 28, 2025

billion in Amazon stock accounts for roughly 24% of Berkshire's $289 billion of invested assets. However, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Collectively, the $67.1 billion currently held in shares of Apple and the $2.06

Investing 319

Investing Buyout Assets Asset Management 319

The Motley Fool

SEPTEMBER 9, 2024

Having so much in savings that you have to open a taxable brokerage account just to invest it is a great problem to have. But there may be a way for high earners to save even more in their tax-advantaged retirement accounts. That could either be a Roth account within the 401(k) plan, or a separate Roth IRA.

Taxes 246

Taxes Accounting Assets Funds 246

Private Equity Insights

MARCH 11, 2025

The firm secured $22bn in new commitments, with evergreen funds accounting for $8.4bn, or 39% of total inflows. Partners Group highlighted 2024 as a record year for its evergreen investment strategies, attributing the success to the continued expansion of its private wealth distribution network.

Funds 147

Funds Performance Fees Capital Assets 147

The Motley Fool

DECEMBER 15, 2024

Those funds let investors add Bitcoin to their existing brokerage accounts, which is easier (and often cheaper) than maintaining a separate account with a cryptocurrency exchange. It hit $10 billion in assets faster than any ETF on record, according to The Wall Street Journal. markets in January 2024. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Asset Management Accounting 246

The Motley Fool

SEPTEMBER 7, 2024

Shaw and Steven Cohen of Point72 Asset Management -- sold off Nvidia stock and reallocated that money to the iShares Bitcoin Trust (NASDAQ: IBIT) , which has become the most popular of the new spot Bitcoin ETFs. The digital asset is up 40% year to date and set a new all-time high of $73,750 back in March. Image source: Getty Images.

Hedge Funds 246

Hedge Funds Assets Asset Management Stakes 246

The Motley Fool

MARCH 28, 2025

Do the ins and outs of required minimum distributions (RMDs) from individual retirement accounts (IRAs) have you feeling a bit overwhelmed? The "minimum" amount depends on your age and the value of the account in question as of the end of last calendar year. Don't panic! RMDs aren't as complicated as you might think.

Taxes 245

Taxes Accounting Assets Funds 245

The Motley Fool

OCTOBER 16, 2024

Figuring out who will inherit your assets after your passing can be a tricky and emotional process. The benefits of a living trust over a will A living trust is a legal arrangement that allows you to pass on assets to the beneficiaries you designate. You're able to maintain control over a trust and its assets as long as you're alive.

Legal 246

Legal Taxes Education Assets 246

The Motley Fool

NOVEMBER 2, 2024

It can also be overwhelming to work through your legal options for passing assets on to your heirs. You may be inclined to keep things simple on the estate planning front and use a will to transfer assets to your loved ones. With a living trust, your assets don't need to go through probate.

Legal 242

Legal Education Assets Accounting 242

The Motley Fool

OCTOBER 31, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

DECEMBER 14, 2024

In a very short time, it has become the most popular way for investors to get exposure to Bitcoin and now ranks among the top 1% of all exchange-traded funds (ETFs) in terms of assets under management. Unlike other ETFs you might have in your portfolio, it does not invest in a basket of diversified assets. That's a big deal.

Exchange-Traded Funds 237

Exchange-Traded Funds Funds Assets Accounting 237