The Motley Fool

MARCH 24, 2024

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards Buying and holding investments can be worthwhile because of long-term growth. Expect to pay management fees when buying shares of index funds. It's wise to pay attention to these fees and prioritize low-cost funds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

JULY 23, 2024

Anyone can hire a financial planner, even for a few hours of advice, even if you have no savings and are struggling with debt. Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund. Financial planners are not just for "rich" people.

Financing 130

Financing Finance Debt Startups 130

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes. Working with these partners often presents new administration and reporting requirements.

Debt 97

Debt Hedge Funds Investing Banks 97

The Motley Fool

JANUARY 29, 2024

And maybe you have stayed away from cryptocurrencies until now only because you don't want to open and fund another investing account with yet another firm, sharing your financial details and bank account numbers over the internet just to get started. Its platform accounts for just about 10% of U.S.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

APRIL 24, 2024

Read more: unlock best-in-class perks with one of these brokerage accounts Accepting advice from someone without knowing about their training, experience, and philosophy on money management is like allowing a 12-year-old kid to drive your car because they swore they know how. Instead, they should die with the debt.

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

DECEMBER 19, 2024

debt to total capital ratio. We are extremely well positioned to spin Millrose and to be able to continue to repurchase shares and reduce debt as we have driven strong overall operating results to date. And then turning to our debt position, we had no redemptions or repurchases of senior notes this quarter.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

AUGUST 9, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. DNII is net investment income, or NII, as determined in accordance with the U.S.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

FEBRUARY 23, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. Generally Accepted Accounting Principles, or GAAP, excluding the impact of non-cash compensation expenses. DNII is net investment income or NII as determined in accordance with U.S.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. When I retire in three years, can I transfer the Roth 401(k) to a money market or high yield savings account with no penalties or taxes? Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

This is going to be BIG.

JULY 8, 2013

If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds. VC funds just don''t scale and so you don''t get the huge management fees and other worldly carry that you do from funds with big Bs.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

OCTOBER 17, 2024

Today, we manage the largest third-party private credit business in the world with $432 billion across corporate and real estate credit, up a remarkable 20% year over year. We have one of the largest, if not the largest, businesses in direct lending, CLOs, real estate debt and private investment grade credit. in the last 12 months.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

MAY 10, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income, or DNII. Generally Accepted Accounting Principles or GAAP, excluding the impact of noncash compensation expenses. DNII is net investment income, or NII, as determined in accordance with U.S.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. 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.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

NOVEMBER 8, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. DNII is net investment income, or NII, as determined in accordance with the U.S.

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JANUARY 16, 2025

Long-term debt fell $14 billion, driven by net redemptions and valuations, and global markets funding declined in line with assets. That is up modestly compared to the third quarter even as we paid down some debt and retired some preferreds. And we show another strong period of card openings and investment account growth.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. One, debt financing. billion in principal amount of convertible debt outstanding at an attractive blended cost of debt fixed at 0.8% We have $4.3

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Motley Fool

AUGUST 4, 2023

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income, or DNII, D&I is net investment income, or NII, as determined in accordance with U.S. generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

MAY 1, 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 U.S. businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

AUGUST 8, 2024

Then you look at monthly active accounts was up 3%. Total accounts was flat. It's like a private equity that retail investors can invest in because they also take on debt, they can do things like preferred shares, which are really more like debt than they are like stock, even though it's called preferred shares.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Motley Fool

JANUARY 12, 2024

We saw the deposit balance consumer accounts move lower this quarter but are now seeing more differentiation and behavior. In the lower average balance size accounts, the balances in there still remain at multiples of pre-pandemic levels, nearly three years past the last stimulus. They are modestly declining.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JANUARY 15, 2025

million new credit card accounts opened in 2024. We had a more meaningful growth in net checking accounts in 2024. And importantly, most of that growth came in the form of more valuable primary checking accounts. We've done this while maintaining our credit standards. We grew mobile active customers by 1.5 We also grew our U.S.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

NOVEMBER 5, 2024

Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4 These offerings illustrate the diversity of debt products available to us and the intentionality of our capital diversification philosophy. times, well within our target ratio or 5.2 At quarter end, we held $5.2

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

APRIL 22, 2024

Its account on one Chinese exchange was frozen, which they had a billion dollars that was locked up due to an investigation that apparently was not their fault and so they could not withdraw this billion dollars. They opened up accounts at this exchange under the name of Thai prostitutes. How did they get their bank accounts?

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

SEI

AUGUST 2, 2022

Regarding carryover and accumulations of distributions, there were 12 different approaches, from returning annually to the endowment to moving excess into an investment reserves account. On average, 74% of the annual operating budget comes from the endowment management fee and institutional support/shared service agreement.

Hedge Funds 52

Hedge Funds Education Venture Capital Management Fees 52

The Motley Fool

JULY 12, 2024

See the 10 stocks » *Stock Advisor returns as of July 8, 2024 In CCB, we had a record number of first-time investors and strong customer acquisition across checking accounts and card, and we've continued to see strong net inflows across AWM. billion or 21%, largely driven by higher investment banking revenue and asset management fees.

Banks 130

Banks Capital Financing Finance 130

The Motley Fool

OCTOBER 15, 2024

Consumer leads the way delivering solid organic growth with high-quality accounts engaged clients. For the 23rd consecutive quarter, we added significant net new consumer checking accounts and expanded our customer base and market share. In wealth management, we added another 5,500 net new relationships this quarter.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

NOVEMBER 5, 2024

Speaking from management on today's call will be Eric Lindberg, chairman of the board and interim president and chief executive officer; and Lindsay Gray, interim chief financial officer and SVP of accounting. Total debt was $429.3 Lindsay Gray -- Interim Chief Financial Officer and Senior Vice President of Accounting Yeah.

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

OCTOBER 11, 2024

Our broader set of credit card products continue to be well received by both existing customers and customers new to Wells Fargo with nearly 2 million new credit card accounts this year. per share of net losses on the sale of debt securities. Last month, we announced a multiyear co-branded agreement with Volkswagen Financial Services.

Banks 130

Banks Assets Capital Investment Banks 130

The Motley Fool

AUGUST 2, 2023

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 U.S. businesses; Ken Tanji, chief financial officer; and Rob Axel, comptroller and principal accounting officer.

Assets 100

Assets Capital Liabilities Asset Management 100

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 Capital Assets Shareholders 130

The Motley Fool

JULY 26, 2024

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. Credit card debt continues to get higher.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JANUARY 12, 2024

Total debit and credit card spend was up 7% year on year, driven by strong account growth, and consumer spend remained stable. Card outstandings were up 14% due to strong account acquisition and continued normalization of revolve. IB fees were also up 13% year on year, and we ended the year ranked No. Expenses of 8.7

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

FEBRUARY 21, 2024

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

Assets Banks Shareholders Portfolios 130

The Motley Fool

APRIL 12, 2024

Revenue was up 8% year on year driven by higher Card Services NII on higher revolving balances, partially offset by higher card acquisition costs from new account growth and lower auto lease income. Card outstandings were up 13% due to strong account acquisition and the continued normalization of revolve. In terms of the outlook.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banks 130