Fortune Financial

JANUARY 11, 2024

From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future. Legal Considerations Considering legal requirements is essential while analyzing employee needs.

Education 59

Education Legal Taxes Consultants 59

The Motley Fool

FEBRUARY 15, 2024

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. However, to be clear, we did not make any material changes to our fee structure in Q4. Paul Grewal -- Chief Legal Officer Thank you, Alesia. On to expenses.

Legal 130

Legal Assets Financing Finance 130

Hedgestone

JUNE 17, 2024

They assess the value of a business, market it effectively, negotiate on behalf of their clients, and ensure all legal and financial proceedings are handled correctly. A reputable broker often has an extensive network that includes not just sellers, but also valuable contacts like accountants, attorneys, and even financiers.

Legal 52

Legal Due Diligence Fee Structure Startups 52

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

AUGUST 7, 2024

And this, coupled with the continued improvements we're making to the accounts transfers flow led margin balances to grow by over 20% in the last five weeks of the quarter to a two-year high of $5 billion. So, far, account balances overseas are a little bit smaller than the U.S. We see plenty of opportunity. Thanks for the question.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

Diamond Consultants

SEPTEMBER 20, 2022

Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? Can the new firm match or beat all existing rates, and do they offer solutions/products for all banking and lending needs (like securities-backed loans, mortgages, and traditional banking solutions like credit cards and checking accounts?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

The Motley Fool

OCTOBER 13, 2023

We believe that by peering offerings and simplifying our fee structure, we're going to incentivize our clients to deepen their relationships with us. Elevating the five core businesses to my leadership team will enable me to drive breakthrough accountability and sustainable results. So to bring it to life.

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

FEBRUARY 14, 2024

This year, we're also extremely focused on improvements on the expand side of our business, which really drives up spend per client account. However, we're not contemplating changes to our fee structure right now. I think we did a really great job with moving to the 10% platform fee.

Leveraging 100

Leveraging Capital Legal Shareholders 100

The Motley Fool

JANUARY 31, 2024

G&A costs, including SBC expense, declined 2% year over year in Q4 and 2 points as a percent of revenue to 12% as legal and professional fees declined by $11 million year over year. I do think that accounts for maybe the gap in expectations versus what sell-side analysts had for the quarter. Thanks a lot.

Leveraging 100

Leveraging Capital Stakes Shareholders 100

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

Axial

NOVEMBER 18, 2024

Selling a business is a long and complex process, and the fees vary considerably depending on the size and type of business you run and the broker’s fee structure. Still, knowing some industry averages and the breakdown of the types of fees you’ll see can be helpful. Success fees are generally higher for smaller deals.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52