The Motley Fool

MARCH 24, 2024

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. Stash savings in a high-yield savings account If you're not looking to put your savings to use yet, you can make a money move to boost your earnings.

Banks 130

Banks Accounting Management Fees Funds 130

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

JANUARY 21, 2024

Investors now have access to 11 Bitcoin-based ETFs, allowing exposure to the largest cryptocurrency even in account types that don't offer crypto-trading. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

APRIL 24, 2024

Just because someone claims to have inside knowledge doesn't mean they can offer anything meaningful to your personal finances. Let's say a TikTok personality tells you that retirement accounts are a waste of money. The same is true of many "financial experts." If you're taking money out early, you're disrupting that growth.

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

MARCH 20, 2024

Notably, video accounts total user time spent more than doubled as we enriched our short video content ecosystem. Firstly, for video accounts, total user time spent more than doubled in 2023, driven by strong growth in DAU and time spent per user. Thank you, everyone, for joining us. Going into each one of them.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

MARCH 18, 2024

Keep funding your account, and you may find that you're able to retire early with a large pile of money. But if you don't have kids monopolizing your time, you might be able to swing the duties of a landlord, allowing you to profit from your rental income without losing a chunk of that money to property manager fees.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

AUGUST 1, 2024

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. Management fees are up 21% and 92% of these management fees are from permanent capital vehicles. AUM not-yet-paying fees was $15.9

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 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. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. 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

The Motley Fool

OCTOBER 17, 2024

Importantly, private credit markets are expanding rapidly beyond financing M&A, and we're seeing a dramatic increase in demand for all forms of investment-grade private credit, including from many of the largest insurance companies and institutions in the world. Fee-related earnings were $1.2 in the last 12 months. Jonathan D.

Debt 130

Debt Management Fees Capital Assets 130

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 72

Investing Performance Fees Startups Management Fees 72

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

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 Finance Financing 130

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

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 16, 2025

Consumer banking continued to deliver strong organic growth with high-quality accounts and engaged clients, and they achieved a new record of client experience scores in December. And we show another strong period of card openings and investment account growth. Investment banking fees were $1.7 3 investment banking fee position.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

NOVEMBER 5, 2024

of our outstanding debt at the end of the quarter was variable rate in nature, illustrating the financing flexibility we have heading into the end of the year. With that said, we strive to demonstrate a proactive forward-looking mindset as we plan, position, and evolve our financing strategy for future growth.

Capital 130

Capital Assets Leveraging Funds 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

DECEMBER 19, 2024

The Hopper is a comprehensive suite of systems and procedures used to operate and manage the acquisition, financing, and development of land assets at scale, designed and refined by Lennar over the past 20 years. They were a natural external manager. Millrose will receive consistent cash flows pursuant to option contracts.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

MAY 14, 2024

We continue to cultivate high quality revenue streams, including advertising in video accounts and Weixin Search, mini games platform service fees, and e-commerce technology service fees, contributing to our gross and operating profit growth outpacing our revenue growth.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

APRIL 22, 2024

He had a scheme to hide his political contributions, which they said was the biggest campaign finance scheme ever. 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.

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 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

JANUARY 15, 2025

million new credit card accounts opened in 2024. In our auto business, we announced a multiyear co-branded agreement where we will be the preferred purchase finance provider for Volkswagen and Audi brands in the United States starting in the first half of this year. We had a more meaningful growth in net checking accounts in 2024.

Banks 130

Banks Assets Investment Banks Investment Banking 130

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

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

JULY 12, 2024

The momentum in this business is demonstrated by continued strong credit card spend and new account growth. Credit card revenue was stable from a year ago as higher loan balances driven by higher point-of-sale volume new account growth was offset by lower other fee revenue. Turning to commercial banking results on Slide 13.

Banks 130

Banks Assets Investment Banks Investment Banking 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

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. Starting in the first half of next year, we will be the preferred purchase financing provider for Volkswagen and Audi brands in the United States.

Banks 130

Banks Assets Capital Investment Banks 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. Lindsay Gray -- Interim Chief Financial Officer and Senior Vice President of Accounting And Krisztina, this is Lindsay.

Taxes 130

Taxes Accounting Consulting Consultants 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. So what does this mean? We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. We have $4.3

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Motley Fool

AUGUST 8, 2024

Then you look at monthly active accounts was up 3%. Total accounts was flat. Just the assets under management fees. Brian Feroldi: If a company is actually generating a break-even profit on the bottom line and is no longer dependent on investors and bankers to finance themselves, revenue growth is often very high here.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Motley Fool

MAY 2, 2024

We think five-year measurement periods do a good job of demonstrating our commitment to long-term accomplishments and accountability. Our large account risk managed errors and emissions and directors and officers' lines within professional liability. Finance if you want to go the bargain route. and Internationally.

Liabilities 130

Liabilities Shareholders Asset Management 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. Revenue of $4.7 I don't know.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banks 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. Asset and wealth management reported net income of 925 million with pre-tax margin of 28%.

Banks 130

Banks Capital Assets Investment Banks 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

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. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130