The Motley Fool

FEBRUARY 6, 2024

Plus, Motley Fool retirement expert Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement. I will plug that. Jim Gillies: Sure.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) New York Stock Exchange Debt Legal 130

The Motley Fool

FEBRUARY 15, 2024

The second, Coinbase is not just a new asset class, it's also powering new financial services. First, as a new asset class, second is a new set of financial services; and third is a new application platform. We've already seen great demand as Bitcoin is now the second largest ETF commodity in the US, surpassing silver.

Legal 130

Legal Assets Financing Finance 130

Axial

NOVEMBER 9, 2023

Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Private Equity Professional

SEPTEMBER 20, 2024

Butterfly is an active investor in the agriculture, aquaculture, food and beverage products, food distribution and foodservice sectors. Olympus invests in a range of industries but has a specific interest in business services, consumer products, healthcare services, financial services, industrial services, and manufacturing.

Active Investors 130

Active Investors Debt Finance Financing 130

The Big Picture

OCTOBER 24, 2022

And it began outside of financial services. Now, when I start to think about financial advisory work, I can’t think of a place where personalization isn’t already something that advisors are wrestling with. In terms of kind of what this means for active and passive, I think there’s a lot to that.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

Pension Pulse

MAY 24, 2023

For an active investor, that provides opportunities,” Graham said, referencing CPP Investments’ approach of combing the globe and often making direct investments in a wide range of assets, from airports to toll roads and energy utilities to malls. Committed US$400 million to Carlyle Asia Partners VI, L.P.,

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

APRIL 16, 2025

One is, I think active investing collectively, and I don't mean to insult any active investors directly. Active investing collectively over history has always stunk. But for a long time, it was you could be an active investor or invest in the Vanguard 500 index fund. I think there are a couple of reasons.

Investing 130

Investing Mutual Funds Taxes Hedge Funds 130