The Motley Fool

JULY 31, 2024

Our second-quarter pre-tax income was $248 million, delivering a 23% ROE, excluding mark-to-market on the owned portfolio. Excluding MSR mark-to-market, our pre-tax income increased 7% quarter over quarter, reinforcing the strength of our balanced business model overall. I believe performance fees typically occur end of year.

Capital 130

Capital Amortization Shareholders Finance 130

The Motley Fool

JANUARY 12, 2024

billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. Fourth quarter base fees and securities lending revenue of 3.6 Operating income of 6.6

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JULY 31, 2024

per share, amortization of acquired intangibles of $0.38 Excluding a nonrecurring, nonincome tax refund in the prior-year quarter, free cash flow was up approximately 25%. I was wondering if you could comment on current BetterHelp tax as we are in the third quarter. Consolidated net loss per share in the second quarter was $4.92

Leveraging 130

Leveraging Taxes Returns Shareholders 130