The Motley Fool

NOVEMBER 8, 2024

We also benefited from significant fair value appreciation and the value of our External Investment Manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 11, 2024

billion were up $808 million or 4% year on year, driven by compensation including revenue-related compensation and growth in employees, partially offset by lower legal expense. billion, up 9% year on year largely driven by fee growth on higher market levels and volumes. Asset and wealth management reported net income of $1.4

Banks 130

Banks Capital Assets Mergers and Acquisitions 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 yield after management fees and actual capex and generated a 10.6% billion in refinancing of sales transactions. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

FEBRUARY 27, 2024

For example, 2023 saw strong rollouts for adult-use sales in Missouri and Maryland and Ohio legalized adult-use in November. We collected 100% of contractually due base rent and property management fees from our operating portfolio in Q4. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. billion were up 12% year on year, largely driven by higher revenue-related compensation, legal expense, and volume-related noncompensation expense. Asset and wealth management reported net income of 1.3 NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

NOVEMBER 5, 2024

And thus, our asset management team that has done a superb job on the public side, both here in the U.S. as well as in the international markets in London, they will continue to manage these assets. That's benefit number two. Any dispositions, any elements of that, we already have the team here. That's how this will work.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

OCTOBER 15, 2024

billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Expenses growth reflects the fee growth and other investments for our future growth as we continue to grow our advisor force through hiring of both experienced advisors and graduates from our training program.

Banks 130

Banks Leveraging Capital Assets 130

The Motley Fool

MAY 2, 2024

risks and International risk, I would leave it to you to draw your conclusions about legal environment, social inflation trends, litigation financing and what you would see in the rest of the world versus what we would experience in the U.S. It's risks that are outside the U.S. And as far as are there different risk profiles between U.S.

Liabilities 130

Liabilities Shareholders Portfolios Asset Management 130

The Motley Fool

JULY 14, 2023

billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. Asset and wealth management reported a net income of 1.1 billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

APRIL 12, 2024

billion were down 4% year on year predominantly driven by lower legal expense. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Equity Markets was flat. Securities Services revenue of $1.2 billion was up 3% year on year. Expenses of $7.2 Moving to the Commercial Bank on Page 6. Revenue of $3.6

Securities and Exchange Commission (SEC) 130

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

The Big Picture

JUNE 7, 2023

There was, to me at least an amazing article at the FT put out a couple months ago, which said this was news to me. So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. Each are issues and legal issues and administration issues.

Hedge Funds 109

Hedge Funds Funds Capital Returns 109

Sara Grillo

APRIL 11, 2022

He was my portfolio manager at the company that I had for more than 10 years, and now he went out and he started his… White has his own company, is managing about 500 million, but all he does is portfolio management, they don’t do financial planning, they are investment people, portfolio management people to… 0:31:45.1

Portfolios 52

Portfolios Investors Consulting Consultants 52

The Motley Fool

MAY 1, 2024

General and administrative expenses were $63 million, up 15% over the first quarter of 2023, primarily due to increased transaction volume, an effort to improve our NPS, coupled with higher severance and legal expenses. This quarter, we recorded a provision of $60 million for the antitrust litigation contingency.

Accounting 130

Accounting Liabilities Leveraging Legal 130

The Motley Fool

FEBRUARY 22, 2024

So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly. So, we're working on generating some additional revenue to pay some of that legal cost and then we made an adjustment to the discount on the stock comp plan.

Legal 100

Legal Management Fees Leveraging Companies 100

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Second, these anti-ESG articles miss the mark when it comes to Canada's large pension investment managers.

Investing 52

Investing Pension Funds Collateral Asset Management 52

The Big Picture

MARCH 27, 2023

DOMINIQUE MIELLE, AUTHOR, “DAMSEL IN DISTRESSED”: Well, it started with an article that I wrote as a hobby about my experience as a woman at Lehman Brothers, and it was picked up by Business Insider, and I realized a couple things. What made you decide to write a memoir about your decades in the hedge fund industry?

Hedge Funds 112

Hedge Funds Funds Assets Finance 112

Pension Pulse

NOVEMBER 7, 2024

He called out a sharp increase in third-party management fees, expanded staffing and higher wage and benefits costs, “without a corresponding increase to return on investment.” He said AIMCo’s clients were not informed in advance of the changes, citing legal considerations. Now, is this the right decision?

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

The Motley Fool

AUGUST 3, 2023

As we noted then, and I think it's worth repeating here, we are, of course, first and foremost focused on maximizing the value of each of our properties and having tenants with strong teams that can manage their businesses successfully through the inevitable ups and downs of this industry.

Debt 189

Debt Capital Legal Portfolios 189

The Motley Fool

AUGUST 1, 2024

Our strategy of acquiring Bitcoin in a manner we believe to be accretive to shareholders, thereby achieving Bitcoin yield, sets us apart from institutional Bitcoin investment options that charge a management fee, and we therefore achieve a negative Bitcoin yield as we measure it.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

NOVEMBER 7, 2024

Looking at state voting results, four states had cannabis legalization matters on their ballots in the election cycle, including adult-use programs for Florida, South Dakota, and North Dakota and medical use for Nebraska. million of contractually due rent interest and property management fees that were not collected during the quarter.

Legal 244

Legal Debt Assets Banks 244