The Motley Fool

OCTOBER 11, 2024

billion or 17%, but excluding the prior year's net investment securities losses, it was up 10% on higher asset management and investment banking fees and markets revenue was up $535 million or 8% year on year. Asset and wealth management reported net income of $1.4 trillion and client assets of $5.7 NIR ex-markets was up $1.8

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 22, 2024

By leveraging AI, we will transform an industry that is ripe for innovation, establishing Rocket as the premier choice for clients and partners, including local real estate agents, mortgage brokers and financial institutions. Together, these assets represent a total of approximately $10 billion of value on our balance sheet.

Companies 130

Companies Assets Leveraging Banks 130

The Motley Fool

FEBRUARY 9, 2024

The WMIH merger brought us 1 billion in deferred tax assets. Second, we believe there's enormous opportunity for ROTCE accretion in our asset light strategies, including subservicing and our MSR fund since they don't take up any of our liquidity. Now, if you'll turn to Slide 12, let's give you an update on asset quality.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

MAY 2, 2024

First, we moved to a consistent measure of profitability of operating income across each segment of our business that excludes amortization of acquired intangible assets. Some of the areas we exited included Retail Primary Casualty, Risk-managed Architects and Engineers, and Intellectual Property Collateral Protection lines.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

Pension Pulse

AUGUST 16, 2023

Over the six months ended June 30, the fund’s largest gain came from public equities, with an exposure to major companies in the technology, communication, financials and consumer discretionary sectors delivering a 5.9-per-cent OMERS manages $127-billion worth of assets and has delivered annual net returns of 10.5 per-cent return.

Assets 52

Assets Collateral Portfolios Banks 52

The Motley Fool

JULY 26, 2023

We're in active discussions with potential new clients, and we're also building out our asset management capability in preparation for launching an MSR fund later this year. Finally, I'd like to update you about the 50 million change in our deferred tax assets in the quarter. The DTA on our balance sheet currently totals 657 million.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

AUGUST 27, 2024

One global financial institution, we replaced the patchwork of four of their next-gen and legacy endpoint vendors through a rigorous POC evaluation, Singularity platform was selected because of its multi-tenancy, broad operating system coverage, and leading AI-based security. But we have not devised any specific takeout programs.

Shareholders 130

Shareholders Best Practices Liabilities Accounting 130

The Motley Fool

JANUARY 16, 2024

Litigation finance is basically specialty finance that looks at legal assets, claims, litigation matters, arbitrations. Looks at those things as financible assets. Just like any other financial asset that has value, you can organize a financing package around the value of those assets, and that's exactly what we do.

Law Firms 147

Law Firms Legal Collateral Financing 147

The Motley Fool

JULY 20, 2023

We surpassed $1 trillion of assets under management. We believe our clients view us as the gold standard in alternative asset management. Our original strategic plan, which was to start in corporate advisory and then quickly move into private equity, followed by a succession of other asset management businesses over time.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

AUGUST 8, 2022

So, you got your assets whatever they are. But then the question is how do you fund those assets. Any kind, collateral, non-collateral. They don’t have collateral. Now does the FDIC even know how much risk they’re bearing 0 when all the assets are so encumbered that they’re all pledged as collateral?

Banks 81

Banks Debt Financing Finance 81

The Big Picture

APRIL 25, 2023

They’re almost a billion dollars in assets. There’s no doubt in my mind, as having run a firm that was $90 million in assets, the one that is coming where $3 and eventually $4, when the last deal closes, a billion dollars is a lot of assets. I have half a billion dollars in assets. RITHOLTZ: Right?

Legal 64

Legal Law Firms Consulting Consultants 64

Pension Pulse

NOVEMBER 10, 2023

dollar-denominated assets, which benefited from a strengthening U.S. Performance of the Base and Additional CPP Accounts The base CPP account ended its second quarter of fiscal 2024 on September 30, 2023, with net assets of $546 billion, compared to $547 billion at the end of the previous quarter.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: Yeah. RIEDER: Yeah.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Motley Fool

FEBRUARY 18, 2025

Cryptocurrencies are some of the most volatile assets you could invest in. The introduction of a stablecoin could increase adoption among large financial institutions for RippleNet, which uses XRP to process transactions as well as a bridge currency for conversion. But not every token is a winner in the world of crypto.

Collateral 246

Collateral Financial Institutions Assets Banks 246

The Motley Fool

APRIL 6, 2025

Bitcoin (CRYPTO: BTC) is increasingly an asset that major businesses are looking to buy and hold. That doesn't necessarily mean that average investors should copy their move -- after all, it doesn't make sense to buy most of the other assets that companies need to operate. The question is: Does that make the coin worth buying?

Companies 130

Companies Collateral Financial Institutions Taxes 130

The Motley Fool

FEBRUARY 20, 2025

In Brazil, we continued adding over 1 million customers per month, serving 58% of the population, and further consolidating our position as the third-largest financial institution in the country in number of customers. billion, reflecting our position as a trusted financial institution.

Banks 130

Banks Collateral Financing Finance 130

The Motley Fool

DECEMBER 13, 2024

One asset class Wood has not shied away from is cryptocurrency. Treasury bills, largely due to its staking mechanism in which investors can post Ethereum as collateral to validate transactions and earn rewards. However, I think Bitcoin and Ethereum are good long-term assets for investors to have at least some exposure to.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Collateral Financial Institutions 246

The Motley Fool

FEBRUARY 6, 2025

Our exited collateral protection insurance product line, or CPI, added 2.3 First, early last year, we exited several product lines, including primary casualty retail, business owners policy, risk managed excess construction, risk managed architects and engineers, and collateral protection insurance. points last year.

Liabilities 130

Liabilities Asset Management Securities and Exchange Commission (SEC) Shareholders 130

The Motley Fool

JANUARY 27, 2025

These were primarily related to the release of the majority of the valuation allowance against our deferred tax assets. Each quarter, we assess the recoverability of our net deferred assets, most of which are related to net operating loss and tax credit carryforwards from prior years. In the fourth quarter, total assets grew by $1.9

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. The Financial Times reported on Saturday that funds run by Goldman Sachs Asset Management are set to write down almost US$900 million at the end of the year.

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Motley Fool

DECEMBER 13, 2024

Gensler led the SEC when the agency instituted Staff Accounting Bulletin 121, which discourages many financial institutions from offering crypto custodial services, and the agency sued Ripple and its founders in what appeared to be an attempt to get the SEC more regulatory jurisdiction over cryptocurrencies.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Financial Institutions Exchange-Traded Funds 130

The Motley Fool

MAY 29, 2024

With more visibility into their own financial performance, more and more financial institutions have been able to refocus on strategic initiatives to improve their operations, create additional operating efficiencies, provide better user experiences for their clients, and improve their competitive positioning.

Banks 130

Banks Financial Institutions Mergers and Acquisitions Accounting 130

The Big Picture

FEBRUARY 20, 2024

You know, a lot, lot of things we were focused on at the time was trying to provide support to financial markets. So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. You need to come up with more collateral. I’m sorry.

Banks 59

Banks Stock Market Stock Market Legal 59

The Big Picture

OCTOBER 3, 2023

You’ve got a big asset management business that you care about. You know, you, you have certain structures, you have certain securities, you have certain assets on your balance sheet or that you’ve created. You know, funding a, a a a a institution or funding a bank is really important. They run outta liquidity.

Taxes 112

Taxes Banks Capital Debt 112