The Motley Fool

AUGUST 7, 2024

Assets under custody finished Q2 at a record $140 billion, up 57% year over year. A key driver of that asset growth was record Q2 net deposits of over $13 billion, which translates to a 41% annualized growth rate. It's also great to see how assets continue to diversify. Now, let's move to Q2 business results. In the U.S.,

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

Pension Pulse

SEPTEMBER 6, 2023

Private assets are popular in Australia's A$2.4 trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Axial

OCTOBER 21, 2024

The process is intense and involves business and market analysis, creating legal documents, preparing marketing materials, and negotiations. Confirm that any legal obligations or agreements (such as leases, contracts, supplier agreements) are settled and documented to avoid complications down the road. #4.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

Hedgestone

JUNE 17, 2024

They assess the value of a business, market it effectively, negotiate on behalf of their clients, and ensure all legal and financial proceedings are handled correctly. Lastly, review their fees and contract terms. Are they transparent about their fee structure? Can you imagine navigating all that alone?

Legal 52

Legal Due Diligence Fee Structure Startups 52

The Motley Fool

OCTOBER 13, 2023

And between our high-quality asset portfolio, our strong reserve levels are ample liquidity and our diversified earnings base, we are proving to our clients that we are truly a bank for all seasons. billion in assets under management and $1 billion of deposits. Turning to the quarter. We maintain a very strong $2.4

Banks 130

Banks Capital Assets Accounting 130

Hedgestone

JUNE 18, 2024

Valuation expertise to price businesses accurately Marketing strategies tailored to attract serious buyers Negotiation skills to secure favorable deals Handling of paperwork and legalities efficiently Moreover, their negotiation skills can be the difference between a good deal and a great one. What is the management fee for a broker?

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. Are you prudent?

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Big Picture

JUNE 7, 2023

And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. You have to have a truly align fee structure and you have to kind of be willing to go down that road. You know, credit is relative to every other asset class we see today and we invest.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

The Motley Fool

FEBRUARY 14, 2024

However, we're not contemplating changes to our fee structure right now. I think we did a really great job with moving to the 10% platform fee. Things like legal, things like logos for marketing and sales, other things like that are actually showing good, nice, healthy growth dynamics in Q4.

Leveraging 100

Leveraging Capital Legal Shareholders 100

The Motley Fool

FEBRUARY 15, 2024

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. In Phase 1, crypto is a new asset class that people want to trade. We launched Coinbase Asset Management. Most of the world's capital is held in institutions.

Legal 130

Legal Assets Finance Financing 130

The Motley Fool

JANUARY 21, 2025

The Ripple network's native token XRP (CRYPTO: XRP) is an excellent example of the explosive potential in this unique asset class. It also boasts a remarkably low fee structure of just 0.00001 XRP per transaction, a tiny fraction of a cent. And for many, the cryptocurrency industry has helped turn that vision into a reality.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Fee Structure Legal Financial Institutions 246

Axial

NOVEMBER 18, 2024

Selling a business is a long and complex process, and the fees vary considerably depending on the size and type of business you run and the broker’s fee structure. Still, knowing some industry averages and the breakdown of the types of fees you’ll see can be helpful. Success fees are generally higher for smaller deals.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52

Private Equity Insights

MARCH 13, 2025

Currently, private equity represents less than 1% of defined contribution plan assets, yet firms such as Apollo Global Management, Blackstone, and KKR see significant growth potential. Advocates argue that private markets offer diversification and potentially higher returns compared to traditional publicly traded assets.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147