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

The Motley Fool

JULY 25, 2024

trillion in money market assets should gravitate toward longer-duration fixed income. In addition, agency MBS is highly attractive relative to other fixed-income alternatives, particularly corporates, as MBS nominal spreads are well above historical averages, while competing assets are trading at the tighter end of their historical averages.

Capital 130

Capital Assets Leveraging Portfolios 130

The Motley Fool

MARCH 20, 2024

Our search revenue grew multiple times year on year in 2023 as we ramped up monetization on these under-monetized assets. On top of this solid base, we're providing additional products and services in collaboration with licensed financial institutions, which generates high incremental margins as these revenues are recorded on a net fee basis.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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

The Motley Fool

MAY 9, 2024

In 2023, we invested $78 million in high-returning efficiency projects, improving our average annual PP&E by over 8% year over year to 1.42, another lever in continuing to drive performance in our stabilized assets. xScale joint venture with PGIM Real Estate for our SV12x asset.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Capital Leveraging 130

Hedgestone

JULY 5, 2023

A lawyer can also advise you on legal issues such as liability, tax implications, and intellectual property rights, ensuring that you are not unknowingly giving up any valuable assets or assuming any unwanted liabilities. Consider Cost Legal fees can add up quickly, so it is important to consider cost when choosing a lawyer.

Due Diligence 52

Due Diligence Legal Consultants Consulting 52

The Motley Fool

OCTOBER 25, 2023

In addition to Home Point, we closed the acquisition of Roosevelt Management, which provides us the professional team in the RA infrastructure for our asset management strategy. Finally, I'd like to update you on our deferred tax asset, which declined by 158 million this quarter and now totals 499 million.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

MAY 1, 2024

We remain focused on the integration efforts following the acquisition of Magellan last year, our management team has spent the past several months meeting with employees and visiting assets across all of our operations. And whether or not it's approximate to our assets or we serve quite a few utilities. Please go ahead.

Capital 130

Capital Assets Banks Debt 130

The Motley Fool

JULY 18, 2023

per diluted share, a return on average assets of 2.1%, and a return on tangible common equity of 21.7%. Offsetting these improvements was higher interest-bearing liability cost, which increased 263 basis points to 4.04% and reduced net interest margin by 215 basis points. per diluted share, a return on average assets of 2.1%

Accounting 100

Accounting Banks Capital Assets 100

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

The Motley Fool

AUGUST 2, 2023

SureTech and asset management, newer and smaller businesses, are also gaining traction as these products scale, and we improved the experience and product offering to our consumers. And then, when looking at the quarter, we see about an 80 basis-point increase for shipping fees within the take rate. Curious what's driving that?

Banks 130

Banks Leveraging Accounting Debt 130

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. And the fact that his vision and his team's excitement to join us, given our assets, the data and our vision on future work, were really extremely exciting to us.

Leveraging 100

Leveraging Capital Legal Shareholders 100

The Motley Fool

FEBRUARY 15, 2024

In Phase 1, crypto is a new asset class that people want to trade. We launched Coinbase Asset Management. All of these improvements will continue to grow Phase 1, crypto as a new asset class. The second, Coinbase is not just a new asset class, it's also powering new financial services. Q4 was $375 million, up 12%.

Legal 130

Legal Assets Finance Financing 130

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032. It’s much more appropriate for the underlying assets.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Motley Fool

FEBRUARY 25, 2025

We finished 2024 with cash and similar assets of $1.5 Could you talk about some of the drivers behind it, where you're investing some of the impacts of the fee structure, contra revenue, and you have restaurants flowing through the business? And that can be how do we think about our fee structures.

Fee Structure 130

Fee Structure Leveraging Capital Shareholders 130