The Motley Fool

JULY 12, 2024

As managers of a large complex financial institution, we think about both the risks and the opportunities and work to be prepared for the downside while continually building our ability to serve customers and clients. This was partially offset by higher yields on earning assets. Looking ahead, overall, the U.S.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 6, 2024

Over the past year, we've seen Bitcoin mature further as an institutional-grade asset class with broader regulatory recognition and institutional adoption. In late December, FASB approved a change in accounting rules for certain digital assets, including Bitcoin, to be measured using fair value accounting.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

OCTOBER 11, 2024

We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. Nonperforming assets decreased 3% in the second quarter, driven by lower commercial real estate nonaccrual loans. Moving to Slide 9.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Walkner Condon Financial Advisors

OCTOBER 28, 2022

You will still have the ability to receive reports and reallocate the assets when you see fit. This allows you to consolidate your assets into one 401(k) plan for potentially better continuity in your investments. . The downside is that fees may not be lower than your previous plan and the investment lineup will also be different.

Mutual Funds 52

Mutual Funds Financial Institutions Assets Taxes 52

The Motley Fool

JULY 26, 2024

What big financial institutions are counting on from the Fed. But yeah, asset management fees are up 14%, and a lot of that's because the amount of money they manage swelled to $5.7 People were overpaying for a depreciating asset. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. trillion and client assets of $5.7

Banks 130

Banks Assets Capital Mergers and Acquisitions 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. John Fox -- Fenimore Asset Management -- Analyst Hi, Thank you. John Fox -- Fenimore Asset Management -- Analyst OK. Your line is open.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

JANUARY 19, 2024

Asset yields benefited from the maturity and replacement of lower-yielding fixed-rate loans and securities. The benefits of fixed-rate asset turnover will persist, overcoming the headwinds and driving net interest income growth in the second half of the year. We feel good about that asset class because we're good at it.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

JULY 14, 2023

We're really pleased with execution in this business as we continue to bring in new assets under custody and administration, which were up by approximately $2.4 However, we have seen activity pick up a bit in Asia for two quarters, with growing net new assets. trillion in the last year. Referrals from the U.S.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs.

Taxes 59

Taxes Amortization Financing Finance 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

JULY 20, 2023

We surpassed $1 trillion of assets under management. The first alternative manager to do so of more than three years ahead of the aspirational road map we presented at our investor day in 2018. We believe our clients view us as the gold standard in alternative asset management. Thank you all for joining the call.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 16, 2025

But Bitcoin continues to gain more widespread acceptance among investors, and financial institutions are warming to the cryptocurrency with their launch of spot Bitcoin exchange-traded funds (ETFs) last year. After about a year of existence, the ETF has about $56 billion in assets. Learn More Image source: Getty Images.

Exchange-Traded Funds 242

Exchange-Traded Funds Financial Institutions Management Fees Prospects 242

The Motley Fool

JANUARY 15, 2025

Overview of Goldman Sachs Group Goldman Sachs specializes in investment banking, securities, and investment management, serving a diverse client base that includes corporations, financial institutions, governments, and individuals. billion, highlighting robust management fees and asset growth to a record $3.14

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

JANUARY 24, 2025

This combination not only solidifies our position as the largest commercial bank headquartered in Greater Boston and a leading financial institution in New England but also allows us to deliver a broader suite of offerings to our customers, greater opportunities for our colleagues, and even stronger commitment to the communities we serve.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

Pension Pulse

NOVEMBER 21, 2024

AIMCo is Canada’s sixth-largest pension fund manager, investing money on behalf of 17 clients. The pension plans that account for the bulk of its assets have hundreds of thousands of members in Alberta including municipal and health workers, public servants, teachers, university professors, police officers and judges.

Pension Funds 64

Pension Funds Financing Finance Consulting 64

The Motley Fool

JULY 18, 2024

This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. As the largest alternatives firm in the world with nearly $1.1 How did we do it?

Assets 130

Assets Financing Finance Management Fees 130