The Motley Fool

JANUARY 15, 2025

Average loans declined throughout the year as credit card -- as growth in credit card balances was offset by declines in most other asset classes, reflecting weak loan demand as well as credit tightening actions. We have enhanced our customer relationship management capabilities for our bankers and advisors. We also grew our U.S.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banking Investment Banks 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. We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year.

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

JANUARY 16, 2025

We produced 83 basis points return on assets and 13% return on tangible common equity. Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. In Banking & Wealth Management, revenue was down 4% year on year, reflecting lower NII on lower deposits with average balances down 7% as our CD mix increased.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 15, 2024

But overall activity is fine, unemployment is low and wage growth is steady, both of which bode well for the consumer overall and for consumer asset quality. The strong year-over-year fee performance was led by a 15% improvement in investment in brokerage services, mostly in our global wealth management business.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Both periods included net investment securities losses. Client investment assets were up 14% year on year, predominantly driven by market performance. NIR ex markets was up 7.3 billion or 56%.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

JANUARY 12, 2024

On net adjusted basis, we generated a 90 basis-point return on assets and a 15% return on tangible common equity. All of this was helped by the years of Bank of America's assiduous dedication to responsible growth. Outside of NII, we saw good growth in treasury service fees and wealth management fees.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. They might run into trouble.

Banks 130

Banks Investment Banking Investment Banks 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 Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

In banking and wealth management, revenue was up 6% year on year, reflecting higher NII on higher rates, largely offset by lower deposits with average balances down 8% year on year. Client investment assets were up 25%, driven by market performance and strong net inflows. Investment banking revenue of 1.6

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. We also expanded Zelman's investment banking capabilities into the commercial market in 2023.

Debt 100

Debt Finance Financing Banks 100

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 We've gained 100 basis points in share year over year as a result of the investments we've been making. retail bank are increasing. trillion in the last year.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

billion, as well as $900 million of net investment securities losses in corporate. CCB client investment assets were up 18% year on year. Client investment assets were up 18% year on year, driven by market performance and strong net inflows across our advisor and digital channels. Investment banking revenue of 1.5

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

JULY 16, 2024

JP Morgan's quarterly profit fell, that is excluding some one-off gains from their stake in Visa, but their operating profits fell, and that's even as their revenue was higher than Wall Street's expected, and they had a nice jump in investment banking fees. Holding on to those cash assets really matters.

Banks 130

Banks Mergers and Acquisitions Investment Banking Investment Banks 130

The Motley Fool

AUGUST 8, 2024

You hear about the investment banks that are running these IPOs, that it's their job to market and really try to create the biggest pool of money as you possibly can for the IPO. Just the assets under management fees. Why do you think expectations have changed so much for this IPO?

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I found this to be really a fascinating conversation about approaching the world of investing from a different angle. I joined, effectively, Deutsche Bank.

Banks 59

Banks Asset Management Assets Capital 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. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

FEBRUARY 22, 2024

eXp Realty North America and International represent our path to overall revenue growth powered by our cloud-based asset-light model, which allows us to continue iterating on our superior agent value proposition. So, there's definitely what we call risk management. I mean, we've got an interesting backdrop of things going on.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

JULY 16, 2024

Fees grew 6% year over year and represented 46% of total revenue in the quarter. Our strong fee performance was led by a 14% improvement in asset management fees in our wealth management businesses. We grew investment banking fees 29% year over year and saw sales and trading revenue increase 7%.

Banks 130

Banks Assets Taxes Liabilities 130

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 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And in AWM, we had record long-term net inflows of 234 billion, positive across all channels, regions, and asset classes. NIR ex-markets was up 3.1

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Big Picture

JANUARY 7, 2025

The Raymond James platform manages $1.6 trillion in total assets and advises on a whole lot more. When it comes to any asset management business, Barry, two things important. Make smart investment decisions and have investors to back you to do them right. of NAV of net asset value. Is there any other kind?

Capital 52

Capital Hedge Funds Buyout Funds 52