The Motley Fool

JUNE 6, 2024

Image source: The Motley Fool/Unsplash Changing your checking account can feel like a major upheaval, particularly if you've been with the same bank for a long time. Despite this loyalty, switching to a new bank can be a smooth process that is well worth the effort, especially if your personal finance needs have changed.

Accounting 130

Accounting Financial Institutions Fee Structure Banks 130

The Motley Fool

JULY 16, 2023

Image source: Getty Images Student checking accounts are offered by many banks. Often, you can get a checking account that comes with special features, such as waived fees. Once you're out of school, you typically will not be able to keep the specialized bank account any longer.

Accounting 130

Accounting Financial Institutions Banks Fee Structure 130

The Motley Fool

NOVEMBER 8, 2024

The other thing I'd say we've seen is we have seen some regional local commercial banks that have surprised us, and have really stepped up on some of our portfolio companies when they come in and beat us by a wide margin in terms of spread. When you get into due diligence, you're expecting certain banks. I'll ask the question again.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

JANUARY 16, 2025

That's because it targets an affluent clientele who generally spend more money, and it charges annual fees for many of its cards. The fee structure creates loyalty and a reliable earnings source, and the company has a best-in-class rewards program to make it worth it for card members. billion $36 billion Mastercard 3.4

Fee Structure 130

Fee Structure Financial Institutions Banks Accounting 130

The Motley Fool

JULY 29, 2024

If you need a few quick business ideas you can launch fast and cheap, here are three to get you started with a minimal hit to your bank account. If you eventually want to open your own eBay Store on the platform -- which gives you more listings and a different fee structure -- you can sign up for as little as $59.40

Fee Structure 130

Fee Structure Accounting Banks Investing 130

Axial

AUGUST 3, 2023

The most common answers: Retainer Fees Retainer Fees: 44% are fixed, one time fees; 31% are monthly Most Common Monthly Retainer Size: 49% of advisors said $5K – $10K per month Retainer Fees Deductions from Success Fees : in 2022, 56% of advisors said they deduct their retainer fees from the success fee.

Fee Structure 96

Fee Structure Banks Capital Companies 96

The Motley Fool

FEBRUARY 28, 2025

What I mean there is we lowered the base management fee so that, you know, that change in the percentage will reduce the base management fees we get. We also, you know, changed the incentive fee structure to be more consistent with what you see from other externally managed BDCs. Mark Hughes -- Analyst Very good.

Capital 130

Capital Asset Management Debt Leveraging 130

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

SEPTEMBER 20, 2023

Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures. A fund structure may have ten investments, but there are 100 mid-tier entities in that structure below the fund level—some of the clients making thousands of loans, which adds to the complexity.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

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. Security Services had revenue growth of 16% with some good underlying fee growth. Personal Banking was also up double digits at 13%.

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

JULY 22, 2023

Bank of America 's fine from the Consumer Financial Protection Bureau. Last story before we get out of here, Jason, stop me if you've heard this one before but Bank of America has been accused by regulators of opening fake accounts, double-dipping on fees for their customers with insufficient funds and withholding credit card rewards.

Banks 130

Banks Assets Portfolios Fee Structure 130

The Motley Fool

JULY 25, 2024

The market has experienced strong inflows into fixed-income funds and modest bank buying, while net issuance has run slightly below expectations. Although our transactional activity slowed in Q2, the portfolio is nearly 30% higher year over year, as Annaly remains firmly entrenched as a Top 10 non-bank holder of servicing rights.

Capital 130

Capital Assets Leveraging Portfolios 130

The Motley Fool

AUGUST 2, 2023

To get money into the account, users can transfer from other banks or use our money-in solution at physical stores, an important feature in an economy where cash is still dominant. In an under-banked country like Mexico, our strategy has been to serve and develop both sides of the market, payers, and merchants to drive market development.

Banks 130

Banks Leveraging Accounting Debt 130

FMG

FEBRUARY 27, 2023

From The Great Washington County Food Bank to Young Life, they have supported many of these causes for up to twenty years. We have discussed the importance of being up-front and disclosing fees on your website, so it’s great that Braun-Bostich & Associates has done just that.

Prospects 98

Prospects Fee Structure Asset Management Education 98

The Motley Fool

MAY 1, 2024

Operator Next question comes from Tristan Richardson with Scotia Bank. Operator Our next question comes from Neil Mehta with Bank of America. Neil Mehta -- Bank of America Merrill Lynch -- Analyst Thank you for taking my question. The first thing on your increase on the earnings on the fee rate. Thank you, gentlemen.

Capital 130

Capital Banks Assets Debt 130

The Motley Fool

OCTOBER 25, 2023

Now, let's shift to Slide 4 and talk about a very important theme in the mortgage industry, namely the ongoing retreat of banks from the sector, which is creating a major growth opportunity for us. As most of you are aware, banks used to dominate the mortgage industry with close to 100% market share in both originations and servicing.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

Diamond Consultants

SEPTEMBER 20, 2022

Can the new firm match or beat all existing rates, and do they offer solutions/products for all banking and lending needs (like securities-backed loans, mortgages, and traditional banking solutions like credit cards and checking accounts?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

Axial

DECEMBER 3, 2024

Bridgepoint Investment Banking Bridgepoint Investment Banking serves a range of privately owned companies. Combined, Bridgeport’s team have more than 360 years of investment banking experience, and they’ve moved more than $382 billion of capital across 475+ completed debt, equity, and M&A transactions.

Companies 52

Companies Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

MARCH 20, 2024

In consumer loans, our partnership with WeBank and other licensed banks facilitate us distributing small-sized cash loans and installment payment services, and we kept the default rate low by applying stringent tech-enabled risk management procedures. Gross margin for fintech and business services was 43.9%, up 10.3

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

JUNE 11, 2024

But, you know, we're not really banking on that. Operator Our next questions are from the line of Robby Ohmes with Bank of America. Robby Ohmes -- Bank of America Merrill Lynch -- Analyst Hey, thanks for taking my question. Robby Ohmes -- Bank of America Merrill Lynch -- Analyst Gotcha. How is that structured?

Leveraging 130

Leveraging Banks Capital Shareholders 130

The Motley Fool

JULY 18, 2023

During the second quarter, our consumer bank offerings continue to resonate with customers. As a reminder, we elected to take the benefit of the CECL transition rules issued by the joint federal banking agencies. We'll take our next question from Mihir Bhatia with Bank of America. Turning to Slide 10. Operator Thank you.

Accounting 100

Accounting Banks Capital Assets 100

The Big Picture

JUNE 7, 2023

You have to have a truly align fee structure and you have to kind of be willing to go down that road. But that second piece of advice is you can’t bank on being a multi-billion dollar launch. You can hire people out of banking and they’re multiple. But, you know, you have to have the right model.

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We typically hire people out of the banks. I can’t remember if he sat at Bear or Lehman, but it was one of the banks that no longer exist. Banking getting much better. And at the same time, the dot com bubble collapsed.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

FEBRUARY 6, 2024

My mental image was that he worked in the bank of, back of a bank approving mortgage applications. 00:29:44 [Speaker Changed] And and 50 bips is not an unreasonable fee structure for an actively managed fund. But there’s this one guy who came from downtown who wore a suit and no one quite knew who he was.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year. increase from 2023 and the highest annual total on record.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

The Big Picture

OCTOBER 17, 2023

So, so your fee structure is very different when you outperform the market. You take a performance fee based on that outperformance above beta. 00:24:31 [Speaker Changed] We refund the fee. 00:43:10 [Speaker Changed] Al also a, I mentioned orbiss fee structure is unique.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

NOVEMBER 3, 2024

Its fee structure is based on payment volume and the number of processed transactions, so it earns fees even if consumers and business clients are spending less. Bank and USAA. But its strong results illustrate the power of its diversified revenue streams, network effects, and its ability to win new customers.

Mergers and Acquisitions 130

Mergers and Acquisitions Fee Structure Financial Institutions Shareholders 130

The Motley Fool

MAY 9, 2024

So, on an unlevered basis, we can get a really nice return and you add on the fee structure that we can enjoy as a business. The next question comes from David Barden of Bank of America. David Barden -- Bank of America Merrill Lynch -- Analyst Hey, guys. And we recently announced the Silicon Valley 12 transaction.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Capital Leveraging 130

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. And I have subsequently worked for a Swiss private bank!)

Hedge Funds 64

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

The Motley Fool

AUGUST 7, 2024

Our next question comes from the line of Craig Siegenthaler of Bank of America. And I wouldn't over-index on their fee structure at this point. We'd rather offer low fees and due to our investments in technology and infrastructure operate at larger scale than our competitors. Steven Chubak -- Analyst That's great color.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

Pension Pulse

SEPTEMBER 16, 2024

Fee structures may change, with pressure on public companies to reduce management fees and focus on performance-based compensation. Continuation funds will become more popular as a way for managers to exit investments without selling at depressed prices.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

The Motley Fool

JANUARY 31, 2024

Operator The next question comes from Benjamin Black with Deutsche Bank. Benjamin Black -- Deutsche Bank -- Analyst Good morning and thank you for taking my question. This team effort will be instrumental in trialing some of these potential new features before we roll them out on Tinder. Please go ahead. Thanks a lot.

Leveraging 100

Leveraging Capital Stakes Shareholders 100

The Motley Fool

DECEMBER 7, 2024

Image source: Getty Images If bank branches in your area appear to be disappearing at a rapid rate, it's not your imagination. Further, if the current trend continues, an analysis conducted by Self found that physical bank branches could be extinct by 2041. The best banking apps are free to use but make your life easier.

Banks 241

Banks Fee Structure Accounting Financial Services 241

The Motley Fool

JANUARY 21, 2025

It also boasts a remarkably low fee structure of just 0.00001 XRP per transaction, a tiny fraction of a cent. Platform developer Ripple Labs has already secured partnerships with financial institutions, including Santander Bank and Canadian Imperial Bank of Commerce. For comparison, Bitcoin transactions cost around $1.90

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

MARCH 7, 2025

If you've ever collected a horde of spare coins in a jar -- saving them for years before placing them in rolls and depositing them at the bank -- you've had an introduction to the principle of micro-investing. Pay attention to fees. Fee structures vary.

Investing 130

Investing Fee Structure Mutual Funds Stakes 130

Axial

NOVEMBER 18, 2024

In this post, we cover: Definitions Key differences between brokers and advisors How Axial helps you find the right partner for your business To write this post, we used data from our network of brokers and advisors, which includes over 1,100 investment banks and M&A advisory firms, as well as 900 brokerage firms.

Fee Structure 52

Fee Structure Boutique Investment Banks Bidding Mergers and Acquisitions 52

The Motley Fool

FEBRUARY 15, 2024

However, to be clear, we did not make any material changes to our fee structure in Q4. And the blended average fee rate that you see reported is simply due to mix shift on our platform. We have a large compliance team that has best-in-class compliance approaches the same as any other fintech or bank.

Legal 130

Legal Assets Financing Finance 130