The Motley Fool

JUNE 15, 2023

Comparing JPMorgan Chase to Charles Schwab JPMorgan Chase is the nation's biggest bank , as measured by its $3.3 It also just happens to offer brokerage, wealth management, and investment banking services. Credit cards and other consumer banking offers are respectable-but-secondary businesses. trillion worth of assets.

Investment Banking 130

Investment Banking Investment Banks Asset Management Mutual Funds 130

The Motley Fool

JUNE 18, 2023

Although the nation's central bank kept its current target federal funds rate steady when it had a chance to raise it on Wednesday, the Fed's governors remain concerned that falling inflation is still a little too high. Mutual fund company T. Surprising almost everyone with some skin in the game, the U.S.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Hedge Funds Banks 130

The Motley Fool

OCTOBER 13, 2024

One of the best innovations in investing has been the exchange-traded fund (ETF), an investment vehicle that lets anyone easily buy shares of a fund that holds a group of related stocks, often in an index. The fund trades at a price-to-earnings (P/E) ratio of 16.6

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

The Motley Fool

APRIL 27, 2024

A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both. All broker-dealers that sell securities to the public in the U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

JANUARY 25, 2024

Ricky Mulvey: Earnings are back and banks are leading the way. Ricky Mulvey: We've got two big banks reporting today. How does that happen for a massive bank like Goldman Sachs? How does that happen for a massive bank like Goldman Sachs? Goldman, it's an investment bank. Jason, thanks for being here.

Investors 130

Investors Taxes Banks Education 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

APRIL 25, 2024

We saw investment grade, high yield, and bank loan volumes all increase as issuers took full advantage to raise debt early in the year. We are continuing to invest in our energy transition offerings where we see opportunities across our divisions. Our next question comes from Heather Balsky with Bank of America.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question. RITHOLTZ: Wow.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Motley Fool

JANUARY 28, 2024

Because I think it's especially pertinent right now, where we see a lot of investment firms, investment banks starting the year with these large scale market forecasts and they turn out to be very wrong, spectacularly the majority of the time. Everybody should bank on 100% chance of a recession.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right? Investment banks, there’s two and a few others.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. As he noted, the vast majority of our first quarter cancels stemmed from client events such as industry consolidation, cost pressures, fund closures, and reorganization.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. What about what happened with a lot of banks during the financial crisis? RITHOLTZ: It’s mutual funds. It’s hedge funds. MIELLE: Lots of cursing. MIELLE: Correct.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead. HAMBURGER: Really?

Legal 64

Legal Law Firms Consulting Consultants 64

The Motley Fool

JUNE 20, 2024

At that time, was interested in mutual funds. I bought this company's mutual fund. It was the 20th Century Ultra Fund that's since been renamed. I think it went into a family called the American set of Funds. I think it went into a family called the American set of Funds. Maybe 12, I'm guessing.

Mutual Funds 130

Mutual Funds Investing Banks Finance 130

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. We completed large deals with several multistrategy hedge funds, including conversions of a one-time Float Data sales into recurring subscription deals. Moving on to banks and broker dealers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. You end up doing investment banking in New York in the mid nineties.

Mutual Funds 52

Mutual Funds Finance Financing Investment Banking 52

The Motley Fool

JANUARY 22, 2025

Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025. We've got banks, banks, and more banks. We have earnings out from JPMorgan, Morgan Stanley, Wells, Citi, Bank of America. might look like.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

The Big Picture

APRIL 11, 2023

And if you’re a lazy value investor buying high yields, you’re going to be buying a lot of banks right now. DAMODARAN: A lot of regional banks right now have dividend yields of 6, 7, 8 percent. DAMODARAN: The write-offs are going to be the banks writing it off. RITHOLTZ: Right. RITHOLTZ: Not the debt. RITHOLTZ: Wait.

Education 119

Education Finance Financing Taxes 119

The Big Picture

FEBRUARY 12, 2024

They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. There were all these mutual funds.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Finance 59

Finance Financing Debt Banks 59

The Motley Fool

FEBRUARY 11, 2025

Vanguard recently executed its largest cut to investment fees in its roughly five-decade existence. The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). The fund also focuses on dividend payers and as a result has over a 4.6%

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147