The Motley Fool

JUNE 21, 2023

Fees One of the biggest factors to consider when evaluating a 401(k) plan is the fees that are associated with it. Many plans charge high fees that eat into your returns over time. These can include administrative fees, management fees, and expense ratios.

Due Diligence 130

Due Diligence Mutual Funds Management Fees Accounting 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

APRIL 29, 2024

Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. And this is kind of the second quarter of about a 40 quarter bitcoin gold rush where we are going to see bitcoin embraced by more and more banks, more and more money managers, more and more nations.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

MAY 28, 2024

Today, so many of our companies are software-driven, or their intangible driven, or their brands driven, that it's not so important, but it still remains a very important measure for bags, And JPMorgan is a lot of things, but at its core, it is a bank. Ricky Mulvey: You'd like to see a cautious person running a large bank.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

MARCH 20, 2024

In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

AUGUST 2, 2024

PGIM, our global investment manager, had higher asset management fees driven by favorable investment performance, contributions from the Deerpath capital acquisition, and equity market appreciation. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

OCTOBER 15, 2024

With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now. It sounds like these are just invested in straight mutual funds, so it would just be the performance of the mutual funds, but you would also want to see if costs are taken out of those as well.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

Pension Pulse

FEBRUARY 16, 2024

Some of these same investors made some notable bets on the banking industry, especially a regional lender that is currently under a lot of scrutiny: New York Community Bank ( NYCB ). The Soros Fund, AQR, and Millennium Management all increased their exposure to NYCB, which surprised Wall Street on Jan.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

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

ClearMoney

SEPTEMBER 24, 2021

French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Fama and Kenneth R. 5 (2010): 1915–1947. In US dollars.

Mutual Funds 52

Mutual Funds Investing Taxes Consulting 52

ClearMoney

JANUARY 4, 2022

4Five-year break-even inflation rate data from Federal Reserve Bank of St. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Data provided by Bloomberg.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

NOVEMBER 4, 2021

Momentum-focused strategies are banking on the sheer size of the premium outweighing the costs of that turnover. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

MARCH 1, 2022

Indexes are not perpetual motion machines free of maintenance, but require periodic management through additions, deletions, and security reweighting. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

ClearMoney

DECEMBER 13, 2021

We can’t predict the nature or timing of a crisis, but we can bank on human ingenuity finding a path through it. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

ClearMoney

DECEMBER 5, 2021

UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Education Assets Consulting 52

ClearMoney

DECEMBER 5, 2021

4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 7Using data from International Monetary Fund (2021). Federal Reserve Bank of St. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Debt 52

Debt Mutual Funds Capital Assets 52

ClearMoney

DECEMBER 5, 2021

Federal Reserve Bank of St. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Crowding Out.” London: The New Palgrave.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 16, 2021

UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Education Management Fees Banks 52

The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. The integration will nearly double our private markets management fees to over 1.5 billion Fund I to 20-plus billion in the most recent vintages. Craig Siegenthaler -- Bank of America Merrill Lynch -- Analyst Hey.

Assets 130

Assets Shareholders Asset Management Capital 130

ClearMoney

FEBRUARY 22, 2022

The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Motley Fool

FEBRUARY 25, 2025

Research outfit Standard & Poor's, a part of S&P Global , keeps track of the performance of all the large-cap funds available to U.S. In its most recent update of this data, it found that over the course of the past five years, 77% of large-cap mutual funds lagged the performance of the S&P 500 benchmark.

Mutual Funds 130

Mutual Funds Management Fees Banks Accounting 130

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

Private Equity Insights

JULY 21, 2023

Passing that milestone puts the firm in the same league as mutual fund behemoths and banking giants. On Thursday, Blackstone became the first in the private equity industry to hit that level, boasting in its latest quarterly earnings report that it managed just over $1 trillion in assets as of the end of June.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246