Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. Will AG 49-B be a May Day or meh day for IUL illustrations? Life Insurance Illustrations Model Regulation.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Motley Fool

FEBRUARY 8, 2024

We know that certain customer verticals, particularly financial services and regional banks, had unique challenges in 2023. There is mutual funds. I think the other places where we see pressure is discretionary spend, where customers have a decision whether to undertake a consulting project or a new initiative.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. What I mean by that is if you’re an investor in one of our funds, you own a little pro rata piece of Vanguard. So the model around ETFs is a little different.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. Natalie Wolfson is CEO of Orion. It was great.

Taxes 59

Taxes Mutual Funds Portfolios Finance 59

The Motley Fool

OCTOBER 24, 2023

In addition, we are engaging on consulting services and co-marketing projects that include leveraging our NFL sponsorship. issuer FNBO across consumer, commercial, and value-added services. Bank of China and Aon Financial Service in Japan have also signed on to use VAA and VRM. Also in the U.S.,

Taxes 130

Taxes Banks Consulting Consultants 130

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

ClearMoney

DECEMBER 5, 2021

His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

The Big Picture

JULY 18, 2023

Equally, I was also trying to become acquainted with the people that were my customers, who are the asset managers, both on mutual funds, insurance companies, hedge funds, private equity firms that were our counterparties. And sure enough, it was. We had a lot of late nights. And so I spent a lot of time going out.

Capital 52

Capital Hedge Funds Funds Assets 52

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.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Like they were outflows throughout 23 from mutual funds. And I’ve heard consultants pitch it, you know, in a down year you have like two years to change your mark on that.

Finance 59

Finance Financing Banks Assets 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So you also mentioned you’re at the intersection of three businesses; education, publishing, and financial services that are all inefficiently run and deserve to be disrupted. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? DAMODARAN: Has it, though?

Education 119

Education Finance Financing Taxes 119