The Motley Fool

JULY 30, 2024

S&P Global's position as a trusted partner across the financial markets is opening doors for Visible Alpha and private equity, banking and consulting and driving further penetration in asset management and research. As you know, there were over 60,000 seats that were eliminated from banks and investment banks since the COVID cycle.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

Pension Pulse

MAY 23, 2024

They both significantly outperformed their benchmark over the past five to 10 years,” says Keith Ambachtsheer, co-founder of pension consultancy KPA Advisory and director emeritus of the International Centre for Pension Management. “If I'm an economist by training and the opportunity cost of investing locally is high when a crisis hits.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

OCTOBER 27, 2023

To obtain information on factors that may lead to results different from those forecast by Vale, please consult the report Vale has filed with the U.S. Rafael Barcellos -- Santander Corporate and Investment Banking -- Analyst Good morning, and thanks for taking my question. My first question is about briquette.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Financing Finance 100

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. And finally, banking revenues. Excluding gains and losses on loan hedges were up 17%, driven by investment banking, which increased 34% on a reported basis and 12% excluding marks.

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

MAY 9, 2024

I'm with Western Avenue Advisors LLC, which was hired in April as an investor relations consultant to the company following Sara Buda's recent departure. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. My name is Bob Burrows.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

The Motley Fool

APRIL 25, 2024

Sustainability and energy transition revenue grew 15% to $78 million in the quarter, driven by strong demand for commodity insights energy transition products and benchmark offerings, as well as EV transition related consulting in mobility. And also if the large investment bank consolidation impact was in this quarter or if it hasn't hit yet.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. That’s rough guess.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

SEI

SEPTEMBER 17, 2022

Dennis McGonigle: On the second part of the question, certainly rising interest rates helped the liability picture. So what interest rates may be helping with on the liability side, the markets are taking away on the asset side. The consultants are driving more searches. Rajiv Bhatia: Makes sense.

Assets 49

Assets Banks Asset Management Accounting 49

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. It’s about surrounding yourself with not generalist consultants that come in and tell you this market is big and growing, right? It’s through a lot of work.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

JANUARY 12, 2024

While activity picked up in the fourth quarter with revenues up 22%, overall banking revenue continued to be impacted by a weak wallet globally. Investment banking was up slightly for the year, and we finished 2023 as a fifth-leading franchise. Banking revenues decreased 15% to $4.6 We certainly aspire to be better.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. ADMATI: Release from all civil liabilities which a court — above bankruptcy court struck down and now we’re — we were nowhere, it’s a mess. ADMATI: Yes.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

JULY 2, 2024

Like you can either be in lockstep with everyone else and do the whole recruiting for a consulting firm and then working at a consulting firm and then going to business school and then you know, ascending the ladder right. Oh, and you’re not gonna pay for a consultant or an expert if it’s simple, but look how complex it is.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I mean so MarketCounsel consulting will work with firms on really understanding their scope of services, taking inventory over their conflicts of interest, drafting out fee schedules, investment strategy.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

SEPTEMBER 26, 2023

And then very soon after, you know, bear Stearns fails, Lehman Brothers fails, the cracks were massive and there were so much for selling from the trading desks at the banks. There were so much for selling from the, something called SIVs, the special investment vehicles, right. That had mismatched assets. That’s an example.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Robert will be on the “for” team. JR will be on the “against” team.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

JANUARY 15, 2025

Banking was up 32% as we gained share across all three investment banking products. 2024 was the turning point for wealth as we sharpened our focus on investments, rightsized the expense base, and improved the client experience. Banking revenues increased 32% to $6.2 Markets revenues increased 6% to $19.8

Banks 246

Banks Leveraging Assets Capital 246