The Motley Fool

MAY 16, 2024

Maybe you're worried your child is going to be saddled with educational debt the same way you were. Make sure you understand and are comfortable with their fee structure (you may be charged an hourly rate, or you may be charged a percentage of the assets they manage for you). Check your financial professional's credentials.

Fee Structure 130

Fee Structure Education Taxes Finance 130

The Motley Fool

OCTOBER 22, 2023

Remember that not every online bank account has the same fee structure. It's important to carefully review all fees before opening a new bank account. Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards It's best not to become too reliant on this account feature, though.

Banks 130

Banks Fee Structure Financial Institutions Accounting 130

The Motley Fool

JULY 16, 2023

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards Here are the rules for student checking accounts Student checking accounts are, as the name suggests, intended for people who are in school. Can you keep the money in your current account or do you need to make a change?

Accounting 130

Accounting Financial Institutions Banks Fee Structure 130

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. As a reminder, our private loan strategy principally represents investments in the senior secured debt of private equity-sponsored businesses.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

Private Equity Wire

SEPTEMBER 20, 2023

When you have a portfolio of loans, you can measure your bad debt ratio across the broad spectrum of firms you’re lending to, understand your risk ratios, and carve out a niche for yourself. Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

The Motley Fool

FEBRUARY 23, 2024

Most notably and uniquely, our lower middle market strategy provides attractive leverage points and income yields on our first linen debt investments are also creating a true partnership with the management teams and other equity owners of our portfolio companies through our flexible and highly aligned equity ownership structures.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. Examine Fee Structures Understanding the fee structure of wealth management services is crucial to choosing the right advisor.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. Examine Fee Structures Understanding the fee structure of wealth management services is crucial to choosing the right advisor.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

MAY 1, 2024

I think we might see an erosion of the fee structure that's traditionally associated with wealth management assets under management between now and this 2050 year that you mentioned. They want to help companies raise debt. Both boys are out of college and they do not have any student loan debt. Some financial background.

Banks 130

Banks Leveraging Debt Assets 130

The Private Equiteer

FEBRUARY 28, 2023

Why Companies Do PIPE Deals Public companies have several options for raising capital: Debt from direct lenders or issuing bonds Rights issues Secondary offerings And finally, PIPE deals Debt is almost always cheaper than equity, and raising equity from the public is usually cheaper than dealing with sharps like hedge funds, PE, and Uncle Warren.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Fee Structure 52

The Motley Fool

AUGUST 2, 2023

And then, when looking at the quarter, we see about an 80 basis-point increase for shipping fees within the take rate. How you are thinking about the fee structure? So, it's the cost of the FGICs, and it's the cost of the debt that we take on to fund that and our equity participation. Curious what's driving that?

Banks 130

Banks Leveraging Accounting Debt 130

The Motley Fool

MAY 1, 2024

billion credit agreement and our run rate net debt-to-EBITDA ratio was 3.8x As it relates to capital allocation, we remain focused on delivering long-term value for our stakeholders through a balanced combination of high-return capital projects, dividend growth, debt reduction, and share repurchases. all of our debt has turned out.

Capital 130

Capital Assets Banks Debt 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. Canada's large pension funds issue debt and get rated by the rating agencies.

Hedge Funds 64

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

The Motley Fool

JULY 25, 2024

While repo rates remained stable, even declining 2 basis points in Q2, securitized debt expense increased in Q2 due to the high volume of securitizations we completed in the first six months of 2024. Taken together, our net interest spread, ex-PAA, increased by 15 basis points, reaching 1.24% in the second quarter. David L.

Capital 130

Capital Assets Leveraging Portfolios 130

The Motley Fool

MAY 9, 2024

As noted previously and given our strong balance sheet and liquidity position, we plan to remain opportunistic as it relates to the timing, size, and currency of our future capital market activities, including when we plan to refinance the $1 billion of debt maturing later this year. billion due in 2025.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Capital Leveraging 130

Fortune Financial

JANUARY 11, 2024

When was the last time these retirement plan fees were plainly explained to you, or your fees were actually reduced? Can you honestly say you are thoroughly acquainted with your plan statistics, fee structure or participant rates? This includes a study of your company culture.

Education 59

Education Legal Taxes Consulting 59

The Motley Fool

OCTOBER 13, 2023

The shift in the rate question from how high to how long has catalyzed more client activity, however, corporates have stopped waiting for rates to come down and are beginning to access the debt capital markets around the globe. And this plays to our strengths and strategy, in particular, our invaluable global network.

Banks 130

Banks Capital Assets Accounting 130

Axial

JANUARY 23, 2025

We employ a lean business model that makes our fee structure significantly more competitive than traditional M&A advisory firms. Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed.”

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

Axial

DECEMBER 3, 2024

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. Who would you choose in that case?

Companies 52

Companies Mergers and Acquisitions Consultants Consulting 52

The Motley Fool

JULY 18, 2023

The remainder of our funding stack is comprised of securitized and unsecured debt at 6% and 10% of our funding, respectively. I think if the Fed decides to extend some of the long-term debt or TLAC requirements based on the rules that exist today, we feel like we're in a good position. I was just curious about the debt collection fees.

Accounting 100

Accounting Banks Capital Assets 100

The Motley Fool

OCTOBER 25, 2023

We are also monitoring spreads on high yield debt issuance. Any idea for the sense of target assets under management and the fee structure and then how that will flow through the P&L once it's up and running? Kyle Joseph -- Jefferies -- Analyst Hey, good morning. Thanks for taking my questions.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 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. Has been structured in that way, and I think that’s a differentiator because it’s it’s a little different than investing in somebody that’s going to go trade high yield bonds or do public distrust.

Hedge Funds 111

Hedge Funds Funds Capital Management Fees 111

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. Go and grow.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

JULY 4, 2023

Tell us a little bit about some of the work you do that’s more than just, “Hey, I found the right fund manager for EM distressed debt.” ” It’s much more sophisticated than that. WEINSTEIN: Much more. Think of it, Barry, as we’re moving a battleship forward. That’s not that easy. RITHOLTZ: Right.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

FEBRUARY 15, 2024

So highlights from 2023 include significant growth in our subscription and services revenue through a down market, materially lower expenses, a return to profitability, a stronger balance sheet, we have more US dollar resources and less debt as we enter 2024, and we did this all while accelerating our product velocity.

Legal 130

Legal Assets Finance Financing 130

Axial

NOVEMBER 18, 2024

Selling a business is a long and complex process, and the fees vary considerably depending on the size and type of business you run and the broker’s fee structure. Still, knowing some industry averages and the breakdown of the types of fees you’ll see can be helpful. Success fees are generally higher for smaller deals.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52

The Big Picture

FEBRUARY 5, 2025

Ted Seides : You have to be very careful about what the structure of your investment is. So, to take an example, in the world of credit, distressed debt used to be bucketed in hedge fund strategies with quarterly liquidity. But it’s not a great match for the underlying liquidity of those debt instruments.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59