The Motley Fool

OCTOBER 3, 2024

Investors have flocked to artificial intelligence (AI) stocks in recent times thanks to the technology's promise of revolutionizing everything from our daily lives to how businesses are run. And we're just at the beginning of this high-growth story. Today's $200 billion market is forecast to reach beyond $1 trillion by the end of the decade. All of this has translated into double-digit gains this year for many companies that support the development of AI -- or are developing AI themselves.

Shareholders 246

Shareholders Returns Investors Companies 246

XY Planning Network

SEPTEMBER 30, 2024

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.

100

100

AltAssets

OCTOBER 4, 2024

Apollo Global Management is planning the roll-out of a flagship fund likely to open next year to boost its overall assets under management to $1.5trn by 2029. According to Buyout Insider, this AUM boost will be driven by ‘dramatically’ scaling its private equity business. To date, Apollo’s private equity AUM totals $135bn and is expected […] The post Apollo eyes 2025 flagship fund to boost AUM to $1.5tn appeared first on AltAssets Private Equity News.

Buyout 110

Buyout Funds Assets 110

A Wealth of Common Sense

OCTOBER 3, 2024

We emptied the inbox this week covering other questions about getting your CFA designation, the types of bonds you should own in retirement, how pensions fit into a retirement plan, how to spend more money, teaching your kids about money, becoming a landlord, using a HELOC as an emergency fund, how analysts rate stocks and adding international exposure to your portfolio.

Funds 116

Funds Portfolios Assets 116

The Motley Fool

OCTOBER 4, 2024

It's no secret that Artificial Intelligence (AI) stocks have dominated the market for the last few years. With firms like PwC -- one of the "big four" accounting firms -- making claims that AI could add $15.7 trillion to the global economy by 2030 -- the hype makes sense. The revolution's poster child, Nvidia (NASDAQ: NVDA) , saw its stock skyrocket nearly 1000% from late 2022 to today, but the last few months have not been as kind.

Prospects 246

Prospects Accounting Returns Assets 246

Private Equity Wire

OCTOBER 3, 2024

Private equity firm Ares Management and billionaire Joe Tsai are in advanced discussion with Miami Dolphins owner Stephen Ross over the acquisition of stakes in the NFL team and related assets in deals that would value the business at $8.1bn, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as revealing that the potential transaction would see Ares Management acquire a 10% stake in a package that includes the Dolphins, Hard Rock Stadium, and Formula O

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Assets 98

A Wealth of Common Sense

OCTOBER 1, 2024

The pictures and videos from the wake of Hurricane Helene are unfathomable. One emergency respondent said the flooding in parts of North Carolina resembles biblical devastation. I can’t imagine trying to pick up the pieces if your town, home or business was destroyed by the storm. The good news is this country is pretty good about rallying the troops to help in situations like these.

118

118

The Motley Fool

OCTOBER 4, 2024

Most investors are drooling over Microsoft 's (NASDAQ: MSFT) jaw-dropping growth story. And let's be honest: With the company's $3 trillion market cap , it's hard not to. But a lesser-known perk to keep an eye on is its consistent dividend rewards to shareholders. Microsoft declared its first dividend for shareholders in 2003 and has been treating shareholders to consistent dividend increases for nearly two decades.

Shareholders 246

Shareholders Accounting Returns Investors 246

Private Equity Wire

OCTOBER 3, 2024

UK private equity firm NorthEdge has agreed the sale of global healthcare business, Helios Global Group (Helios), to Telemos Capital (Telemos), a European mid-market private equity firm, following a period of significant growth. Helios, the Cheshire-headquartered full-service healthcare communications group, works with world-leading pharmaceutical and biotech clients to deliver high-quality, high-impact services for its clients – including strategic consultancy; medical and scientific communicat

Private Equity Firms 98

Private Equity Firms Private Equity Firms Consulting Consultants 98

AltAssets

OCTOBER 4, 2024

Blue Ridge Partners has appointed industry veteran Pat Donegan as its Senior Managing Director. With over 25 years of leadership experience, Donegan has a proven track record in helping private equity firms and their portfolio companies enhance sales, operations, and overall business growth. His expertise lies in refining go-to-market strategies using a data-driven approach, resulting […] The post Blue Ridge Partners welcomes Pat Donegan as senior managing director appeared first on AltAss

Private Equity Firms 96

Private Equity Firms Private Equity Firms Portfolios Companies 96

A Wealth of Common Sense

OCTOBER 4, 2024

Housing can be a good investment. Anyone who bought a home before the pandemic can attest to that. The gains this cycle have been spectacular. But housing is also a form of consumption. You not only have property taxes and homeowners insurance but ongoing maintenance, lawn care, wear & tear, renovations, decorations, furniture, etc. I was reminded of this when we had a minor roof leak issue this week.

Taxes 109

Taxes Investing Financing Finance 109

The Motley Fool

OCTOBER 4, 2024

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. There are many important steps you can take in the course of your estate planning to set your loved ones up financially upon your passing. One big step is to put a life insurance policy in place so that the people who depend on you financially aren't left in the lurch.

Legal 246

Legal Assets Education Consulting 246

Private Equity Wire

OCTOBER 2, 2024

An affiliate of private equity firm Turnspire Capital Partners (Turnspire), has acquired GHP Group Inc (GHP), a designer and supplier of consumer outdoor living and indoor heating products, including patio heaters, barbecue grills and water dispensers. GHP supplies products through a portfolio of well-recognised brands, including Dyna-Glo, Bond, Pleasant Hearth, and Vitapur.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Legal Capital 96

AltAssets

OCTOBER 3, 2024

Vector Capital, a leading private investment firm focused on transformative technology investments, has announced that Amish Mehta has rejoined as a Managing Director and member of the Investment Committee. Mehta brings over 20 years of experience in technology and software investments in both private and public markets. He previously spent 12 years at Vector Capital, […] The post Vector Capital names Amish Mehta as returning managing director appeared first on AltAssets Private Equity New

Returns 94

Returns Capital Investment Firms Investing 94

A Wealth of Common Sense

SEPTEMBER 29, 2024

Imagine laying out the following scenario a few years ago: Inflation will hit its highest level in four decades. That will force the Fed to raise rates from 0% to 5%+ in a hurry. Inflation will eventually fall back to target but a recession isn’t the reason why. By the time the Fed is ready to start cutting rates the stock market will be back to all-time highs.

Stock Market 111

Stock Market Stock Market 111

The Motley Fool

OCTOBER 4, 2024

If you're looking to maximize your income in retirement, delaying Social Security benefits until age 70 is one of the simplest and most effective ways to do so. Age 62 is the earliest you can file, but for every month you delay benefits past that age, you'll receive larger monthly payments. By waiting until age 70, you'll receive the maximum possible benefit, based on your work history.

246

246

Private Equity Wire

OCTOBER 1, 2024

Global private investment firm Blackstone has committed to to invest £10bn ($13.4bn) in the United Kingdom to finance the construction of one of Europe’s largest artificial intelligence data centres, according to a report Forbes. Teh report cites an announcement by the UK government as confirming that the investment is expected to create 4,000 jobs at a new facility in Blyth, Northumberland, a site previously owned by battery startup Britishvolt, which had intended to produce electric vehicle ba

Hedge Funds 96

Hedge Funds Startups Investing Asset Management 96

AltAssets

OCTOBER 2, 2024

OceanSound, an investor in tech and tech-enabled services firms serving government and regulated enterprise end-markets, has closed its second fund. The oversubscribed Fund II closed with $1.49bn in total capital commitments. The company secured backing from a wide range of partners, including pension plans, foundations and endowments as well as asset management firms, family offices […] The post OceanSound Partners concludes second fund at $1.49bn appeared first on AltAssets Private Equit

Funds 95

Funds Asset Management Assets Capital 95

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.

Consulting 95

Consulting Consultants Investing 95

The Motley Fool

OCTOBER 4, 2024

Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) are now investors in OpenAI, the creator of ChatGPT. *Stock prices used were the afternoon prices of Oct. 1, 2024. The video was published on Oct. 3, 2024. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them.

Investors 246

Investors Returns Portfolios Investing 246

Private Equity Wire

OCTOBER 2, 2024

Coller Capital, one of the world’s largest dedicated private market secondaries managers, has launched Coller Private Credit Secondaries (CollerCredit), a Luxembourg domiciled private credit SICAV fund, accessible to eligible private wealth investors outside of the USA. The fund will be seeded with over $250m of capital from investors globally. According top a press statement, CollerCredit seeks to deliver a combination of absolute and risk-adjusted returns, diversification, and the opportunity

Capital 93

Capital Investors Funds Returns 93

AltAssets

OCTOBER 2, 2024

The Institutional Limited Partners Association (ILPA) has appointed Bart van Dijk as its new Managing Director, Head of Europe. The move will see van Dijk focus on expanding the company’s presence across the continent, while also bolstering its relationships with industry partners and policymakers. The firm is dedicated to representing over 600 institutions with more […] The post ILPA appoints Bart van Dijk as Managing Director, Head of Europe appeared first on AltAssets Private Equity New

95

95

Top 1000 Funds

SEPTEMBER 29, 2024

An increasing willingness of regulators to bail out investors at times of crises is reducing the competitive environment in which banks and financial institutions operate, the Fiduciary investors Symposium at Stanford University has heard. It is also encouraging more risky behaviour, and creating a fragile system in the longer run.

Financial Institutions 97

Financial Institutions Banks Investors 97

The Motley Fool

OCTOBER 4, 2024

Amazon (NASDAQ: AMZN) has been one of the best-performing stocks in the market, no matter which timeframe you look at. It has risen 47% over the past year, 115% in the last five years, and 1,060% in the past decade -- easily outperforming the market (measured by the S&P 500 ) over that timeframe. But none of that matters now, as you can't travel back in time to invest in Amazon earlier.

Debt 246

Debt Shareholders Returns Accounting 246

Private Equity Wire

SEPTEMBER 30, 2024

Global private equity firm Carlyle Group is exploring a potential investment in Thames Water, the UK’s largest water and wastewater company, which is struggling under the burden of debt pile of more than $15bn, according to a report by Sky News. The news comes as Ofwat, the regulatory authority for water services in England and Wales, is set to appoint an independent monitor to oversee Thames Water as early as next week.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Investing Debt 97

AltAssets

OCTOBER 4, 2024

Blackstone has begun raising its third Asia private equity fund with the aim to raise at least $10bn, Reuters has revealed based on source information. According to the source, the new buyout fund will predominantly focus on India with the highest percentage of capital allocated there. Despite its focus on Asia the claimed source stated […] The post Blackstone aims to pull in at least $10bn in new Asia-focused PE fund appeared first on AltAssets Private Equity News.

Buyout 91

Buyout Funds Capital 91

Financial Times: Moral Money

OCTOBER 3, 2024

Helping investors navigate the complexities behind decarbonising hard-to-abate industries will be essential, given the need to attract more capital

Financing 92

Financing Finance Capital Investors 92

The Motley Fool

OCTOBER 4, 2024

The internet boom culminated in a spectacular bust during the early 2000s, and it taught investors that it's difficult to pick winners and losers during a technological revolution. Many companies fail to survive once the dust settles, and only some manage to thrive. It's also difficult to predict what the economic landscape will look like in the years ahead.

Capital 246

Capital Exchange-Traded Funds Portfolios Funds 246

Private Equity Wire

OCTOBER 3, 2024

JPMorgan Chase & Co is joining forces with Cliffwater, FS Investments, and Shenkman Capital Management Inc to increase its footprint in the booming $1.7tn private credit market, according to a report by Bloomberg, citing unnamed sources familiar with the matter. Under the terms of the new partnership agreements, JPMorgan will originate loans and co-invest alongside the direct lenders, who will have limited opportunities to opt out of transactions during a specified timeframe, according to Bl

Banks 91

Banks Capital Funds Companies 91

AltAssets

OCTOBER 3, 2024

Xenon, a private equity enterprise located in Italy, has closed its Private Equity VIII fund on its hard cap of €500m According to RealDeals, the final close represents a considerable 67% increase in capital raised compared to its predecessor. Similar to its previous iterations, Xenon VIII will seek to invest in midmarket Italian firms in […] The post Italian Xenon concludes eighth fund on €500m hard-cap appeared first on AltAssets Private Equity News.

Funds 92

Funds Capital Investing 92

Financial Times M&A

OCTOBER 1, 2024

The deal struck this week marks the end of years of infighting among band members over the sale

111

111

The Motley Fool

OCTOBER 4, 2024

With the first three quarters of the calendar year in the books, investors are strolling into October with the major indexes at all-time highs and a more than 20% year-to-date gain in the S&P 500 and Nasdaq Composite. Go back even further, and the S&P 500 is up a staggering 50% since the start of 2023. Efficiency improvements and artificial intelligence (AI)-powered innovations are sending ripple effects through the stock market -- from changing how legacy companies do business to settin

Debt 246

Debt Capital Stock Market Stock Market 246

Private Equity Wire

SEPTEMBER 30, 2024

Morgan Stanley Capital Partners (MSCP), the private equity arm of Morgan Stanley, is reportedly exploring the sale of Sila Services in a deal that could valued the residential heating, air-conditioning, and plumbing services provider at $1.5bn, according to reports. According to a unnamed sources familiar with the matter, MSCP, which acquired Sila in 2021, has engaged investment bank William Blair to manage the sale process, with market insiders suggesting that the business could command a valua

Stakes 96

Stakes Investment Banking Investment Banks Debt 96

AltAssets

SEPTEMBER 30, 2024

Biotech investment specialist ARCH Venture Partners has raised more than $3bn for its latest early-stage investment fund, just two years after collecting a similar amount for its previous fund. The post ARCH continues pacey fundraising with over $3bn for latest investment vehicle appeared first on AltAssets Private Equity News.

Investing 96

Investing Funds Buyout 96