The Motley Fool

SEPTEMBER 10, 2023

The 2023 Social Security Board of Trustees Report estimates that America's top retirement program is facing a funding obligation shortfall of a whopping $22.4 trillion long-term funding obligation shortfall may not be what you think. US Old-Age, Survivors, and Disability Insurance Trust Fund Assets at End of Year data by YCharts.

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Taxes Legal Banks Assets 246

The Motley Fool

SEPTEMBER 9, 2023

Mutual fund company Fidelity says the average person will spend on the order of $160,000 of their own money on healthcare over the course of their retirement. Updating these plans is not only courteous, but it will also save your survivors and family from unnecessary legal headaches -- and even financial and legal costs -- in the future.

Mutual Funds 246

Mutual Funds Legal Taxes Education 246

Private Equity Wire

APRIL 10, 2025

Compliance in private equity has long been a challenge for fund managers, GPs, and LPs. Vestlane eliminates inefficiencies by automating investor onboarding, integrating deep legal expertise, and embedding cutting-edge KYC/AML solutions reducing fund closing times by up to 40%. Second is our fund subscription automation.

Legal 53

Legal Startups Venture Capital Education 53

Private Equity Professional

JULY 11, 2024

Truelink Capital Management has held a final close of its inaugural fund, Truelink Capital I LP , with limited partner commitments of $875 million, exceeding its target of $600 million and its original hard cap of $750 million. © 2024 Private Equity Professional | July 12, 2024

Funds 100

Funds Education Financial Institutions Consulting 100

The Motley Fool

JULY 3, 2023

Save an emergency fund. It urged me to educate myself before actually investing and stay focused on long-term goals, which is how we at The Ascent advise readers to build their retirement savings. Legally speaking, ChatGPT is a bandit. Here are the first three steps it suggested: Set clear financial goals.

Investing 246

Investing Education Legal Finance 246

Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

Capital 97

Capital Funds Education Consulting 97

Private Equity Wire

MAY 17, 2024

Blackstone Growth and affiliated funds will acquire a majority stake in business software provider Priority Software from private equity firms TA Associates and Fortissimo Capital, who are both retiring a minority interest in the business. Kirkland & Ellis and Meitar provided legal counsel to Blackstone.

Stakes 98

Stakes Private Equity Firms Private Equity Firms Legal 98

Private Equity Wire

FEBRUARY 29, 2024

NVM Private Equity has acquired Vegetarian Express, a UK distributor of plant-based ingredients to the foodservice sector, from sustainable and impact investor Bridges Fund Management. NVM was advised by Womble Bond Dickinson, Food Strategy Associates, RSM, Continuum, AoN, Deloitte, Houlihan Lokey, Gateley Legal and Joelson.

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Funds Education Legal Companies 98

Private Equity Professional

OCTOBER 8, 2024

Shore Capital Partners has closed its inaugural Healthcare Advantage Fund , second Business Services Partners Fund (“Business Services Fund II”), and first Shore Search Partners Fund (“Search Fund”). The three new funds exceeded their targets and represent over $1.9 billion in combined capital commitments.

Capital 130

Capital Consulting Consultants Pension Funds 130

Private Equity Wire

OCTOBER 25, 2024

Founded in 1974 and headquartered in Gelsenkirchen, Germany, Schülerhilfe offers tutoring services aimed at improving students’ academic outcomes and progression, along with an expanding range of adult education offerings. Milbank LLP served as legal counsel to LLCP on the transaction.

Private Equity Firms 95

Private Equity Firms Private Equity Firms Education Investing 95

Private Equity Wire

SEPTEMBER 1, 2023

Clearlake's Discovery Education to acquire PE-backed DreamBox Learning Submitted 01/09/2023 - 11:32am Discovery Education, a global education technology company backed by Clearlake Capital Group, has agreed to acquire DreamBox Learning, an education technology provider serving more than six million students and 600,000 educators in the US.

Education 59

Education Legal Stakes Capital 59

Private Equity Insights

JULY 20, 2023

New fund for Alpine doubles the size of predecessor fund in 2021 a Certified B Corp people-driven private equity firm committed to building enduring software and services companies, announced today the completion of fundraising for Alpine Investors IX (“Fund IX”), reaching the fund’s hard cap of $4.5 Evercore Inc.

Capital 100

Capital Investors Buyout Funds 100

Clearlake Capital Group

AUGUST 29, 2023

CLEARLAKE CAPITAL-BACKED DISCOVERY EDUCATION TO ACQUIRE DREAMBOX LEARNING Latest Acquisition Will Expand Discovery Education’s Solution Suite Supporting Math and Reading Charlotte, NC (August 29, 2023) — Discovery Education , a global education technology company backed by Clearlake Capital Group, L.P.

Education 53

Education Capital Legal Leveraging 53

The Motley Fool

OCTOBER 18, 2024

That means financial institutions set rates based on what's most likely to happen, making educated guesses based on information released by the Fed. While they may be reasonably confident about what the Fed will do with the federal funds rate in the next three months, they're less confident about what will happen over a longer period.

Banks 130

Banks Financial Institutions Education Legal 130

The Motley Fool

AUGUST 31, 2023

Or do you want to set aside money for college, but not have to use it for educational expenses if they end up not needing it? Specifically, UTMA accounts can own physical assets (such as real estate and fine art), while UGMAs can only hold financial products like stocks and mutual funds. A custodial account could be the solution.

Accounting 130

Accounting Mutual Funds Banks Education 130

The Motley Fool

JULY 25, 2024

See the 10 stocks » *Stock Advisor returns as of July 22, 2024 We realized growth in both our commercial and education sectors. On the education side, both modernization and enrollment growth drove rentals. On the education side, both modernization and enrollment growth drove rentals. Both education and commercial was up.

Education 130

Education Mergers and Acquisitions Shareholders Funds 130

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

In general, people should strive to have an emergency fund that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency or unexpected expense. You want to invest these funds in a way that is going to be safe, but also provide a small return.

Funds 98

Funds Accounting Banks Taxes 98

The Motley Fool

APRIL 15, 2024

Even countries began to pursue the "Bitcoin standard" as the Central American nation of El Salvador adopted it as legal tender. While speculation is inherently uncertain, we can make educated guesses by analyzing current trends and anticipating future events. Take the halving, for example.

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Exchange-Traded Funds Education Legal Assets 130

Integrity Financial Planning

FEBRUARY 10, 2023

While you may be fairly savvy about your investments and wealth management, your family members with less experience will likely need support and education explaining how best to use the money that you are passing down to them. 5] There’s Trust in the Trust Another excellent tool for managing your wealth after you have passed is a trust.

Education 95

Education Legal Taxes Assets 95

The Motley Fool

DECEMBER 6, 2024

Some people add their young children as authorized users to their credit card accounts , giving them a huge leg up on a solid credit score long before they become legal adults and can open cards of their own. Borrow to make a purchase You may be able to qualify for a loan to buy a car or finance a furniture purchase, for example.

Collateral 130

Collateral Education Legal Accounting 130

The Motley Fool

MAY 8, 2024

In addition to reducing our corporate infrastructure, we're also reducing corporate expenses such as IT costs and legal expenses while continuing to optimize our manufacturing operations. Medical education and training are greatly aiding in the adoption of workflow technologies. Q1 2024 adjusted reserve development expense of $6.3

Education 130

Education Legal Debt Portfolios 130

A VC: Musings of a VC in NYC

MAY 28, 2019

While some of those offerings were scams or worse , many of the ones that are being investigated by the SEC are serious projects, started by some of the top cryptographers and computer scientists in the world, and backed by the leading token funds and venture capital firms in the US and around the world. But that has not worked.

Crowdfunding 86

Crowdfunding Legal Venture Capital Education 86

The Big Picture

MAY 20, 2023

Man Group is the largest publicly traded hedge fund in the world, whose history dates back 230 years to 1783. So despite what you’re hearing from some bosses, things will likely never go back to the way they were. ( Sweden’s solution is unique. That’s unlikely to change anytime soon.

Hedge Funds 119

Hedge Funds Education Legal Capital 119

Sara Grillo

APRIL 19, 2024

I’m not a lawyer – so please don’t interpret anything I say here as legal advice. An advisor can not redirect funds from a client’s account to an account that the client did not authorize funds to be directed to. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Due Diligence 97

Due Diligence Legal Accounting Education 97

The Motley Fool

APRIL 27, 2024

A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both. Do you or your firm have a legal or disciplinary history? What's your experience in the securities industry?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

Private Equity Wire

SEPTEMBER 28, 2023

Ambiguous to begin with, SFDR stipulations have been updated periodically, keeping fund managers perpetually in ‘catchup’ mode. “We spent a long time building out our compliance processes, and within three months of finalising, the regulator had announced a new template.

Due Diligence 98

Due Diligence Legal Education Assets 98

The Motley Fool

MAY 7, 2024

Now much has been written in Q1 about tightening student visa policies in many key education markets. The overall environment and numbers for international students are indeed important factors for Flywire's education business. Students wanting an international education will find it somewhere. In the U.K.,

Education 130

Education Banks Capital Finance 130

Walkner Condon Financial Advisors

APRIL 26, 2024

Discuss what accounts the two of you already have and how they are funded. It may also reveal any budget-related changes that might be required to fund these goals. If you and your partner’s incomes are similar, this account should be funded evenly between the two of you. This material is intended for educational purposes only.

Finance 103

Finance Financing Accounting Education 103

The Motley Fool

OCTOBER 10, 2024

with innovative federally legal, hemp derivative Delta 9, THC branded, and branded products. As Irwin said already, in the five months since legalization versus the five months before legalization, our Flower revenues in Germany are up 50%, and our extract sales are up 22%. It's five years now that cannabis is legal in Canada.

Legal 130

Legal Education Leveraging Taxes 130

The Motley Fool

AUGUST 14, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he is joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer. Just a couple from us.

Education 130

Education Accounting Legal Finance 130

Fortune Financial

JANUARY 11, 2024

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

Education 59

Education Legal Taxes Consulting 59

Trivest Partners

OCTOBER 22, 2024

Trivest closes Trivest Growth Investment Fund III with $730 million of total capital commitments. The meaningfully oversubscribed Fund will continue to focus exclusively on non-control investments in founder-led & family-owned businesses with EBITDA greater than $4 million. billion following TGIF III’s closing.

Funds 52

Funds Investing Education Legal 52

The Motley Fool

OCTOBER 24, 2024

Both our commercial business and our education rentals grew during the quarter. Our education business benefited from modernization and growth projects and encompass both public and private school customers. We have a large, diverse and high-quality customer base across commercial and education markets. A few questions.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Debt Taxes 130

The Motley Fool

JULY 31, 2024

This evidence of uptake and market response provides evidence that with time to promote and educate supported by outstanding execution, providers respond favorably to VASCEPA as a therapy that can benefit their patients. The early success in Spain further confirms what we learned from our promotional and educational efforts in the U.S.

Education 130

Education Shareholders Accounting Mergers and Acquisitions 130

The Big Picture

APRIL 27, 2023

My morning train WFH reads: • Crypto’s Anti-Establishment Zeal Runs Headfirst Into Bankruptcy Bureaucracy : Angry retail investors are speaking up in complex legal brawls over the remains of Voyager, Celsius and BlockFi. Businessweek ) • Someone has to run the fabs : Egalitarianism is important but we neglect STEM education at our peril.

Legal 59

Legal Education Accounting Funds 59

The Motley Fool

MAY 7, 2024

But a fiduciary is someone who is legally obligated to put your interests first. If you're going to have your money managed by Vanguard, chances are they're going to put all your money in Vanguard funds, so there is a little bit of a conflict of interests there. That would be something you would look for and what was their education.

Accounting 245

Accounting Finance Financing Consulting 245

The Motley Fool

AUGUST 9, 2023

In July, the Senate approved its version of the Homeland Security appropriations bill, keeping funding for ICE beds at the current level of 34,000 beds and slightly increasing the overall funding available for alternatives to detention programs. Based on the current funding level, I'm assuming that continues over time.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Legal Capital 130