Sara Grillo

JANUARY 8, 2024

This keeps the cost lower since they are basically meeting with people on an “as needed” basis, and not making an attempt to meet with everyone each year. Zack offers common objections to this type of service, most notably that it’s a major cost to meet with all those people individually and that the pricing and fee structuring is not viable.

Accounting 64

Accounting Consultants Consulting Due Diligence 64

The Motley Fool

AUGUST 7, 2024

We're rolling out products to companies and our business even though we're in financial services, is technology at its core. And I wouldn't over-index on their fee structure at this point. We'd rather offer low fees and due to our investments in technology and infrastructure operate at larger scale than our competitors.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

FMG

NOVEMBER 1, 2023

When crafting your fees page, consider your audience. Consider a subscription or one-time fee structure. Make Financial Services More Relatable Most people know what to expect from the services they seek. However, the services of a financial advisor are often unclear for first-time clients.

Prospects 52

Prospects Fee Structure Financial Services Leveraging 52

The Motley Fool

AUGUST 2, 2023

It's a growing country with a large population that currently has lower adoption of financial services than other markets in Latin America such as Brazil. 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?

Banks 130

Banks Leveraging Accounting Debt 130

The Motley Fool

FEBRUARY 15, 2024

The second, Coinbase is not just a new asset class, it's also powering new financial services. First, as a new asset class, second is a new set of financial services; and third is a new application platform. However, to be clear, we did not make any material changes to our fee structure in Q4.

Legal 130

Legal Assets Finance Financing 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. Visit Protegrity Advisors ‘ Profile Cornhusker Capital was launched in November 2010 with the idea of providing superior and value-based services to lower middle market companies.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

Axial

OCTOBER 24, 2024

.” Visit Ardent Advisory Group’s Profile “ Cornhusker Capital was launched in November 2010 with the idea of providing superior and value-based services to lower middle market companies. We employ a lean business model that makes our fee structure significantly more competitive than traditional M&A advisory firms.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 25, 2023

Finally, I'd like to mention the well-deserved recognition we received from Fortune and a Great Place to Work Foundation, who ranked Mr. Cooper as one of the best workplaces in financial services and insurance. This is a positive reflection on our people and on the purposeful, inclusive work environment that we have created for them.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

JULY 18, 2023

Given the uncertainties in both the macroeconomic environment and the financial services industry, Synchrony remains focused on actively managing the assets we originate and prudently managing the capital we generate to optimize our long-term value creation and resiliency. Brian Doubles -- President and Chief Executive Officer Yeah.

Accounting 100

Accounting Banks Capital Assets 100

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. WEINSTEIN: So a pass-through model is a higher bar because there’s more expenses at the end of the day, but these guys who have that very coveted fee structure are able to have that because their net returns are worthy of it.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

DECEMBER 7, 2024

In an increasingly complex world, making any task easier is sure to be appreciated -- 83% of respondents said that technology makes accessing financial services easier. What is its fee structure? Online banks tend to have minimal fees, thanks to low overhead. How seriously does it take security?

Banks 241

Banks Fee Structure Accounting Financial Services 241

The Motley Fool

FEBRUARY 19, 2025

We are redefining the future of cross-border financial services. We have saved customers hundreds of millions of dollars by disrupting the traditional remittance industry with a digital-first approach, transparent fee structure, and customer-centric innovations. And then, I just have a quick financial question follow-up.

Leveraging 130

Leveraging Financial Services Shareholders Accounting 130