The Motley Fool

MAY 1, 2024

In our capitalist system, we need financial institutions to facilitate the smooth flow of capital from savers to borrowers. Just imagine what would happen if we didn't have banks. I think Buffett has confidence that Bank of America will still be around decades from now, continuing to dominate the banking sector.

Financial Institutions 130

Financial Institutions Portfolios Banks Conglomerates 130

Private Equity Wire

NOVEMBER 1, 2023

Han Ming’s practice is focused on the structuring and formation of a broad range of investment vehicles including hedge and private equity funds.

Law Firms 97

Law Firms Financial Institutions Investment Banking Investment Banks 97

The Motley Fool

AUGUST 16, 2023

Data source: YCharts A great route for investors looking to invest in bank stocks is an exchange-traded fund (ETF) that contains the top players in the industry. Cover a lot of ground at once The Financial Select Sector SPDR Fund (NYSEMKT: XLF) is an ETF that aims to reflect the financial sector of the S&P 500.

Banks 130

Banks Exchange-Traded Funds Financial Institutions Investment Banking 130

The Motley Fool

JULY 15, 2024

That's a big move for a large-cap bank stock. While the interest income miss was definitely disappointing, it's important for investors to realize that this is a rock-solid financial institution that has done a great job of turning itself around in recent years, and that interest-rate headwinds are temporary. Wells reported $11.92

Investors 130

Investors Banks Financial Institutions Investment Banks 130

Private Equity Wire

OCTOBER 16, 2024

His expertise includes advising networks, IFAs, discretionary fund managers, investment platforms, asset managers, pension providers, and related technology and services providers on M&A and fundraising.

Financial Institutions 72

Financial Institutions Asset Management Investment Banking Investment Banks 72

The Motley Fool

JANUARY 25, 2024

Moreover, the crypto industry had its own milestone moment as the Securities and Exchange Commission (SEC) approved several spot Bitcoin exchange-traded funds (ETFs). These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. Image source: Getty Images.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Initial Public Offering Exchange-Traded Funds Financial Institutions 130

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 24, 2023

Bill Mann: You always have to be a little bit careful when you're talking about financial institutions and their earnings because a lot of times what you're basing on, I think when a lot of people think earnings, they think of a cash return, and in the case of Goldman, they had two things that impacted their earnings very badly.

Debt 130

Debt Banks Financial Institutions Investment Banks 130

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year. We continue to hire proven leaders in our corporate investment bank. We also hired a new vice chair of corporate banking, who is focused on helping us continue to expand and grow that franchise.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Blackstone News

FEBRUARY 27, 2024

Blackstone’s investment will be made entirely on behalf of the firm’s insurance clients. The Transaction remains subject to certain conditions and is expected to fund in Q1 2024. Barclays Bank PLC will invest into the Transaction alongside Blackstone’s insurance accounts.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

The Motley Fool

JULY 26, 2024

In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story. What big financial institutions are counting on from the Fed. Any other big trends you're seeing from the parade of bank reportings this week? That's pretty much across the board.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JULY 14, 2023

We provided the initial grants to start a fund launched by fintech Hello Alice to improve access to credit and capital for small business owners who are members of underserved groups, including women. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8% at the end of the second quarter.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%. cards is 7.9%.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Oakhill

MAY 4, 2023

Menlo Park, CA and Birmingham, AL – May 4, 2023 – Oak Hill Capital (“Oak Hill”) has committed $150 million in primary capital to Lit Communities (“Lit”) to further fund and accelerate the construction of Lit’s fiber-based network in unserved and underserved communities across the United States. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. At the end of the quarter, we had over $20 billion in total reserves with a reserve to funded loan ratio of approximately 2.7%. On Slide 5, we show expense drivers for the third quarter as well as our key investment themes.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Yeah, so any data that we have obviously has a large financial ….

Banks 120

Banks Assets Capital Hedge Funds 120

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. It’s very witty and charming, and revealing about an industry in a way that most books on hedge funds simply are not.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. SALISBURY: So that actually helped in a way that everybody was dealing with the same broad-based crisis as opposed to when it’s just you or just your firm or just your fund, where in some ways it can feel more stressful. SALISBURY: Yes.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

AUGUST 8, 2022

So, I just go curious, wait a minute, I teach corporate finance, the bank is also a corporation, now why does it have like almost no equity funding, what’s going to there? I teach people capital structure theory and what — how are bank so different, why are they so different? Capital is about how you fund.

Banks 82

Banks Debt Financing Finance 82

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. You sold your house to fund this. HAMBURGER: Absolutely.

Legal 65

Legal Law Firms Consulting Consultants 65

The Motley Fool

APRIL 2, 2025

As a leader in the financial services industry, Bank of America (NYSE: BAC) has its hands in a wide range of markets. This includes consumer and commercial banking, capital markets, investment banking, and wealth management. For Bank of America, net charge-offs jumped 23% year over year in the fourth quarter.

Banks 240

Banks Financial Institutions Investment Banking Investment Banks 240

The Motley Fool

MARCH 8, 2025

The famous investment bank Goldman Sachs (NYSE: GS) just did something that crypto investors need to know about. In other words, Bitcoin and Ethereum now have yet another major marker of institutional adoption and acceptance in hand. Don't get scared out of your positions simply because institutional holders trimmed theirs.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Investment Banking 188

The Motley Fool

MARCH 17, 2025

Bitcoin is also completely decentralized, meaning that no central bank, sovereign government, or Wall Street investment bank can alter the underlying Bitcoin algorithm. While the cost of transferring Bitcoin to someone else is not free, you don't need a bank or some other financial institution to step in and collect a fee.

Exchange-Traded Funds 130

Exchange-Traded Funds Financial Institutions Banks Assets 130

The Motley Fool

JULY 18, 2023

While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams. We opened another 1 million-plus credit card accounts this quarter and have 10% more investment accounts this year than we did last year in the consumer business.

Banks 100

Banks Leveraging Taxes Accounting 100

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. Just how badly Northvolt and its financiers misjudged the situation a year ago has now become evident.

Pension Funds 59

Pension Funds Funds Financing Finance 59

Insight Partners

DECEMBER 17, 2024

Insights from surveying 105 Fortune 500 companies reveal stages of deployment, from rules-based Agents handling tasks like summarization and approvals, to advanced Multi-Agent systems tackling tax planning, supply chain optimization, and fund management and are reflected in examples below.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. billion from one of our large pension fund clients. Turning to hedge funds.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 27, 2025

In Q4, our investments expanded access to alternative investments through partnerships with three new private market funds, including the Templum Cosmos Fund, which offers sole exposure to SpaceX; and through our new robo-advisor platform developed in partnership with BlackRock. We are off to a strong start in Q1 as well.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

The Motley Fool

JANUARY 10, 2025

Most sectors struggled, including financials. ET, while investment bank Jefferies Financial (NYSE: JEF) was off by 11.4% Traders betting on how the Fed will deal with the federal funds rate now see virtually no chance of a rate cut in January, and 75% of traders think the Fed will leave rates unchanged in March as well.

Initial Public Offering 100

Initial Public Offering Banks Investment Banking Investment Banks 100

The Big Picture

OCTOBER 3, 2023

The institutional business flow at the time was probably the biggest player was, was, was Goldman Sachs. It was j Aaron, Goldman Sachs, Morgan Stanley, a little bit of a I g a little bit of JP Morgan, you know, and then a bunch of the, the funds. You know, funding a, a a a a institution or funding a bank is really important.

Taxes 112

Taxes Banks Capital Debt 112

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Motley Fool

APRIL 12, 2025

The global financial crisis (2008) Amid the subprime mortgage crisis and the collapse of investment bank Lehman Brothers, the S&P 500 declined by 8.8% Another option is to dollar-cost average into an exchange-traded fund (ETF) such as the Vanguard S&P 500 ETF (NYSEMKT: VOO) , which tracks the S&P 500.

Exchange-Traded Funds 228

Exchange-Traded Funds Banks Financial Institutions Stock Market 228