The Motley Fool

MARCH 20, 2024

On top of this solid base, we're providing additional products and services in collaboration with licensed financial institutions, which generates high incremental margins as these revenues are recorded on a net fee basis. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

Walkner Condon Financial Advisors

OCTOBER 28, 2022

There can be some economies of scale that may allow you to reduce prices on some of your funds as well as administrative costs. . If you like a particular fund and the plan sponsor gets rid of it, you will not be able to keep it. Considering the options above is essential to your future financial picture.

Mutual Funds 52

Mutual Funds Financial Institutions Assets Taxes 52

The Motley Fool

JULY 12, 2024

As managers of a large complex financial institution, we think about both the risks and the opportunities and work to be prepared for the downside while continually building our ability to serve customers and clients. These improved deposit trends allowed us to reduce higher cost market funding. Turning to Slide 4.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 26, 2024

What big financial institutions are counting on from the Fed. But yeah, asset management fees are up 14%, and a lot of that's because the amount of money they manage swelled to $5.7 What you have with the ETF is the opportunity to put portfolios of bonds into a wrapper into a fund that trades on the stock exchange.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JANUARY 19, 2024

These market price deposits include index and other high beta corporate deposit types that will reprice immediately with fed funds. We remain committed to prudently managing expenses to fund investments in our business. Dave Turner -- Chief Financial Officer Yeah. Dave Turner -- Chief Financial Officer Yeah.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

OCTOBER 11, 2024

I've worked with Bridget in the past and know firsthand how her deep experience, leading large-scale technology transformations of large global financial institutions will benefit Wells Fargo. And then I know -- gosh, it's only been less than a month since the Fed cut the Fed funds rate. Gerard Cassidy -- Analyst Very good.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

MAY 2, 2024

Additionally, we have been allocating more cash to money market funds and fixed maturity securities to capitalize on the higher interest rate environment. And book value is a pretty darn good proxy for describing economic progress of insurance operation, a bank, a financial institution like that.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

JULY 14, 2023

At the end of the quarter, we had over $20 billion in total reserves, with a reserves-to-funded-loans ratio of approximately 2.7%. Our reserves-to-funded-loans ratio is approximately 2.7%. trillion balance sheet, which is funded, in part, by a well-diversified $1.3 And our net interest margin increased 7 basis points.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

Asset and wealth management reported net income of $1.4 billion was up 9% year on year, driven by growth and management fees on higher average market levels and strong net inflows, investment valuation gains, compared to losses in the prior year, and higher brokerage activity, partially offset by deposit margin compression.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JULY 20, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. But I really had fun reading this.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

APRIL 22, 2024

Pretty early on, they made secret changes to the exchange's source code that allowed the hedge fund to take the customer money. The hedge fund kept money on crypto exchanges around the world so it could make different trades. Is there more to the crux of it, or is that the heart? Ricky Mulvey: Yeah. Zeke Faux: This is a crazy story.

Hedge Funds 130

Hedge Funds Financial Institutions Accounting Funds 130

Pension Pulse

FEBRUARY 12, 2024

It would also bring a plethora of additional benefits to every worker, even those who have managed to save sufficiently. Workers bear all the financial risks of their retirement funds, except for the few (mainly civil servants) with a defined-benefit pension plan. The CPP is also fully portable, making it easier to change jobs.

Taxes 59

Taxes Amortization Finance Financing 59

The Motley Fool

FEBRUARY 16, 2025

But Bitcoin continues to gain more widespread acceptance among investors, and financial institutions are warming to the cryptocurrency with their launch of spot Bitcoin exchange-traded funds (ETFs) last year. That's far cheaper than the company's original Grayscale Bitcoin Trust , which has an annual management fee of 1.5%.

Exchange-Traded Funds 242

Exchange-Traded Funds Financial Institutions Management Fees Prospects 242

The Motley Fool

JANUARY 24, 2025

This combination not only solidifies our position as the largest commercial bank headquartered in Greater Boston and a leading financial institution in New England but also allows us to deliver a broader suite of offerings to our customers, greater opportunities for our colleagues, and even stronger commitment to the communities we serve.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Financing Finance Consulting 64

The Motley Fool

JULY 18, 2024

Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. We are well positioned to address the massive funding needs for infrastructure projects globally, including digital and energy infrastructure. Fee-related earnings were $1.1

Assets 130

Assets Financing Finance Management Fees 130