The Motley Fool

MARCH 24, 2024

Today, Bank of America is among the largest financial institutions in the United States and the world. It easily sailed through the early 2023 bank runs that felled a number of smaller, regional banks. For investors that prefer to stick with domestic companies, it is a great choice in the bank sector.

Banks 231

Banks Financial Institutions Investment Banking Investment Banks 231

The Motley Fool

OCTOBER 7, 2024

Importantly, this is the first time in the 21st century the S&P 500 has returned at least 20% through the first three quarters of the year. Since its inception, the index has returned at least 20% through the third quarter of the year just seven times. Returns have been rounded to the nearest percentage point.

Stock Market 189

Stock Market Stock Market Banks Financial Institutions 189

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

The Motley Fool

JULY 14, 2023

Helping to pave the way ahead for the Dow Jones Industrial Average was the banking industry , with reports from major financial institutions helping to boost confidence in the sector. However, not every bank managed to ride the coattails of the winners in the industry. Revenue eased lower by 1% year over year to $19.4

Banks 130

Banks Financial Institutions Investment Banking Investment Banks 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.

Investors 130

Investors Banks Financial Institutions Investment Banking 130

Private Equity Insights

OCTOBER 19, 2023

While Quadria did not name the limited partners, VCCircle reported in August that the firm was set to receive $35m from German development financial institution DEG, which also invested $30m in its second fund.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

FEBRUARY 13, 2025

The obvious takeaway about the business is that Moody's analyzes loads of financial data points and has to synthesize this information in a way that is digestible for its clients -- namely, financial institutions such as investment banks or private equity firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Financial Institutions Financial Services 130

The Motley Fool

AUGUST 16, 2023

Berkshire Hathaway is a holding company that also deals with insurance; JPMorgan Chase is a top investment bank; Bank of America is a top consumer bank ; and Visa and Mastercard lead the way in payments processing. See the 10 stocks *Stock Advisor returns as of MM/DD/YYYY Generating a disclosure failed.

Banks 130

Banks Exchange-Traded Funds Financial Institutions Investment Banking 130

The Motley Fool

NOVEMBER 23, 2024

In September, 14 prominent financial institutions announced support to triple global nuclear capacity by 2050. According to the investment bank Craig-Hallum, we are at the dawn of a multidecade megatrend when nuclear energy takes center stage. if you invested $1,000 at the time of our recommendation, you’d have $898,809

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 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

JANUARY 25, 2024

These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. Management's vision for SoFi is that the platform will be a one-stop shop for all your financial needs -- lending, investing, banking, and more.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $780,654 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 24, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 This video was recorded on July 19, 2023. This is a business that is generally known for its investment banking activity, and it seems like we're continuing to see the lack of IPO activity affect Goldman's results. and Carvana wasn't one of them!

Debt 130

Debt Banks Financial Institutions Investment Banks 130

The Motley Fool

JANUARY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of January 8, 2024 Charlie Scharf -- Chief Executive Officer Thanks, John. per share to $0.35

Banks 130

Banks Assets Investment Banks Investment Banking 130

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. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 11, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. We continue to hire proven leaders in our corporate investment bank.

Banks 130

Banks Assets Investment Banks Investment Banking 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.” over the three years.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 Jane Fraser -- Chief Executive Officer Thank you, Jen, and good morning to everyone. 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.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Blackstone News

FEBRUARY 27, 2024

Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider. Through these five divisions, we are working together for a better financial future for our customers, clients and communities.

Securities and Exchange Commission (SEC) 52

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

The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 Charlie Scharf -- Chief Executive Officer Thank you, John, and good morning, everyone. This capital strength allows us to serve our customers' financial needs while continuing to prudently return excess capital to our shareholders. and Wells Fargo wasn't one of them!

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 The firm reported revenue of $43.3 billion or 17%, but excluding the prior year's net investment securities losses, it was up 10% on higher asset management and investment banking fees and markets revenue was up $535 million or 8% year on year.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 13, 2023

See the 10 stocks *Stock Advisor returns as of October 13, 2023 Jane Fraser -- Chief Executive Officer Thank you, Jen, and good morning to everyone. This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. During the quarter, we returned $1.5 Second, we returned $1.5

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

MARCH 13, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. These materials include GAAP to non-GAAP reconciliations. We will be discussing non-GAAP metrics on today's call.

Leveraging 130

Leveraging Banks Finance Financing 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: We’re helping people customize the risk return profile …. RITHOLTZ: Right.

Banks 120

Banks Assets Capital Hedge Funds 120

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group. MIELLE: So financial institutions were not my industry to cover.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. And 100% of the focus was just finding interesting investments that we generated the highest return on equity possible for the firm. We’d have a couple of hundred deals a year coming through the investment committee.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. ADMATI: Invest it. Because he’s investing the money on behalf of his shareholders. What should banks and financial institutions be doing differently?

Banks 82

Banks Debt Finance Financing 82

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

JANUARY 15, 2025

But the big bank stocks are leading the way, with several major U.S. financial institutions spiking higher. There are two main reasons why these bank stocks are soaring. And perhaps the biggest surprise from the consumer-focused bank is that it expects net interest income in 2025 to be higher than it was in 2024.

Investment Banking 130

Investment Banking Investment Banks Banks Financial Institutions 130

The Motley Fool

JANUARY 15, 2025

ROE = Return on equity. Overview of Goldman Sachs Group Goldman Sachs specializes in investment banking, securities, and investment management, serving a diverse client base that includes corporations, financial institutions, governments, and individuals. YOY = Year over year.

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

JANUARY 15, 2025

Citigroup's Business Overview Citigroup operates as one of the largest financial institutions in the world, providing a broad range of financial services, including consumer banking, credit, investment banking, and Treasury services. Citigroup executed several capital return strategies, amounting to $6.7

Financial Institutions 130

Financial Institutions Banks Investment Banking Investment Banks 130

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

FEBRUARY 28, 2025

The bank managed these feats in no small part because of top-line increases in all three of its main divisions. Its core consumer and community banking unit was up 2% over 2023, while the commercial and investment bank and asset and wealth management segments both improved at a brisk 9% pace.

Banks 130

Banks Financial Institutions Leveraging Assets 130

The Motley Fool

JULY 18, 2023

They're available on the Investor Relations section of the bankofamerica.com website and include the earnings presentation that we'll be returning -- referring to during the call. and Bank of America wasn't one of them! In sum, in the quarter, we delivered earnings at a 19% higher and a 15% return on tangible common equity.

Banks 100

Banks Leveraging Taxes Accounting 100

Insight Partners

DECEMBER 17, 2024

Research and document analysis (Production): An investment bank uses AI Agents for research tasks such as reading unstructured documents, summarizing content, and mapping company names to tickers for investment analysis. Unclear ROI: Some buyers are skeptical about the measurable return on AI Agents, hindering commitment.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JANUARY 29, 2025

* Netflix: if you invested $1,000 when we doubled down in 2004, youd have $524,100 !* Learn more *Stock Advisor returns as of January 27, 2025 GAAP, we also refer to non-GAAP measures. We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130