The Motley Fool

AUGUST 13, 2024

Some may prefer the ever-so-slightly lower fees found elsewhere, or the brand value of famed growth investor Cathie Wood standing behind the ARK 21Shares option, or the unique Bitwise strategy of investing some of its management fees in Bitcoin developer organizations. Image source: Getty Images.

Bidding 130

Bidding Exchange-Traded Funds Financial Institutions Assets 130

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. And at the same time, we want to work on constructive relationships with licensed financial institutions.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

APRIL 22, 2024

You don't need to get these big financial institutions involved. Now one of the appeals of Bitcoin is that the big financial institutions are very much involved. But it seems that one of the appeals with Bitcoin is that it was decentralized.

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

Walkner Condon Financial Advisors

OCTOBER 28, 2022

It will remain free of taxation if you move the assets to an IRA held at a financial institution for your benefit (also known as FBO). In many cases, financial advisors cannot receive compensation in the 401(k) plan, but can if they roll it into an IRA. 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 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 In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

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. Looking ahead, overall, the U.S. economy remains strong, driven by a healthy labor market and solid growth.

Banks 130

Banks Assets Investment Banks Investment Banking 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 in the third quarter, Bridget Engle joined Wells Fargo as head of technology reporting to me.

Banks 130

Banks Assets Capital Investment Banks 130

The Motley Fool

JANUARY 19, 2024

Secondly, we had the best year we've probably ever had in treasury management as we see increases in the number of operating accounts that we are -- that we're originating and services we're providing to customers. Dave Turner -- Chief Financial Officer Yeah. Ebrahim Poonawala -- Bank of America Merrill Lynch -- Analyst That's helpful.

Leveraging 130

Leveraging Banks Capital Portfolios 130

The Motley Fool

MAY 2, 2024

And book value is a pretty darn good proxy for describing economic progress of insurance operation, a bank, a financial institution like that. And then the last point to build off Tom's comment is that idea of the performance management fees are just that.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 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 14, 2023

We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. The majority of our deposits, $818 billion, are institutional and operational in nature and span across 90 countries. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 6, 2024

Bitcoin ETPs also benefit from this, offset, of course, by the management fees that are charged for those products. This slide shows an illustrative example of how responsible and intelligent leverage can be used to boost returns when Bitcoin prices are increasing.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Big Picture

MARCH 27, 2023

MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group. At that time, there were still a lot of savings and loan institution, thrifts, lots of mergers. MIELLE: So financial institutions were not my industry to cover. Tell us about that period.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs.

Taxes 59

Taxes Amortization Finance Financing 59

The Motley Fool

JULY 20, 2023

The earning AUM rose 7% year over year to $731 billion, driving management fees up 9% to a record $1.7 Notably, the second quarter marked the 54th consecutive quarter of year-over-year growth in base management fees at Blackstone. Fee-related earnings increased 12% year over year to $1.1 billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 15, 2025

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. billion, highlighting robust management fees and asset growth to a record $3.14

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

JULY 18, 2024

We activated the investment periods for our corporate private equity and PE energy transition flagships in the second quarter, which, along with BXPE and private wealth, were in fee holidays as of quarter end, representing $27 billion of fee AUM in aggregate. Fee-related earnings were $1.1 BXP exited its fee holiday this month.

Assets 130

Assets Finance Financing Capital 130

Pension Pulse

NOVEMBER 21, 2024

Siddall had not been accused of any wrongdoing and was not being pushed out by board members since taking on the role in 2021, four sources told the Financial Post. Horner cited low investment returns and rising operating costs, management fees, and staffing when announcing the firings on Nov.

Pension Funds 64

Pension Funds Finance Financing Consulting 64