The Motley Fool

JANUARY 21, 2024

Investors now have access to 11 Bitcoin-based ETFs, allowing exposure to the largest cryptocurrency even in account types that don't offer crypto-trading. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

MAY 22, 2024

Rowe Price Most investors will probably be familiar with the name T. It also offers other financial services. But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. Annuity-like income at T. Rowe Price fairly sticky.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

DECEMBER 7, 2023

The term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC.) ETFs can help you diversify your portfolio ETFs are appealing because they allow investors to easily diversify across assets, industries, or stocks without needing a significant amount of capital up front.

Exchange-Traded Funds 130

Exchange-Traded Funds Funds Management Fees Capital 130

The Motley Fool

AUGUST 1, 2024

I will now turn the call over to Ann Dai, head of investor relations for Blue Owl. Ann Dai -- Head of Investor Relations Thanks, operator, and good morning to everyone. Joining me today are Marc Lipschultz, co-chief executive officer; and Alan Kirshenbaum, our chief financial officer.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JANUARY 12, 2024

In 2021, the Hashdex Bitcoin ETF, formerly known as the Hashdex Bitcoin Futures ETF, started basing its price on financial derivatives of the actual Bitcoin asset. Either way, I expect a rapid inflow of investor funds into these new or reformed ETF assets. That discount is gone now. and Grayscale Bitcoin Trust (BTC) wasn't one of them.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds 130

The Motley Fool

MAY 7, 2024

In this podcast we discuss topics including: PayPal' s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. What to do before you meet a financial advisor, and some questions to ask in an initial meeting. These days more people are charging an assets under management fee.

Accounting 245

Accounting Finance Financing Shareholders 245

The Motley Fool

DECEMBER 19, 2024

Before you buy stock in Lennar, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Lennar wasnt one of them. All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own.

Assets 242

Assets Debt Capital Banks 242

Sara Grillo

MAY 16, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Jon Luskin provides hourly advice for do-it-yourself investors.

Assets 52

Assets Due Diligence Consulting Consultants 52

The Motley Fool

OCTOBER 11, 2024

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Director, Investor Relations Thank you. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Banks 130

Banks Assets Capital Investment Banks 130

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. You look at a firm like Citadel, which is closed to new investors. RITHOLTZ: As opposed to segmenting four different funds and the performance fee goes to each of those individual silos. RITHOLTZ: Right.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. CHABRAN: Yes, no that’s right Barry. So I was lucky to get this summer internship at Merrill Lynch back in the late 90s. That was very exciting. CHABRAN: Yes.

Banks 59

Banks Asset Management Assets Capital 59

Axial

MAY 23, 2023

Both sellers and investors like Independent Sponsors’ boutique nature and deep operating experience. Limited partners are also gravitating towards their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. Why are independent sponsors growing in prominence?

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Capital 52

ClearMoney

DECEMBER 5, 2021

In contrast, even if bitcoin are held for decades, the owner may never receive more bitcoin, and unlike stocks and bonds, it is not clear that bitcoin offers investors positive expected returns. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. billion as part of the Optics BidCo investor group.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MAY 24, 2023

We do continue to believe that (as) … a global investor that it’s important to invest in the largest, fastest growing economies around the world,” Graham said. “I Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Our operating expense ratio was 28.6

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JANUARY 15, 2025

Global financial services giant Goldman Sachs (NYSE:GS) reported strong fourth-quarter and full-year earnings on Wednesday, Jan. The segment reached record revenue in equities and financing activities, while investment banking fees grew 24% compared to 2023. 15, topping analyst estimates for the quarter. the previous year.

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

Pension Pulse

NOVEMBER 12, 2024

According to a statement from the government, between 2019 to 2023 AIMCo’s third-party management fees increased by 96 per cent; the number of employees jumped by 29 per cent and wage and benefit costs increased by 71 per cent. The investor has also attracted criticism in recent years from some of its member funds.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Big Picture

JANUARY 7, 2025

I worked for two small and medium sized businesses owned by the same investor group and cut my teeth on those. In either of those cases, you weren’t working as an investor, right? When it comes to any asset management business, Barry, two things important. How does the oil price impact my sovereign wealth fund investors?

Capital 52

Capital Hedge Funds Buyout Funds 52