The Motley Fool

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. It also offers other financial services. First, the mutual fund business is facing increasing competition from exchange-traded funds (ETFs). Annuity-like income at T.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

NOVEMBER 9, 2024

It charges fees for providing financial services to customers who buy its mutual funds, exchange-traded funds (ETFs), and other investment products. The key figure for investors here is assets under management (AUM), which rise and fall as customers deposit and withdraw funds and as the market goes up and down.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

AUGUST 3, 2024

The standout was the financial-services segment. SoFi has leaned away from its lending business and built out an impressive array of services for a complete financial-management business. It recently rolled out alternative assets and mutual funds, and that drove 12% of net flows.

Mutual Funds 130

Mutual Funds Financial Institutions Financial Services Assets 130

Advent International

MARCH 4, 2024

billion has been committed in the financial services across 6 transactions sector including the current transaction. Multiples has a strong financial services investing track-record with on-ground experience of business building through economic cycles over the last decade.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

Advent International

MARCH 4, 2024

billion has been committed in the financial services across 6 transactions sector including the current transaction. Multiples has a strong financial services investing track-record with on-ground experience of business building through economic cycles over the last decade.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

The Motley Fool

SEPTEMBER 4, 2024

We bonded many years ago about the challenges, and frankly, how the insurance industry and many others in the financial service industry are really trying to rip off teachers. Both of us are ex-teachers and know what it's like to try to learn about planning for your retirement as a teacher. Dan Otter: Exactly.

Education 246

Education Mutual Funds Taxes Assets 246

The Motley Fool

JUNE 15, 2023

If you're looking for good deals in this sector but don't want to take the risk of picking individual stocks, consider investing in an exchange-traded fund (ETF) that tracks the banking industry. Seeking bargain banks ETFs are baskets of stocks that act like mutual funds but trade like a stock.

Banks 130

Banks Mutual Funds Exchange-Traded Funds Asset Management 130

The Motley Fool

JANUARY 21, 2024

It's the only asset on this list that was converted from a mutual fund format instead of created from scratch last week. The old mutual fund format lacks the advanced price management features of a modern ETF, so Grayscale's Bitcoin Trust didn't always reflect the true value of its underlying cryptocurrency holdings.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 15, 2024

This fits the definition of a " growth at a reasonable price " stock -- a type of investing that can be quite successful and was made especially famous by famed mutual fund portfolio manager Peter Lynch. Growing engagement has also helped the company's digital financial services division, which saw 37% growth.

Mutual Funds 130

Mutual Funds Amortization Depreciation Earnings Before Interest 130

The Motley Fool

MARCH 24, 2024

An ETF is very much like a mutual fund, filled with a variety of securities and invested in by many shareholders. But it trades like a stock, not a fund, so you can buy a few or a lot of shares whenever the stock market is open through your regular brokerage account.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Consultants Consulting 130

The Motley Fool

JANUARY 14, 2024

Actually, participation is at its highest rate since the 2008 financial crisis, as shown below. Here are some more interesting investing statistics courtesy of financial services company, Empower. Source: Statista. Lots of life-changing events happen during our 20s.

Investors 130

Investors Mutual Funds Shareholders Education 130

The Motley Fool

JANUARY 12, 2024

Most of these funds are entirely new investment vehicles created from whole cloth after the SEC's long-awaited approval. For instance, the Grayscale Bitcoin Trust was founded in 2013, managing its Bitcoin holdings under a mutual fund structure for more than a decade. Others have been around for a while.

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 19, 2024

Mutual fund giant Fidelity also has its own robo-advisor tech, powering an automated investment service called Fidelity Go. Investment management outfit BlackRock (NYSE: BLK) -- the name behind the iShares family of exchange-traded funds ( ETFs) -- is another financial services name waist-deep in AI waters.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Portfolios Funds 130

The Motley Fool

JANUARY 23, 2024

Investors have relied on the iShares brand of index-trading funds for decades, with 29 ETFs holding at least $20 billion in NAVs. Suppose you want ultimate stability in a strictly regulated investment vehicle, with the backing of a true financial services giant under a household name brand of ETFs.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Assets Accounting 100

The Motley Fool

JUNE 27, 2024

Although dividends haven't historically (not recently, anyway) been viewed by investors as a primary means of getting rich, a bit of number crunching makes it clear that an exchange-traded fund like the ProShares S&P 500 Dividend Aristocrats® ETF (NYSEMKT: NOBL) is actually up to the task. There's just one catch. But, first things first.

Exchange-Traded Funds 100

Exchange-Traded Funds Leveraging Mutual Funds Stock Exchanges 100

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. Rather than write a straight up review, I’m going to use quotes from his book as an excuse to share three things about my partner you should know.

Bidding 91

Bidding Mutual Funds Hedge Funds Assets 91

The Motley Fool

MAY 7, 2024

Then finally, I'll just add, if you work with a financial services firm that you're happy with, like Vanguard, Fidelity, Schwab, T. Rowe Price, all of them provide wealth management and financial planning services, so you could look to them, but just expect that many of their solutions will be their own products.

Accounting 245

Accounting Finance Financing Consultants 245

ClearMoney

DECEMBER 5, 2021

The financial services industry has a long tradition of innovation, and cryptocurrency and the technology surrounding it may someday prove to be a historic breakthrough. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consultants 52

The Motley Fool

MAY 1, 2024

First of all, your broker may provide just your overall portfolio's performance, which really may not indicate how good you are picking stocks if you have other investments in your portfolio such as mutual funds, bonds, cash. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

Banks 130

Banks Leveraging Debt Assets 130

Sara Grillo

JUNE 24, 2024

Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Money market rates crashed to zero (0%) in 2022 due to Covid-19. That is a mathematical impossibility.

Consultants 59

Consultants Consulting Mutual Funds Legal 59

The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

Steve Sanduski

DECEMBER 15, 2022

He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. “We became a pure RIA around 2009 and I’ve grown the firm as a boutique with a real focus on high-touch service and providing an exceptional experience for our clients. .

Accredited Investors 52

Accredited Investors Mutual Funds Hedge Funds Buyout 52

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Clearlake Capital Group

APRIL 24, 2023

as well as a Board Member at both Morgan Stanley Direct Lending Fund, and Brown Brothers Harriman US Mutual Funds. Since 1968, TA has invested in more than 560 companies across its five target industries – technology, healthcare, financial services, consumer and businesses services. ” Ms.

Asset Management 40

Asset Management Assets Capital Mutual Funds 40

The Motley Fool

AUGUST 7, 2024

And I'm thinking like custody mutual funds fixed income products, CDs. We're rolling out products to companies and our business even though we're in financial services, is technology at its core. Craig Siegenthaler -- Analyst That's great to hear. Now, you do have ACAT functionality now and I think that helps.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

The Motley Fool

APRIL 17, 2024

In the end, I am grateful for my two years as a financial advisor, learned a lot about the nuts and bolts of the financial services industry behind the scenes. Robert Brokamp: As I'm reading, of course, are learning everything right now only about stocks but mutual funds like the basics. But it wasn't for me.

Finance 130

Finance Financing Law Firms Mutual Funds 130

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Mutual Funds 52

Mutual Funds Assets Asset Management Law Firms 52

The Motley Fool

JANUARY 25, 2024

When you look at what Goldman traditionally does, you look at the other financial services providers out there that focus on different areas in the market, this is just consumer was not something where Goldman just traditionally had a lot of exposure or expertise for that matter. As a grandparent, it's best to own the 529 yourself.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

APRIL 25, 2024

When we look at the broader financial services landscape, we're certainly not back to what we would consider normal levels in the capital markets overall, but we did see improvement. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. Thank you for the question.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

JANUARY 13, 2024

The term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC.) Holiday e-commerce and retail numbers, and what they say about the shopping season. Why Walgreens Boots Alliance 's status as a Dividend Aristocrat® is over. Two stocks worth watching: UiPath and Pebblebrook Hotel Trust.

Debt 130

Debt Companies Mutual Funds Portfolios 130

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. Will AG 49-B be a May Day or meh day for IUL illustrations? Life Insurance Illustrations Model Regulation.

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. You have to finish the three years. I finished the three years. I qualified the following week. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. And frankly, I heard they paid more.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

FEBRUARY 8, 2024

We know that certain customer verticals, particularly financial services and regional banks, had unique challenges in 2023. There is mutual funds. Credit and risk solutions grew 10% in the fourth quarter supported by strong new sales and price realization. Why is it flat where markets are up so much? 8% in terms of fees.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. What I mean by that is if you’re an investor in one of our funds, you own a little pro rata piece of Vanguard. So the model around ETFs is a little different.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114