The Motley Fool

JUNE 15, 2023

Comparing JPMorgan Chase to Charles Schwab JPMorgan Chase is the nation's biggest bank , as measured by its $3.3 It also just happens to offer brokerage, wealth management, and investment banking services. Take investment banking as an example. Investment banking is highly sensitive to economic conditions.

Investment Banking 130

Investment Banking Investment Banks Asset Management Mutual Funds 130

The Motley Fool

MARCH 26, 2025

Ron Baron is a billionaire mutual fund investor and the founder of wealth management firm Baron Capital. The path to $5 trillion is there, but it won't be easy When I was younger, I spent several years working as a financial analyst at an investment bank.

Investors 130

Investors Mutual Funds Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 13, 2024

One of the best innovations in investing has been the exchange-traded fund (ETF), an investment vehicle that lets anyone easily buy shares of a fund that holds a group of related stocks, often in an index. Today, Vanguard remains one of the most popular ETF managers and it offers investors dozens to choose from.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

The Motley Fool

APRIL 27, 2024

A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both. All broker-dealers that sell securities to the public in the U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

MAY 1, 2024

All this opens the door for the activities that big banks love, which is, they like to make money off of deposits, but when that equation is upside down and interest rates are high, they want to do this stuff. The trading investment banking activities have really stood out to me among all these big banks as a propellant for earnings.

Banks 130

Banks Leveraging Debt Assets 130

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 65

Hedge Funds Mutual Funds Funds Due Diligence 65

The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. What are they reacting to?

Investors 130

Investors Taxes Banks Education 130

Sara Grillo

MAY 8, 2023

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. Let’s supposed for a minute the cap is 10%. No, that’s no problem. And that’s it.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 65

Mutual Funds Assets Funds Asset Management 65

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. We’ve been doing this for decades and this is really a strong power rally for us in as much that, you know, we’re tied to the, you know, a preeminent investment bank. SALISBURY: Honestly, I didn’t really have a long-term plan.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Motley Fool

APRIL 23, 2024

It then, of course, links to asset managers, both for those institutional mandates and for mutual funds. So, it's really the structured products where the investment banks are building products for wealth distribution.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

JANUARY 28, 2024

Because I think it's especially pertinent right now, where we see a lot of investment firms, investment banks starting the year with these large scale market forecasts and they turn out to be very wrong, spectacularly the majority of the time. But first, I want to touch on some research that you've done.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Motley Fool

APRIL 25, 2024

This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. And also if the large investment bank consolidation impact was in this quarter or if it hasn't hit yet. Revenue associated with asset-linked fees was up an impressive 16% in the first quarter.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right? Investment banks, there’s two and a few others.

Mergers and Acquisitions 65

Mergers and Acquisitions Consultants Consulting Taxes 65

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

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. RITHOLTZ: It’s mutual funds. It’s hedge funds. I don’t have a genius idea to say, you know, those endowments should invest with mutual funds at 5 bps a fee.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

JUNE 20, 2024

At that time, was interested in mutual funds. I bought this company's mutual fund. It was the 20th Century Ultra Fund that's since been renamed. I think it went into a family called the American set of Funds. I think it went into a family called the American set of Funds. Maybe 12, I'm guessing.

Mutual Funds 130

Mutual Funds Investing Banks Finance 130

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead.

Legal 65

Legal Law Firms Consultants Consulting 65

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. You end up doing investment banking in New York in the mid nineties.

Mutual Funds 52

Mutual Funds Finance Financing Investment Banks 52

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. In two of our most notable index business wins, we expanded our relationships with a pair of large investment banks in the Americas. Greg Simpson -- BNP Paribas Exane -- Analyst Hi there. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

FEBRUARY 12, 2024

And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. There were all these mutual funds. And it’s even bigger.

Capital 118

Capital Hedge Funds Funds Mutual Funds 118

The Motley Fool

JANUARY 22, 2025

We have earnings out from JPMorgan, Morgan Stanley, Wells, Citi, Bank of America. If it's a bank, it probably reported in the past week. Commercial investment banking, pretty much everybody. Again, investment banking fees were big there, up 24%. Matt, we saw strength across most divisions.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

The Big Picture

APRIL 11, 2023

RITHOLTZ: So have we now gotten to the point where this sort of silliness is over, or are the venture capitalists and investment banks that bring these companies public, are they still playing that game? He said, that’s interesting because we do that in investing all the time. The hot hand phenomenon. RITHOLTZ: Sure.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

FEBRUARY 11, 2025

Vanguard recently executed its largest cut to investment fees in its roughly five-decade existence. The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). Treasury bills and notes yield less than longer-dated U.S.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Finance 59

Finance Financing Debt Banks 59