The Motley Fool

JANUARY 4, 2024

For instance, Ark's primary goal is to attract more investors to its funds to generate greater revenue from management fees. market as many of its competitors grapple with legal challenges. To achieve this, it must optimize its performance by timing the market and providing the best possible returns.

Initial Public Offering 130

Initial Public Offering Exchange-Traded Funds Legal Management Fees 130

The Motley Fool

NOVEMBER 8, 2024

We also benefited from significant fair value appreciation and the value of our External Investment Manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

MAY 7, 2024

But a fiduciary is someone who is legally obligated to put your interests first. These days more people are charging an assets under management fee. But even in that situation, you want to find out is that the only fee? We'll talk about this a little bit more later on. The average is about 1%.

Accounting 245

Accounting Financing Finance Consultants 245

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Private Equity Wire

FEBRUARY 29, 2024

For some investment professionals, they may simply like the idea of working more flexibly or part-time without the need to make substantial early “toil” investments in their team, operations, infrastructure and legals. The potential issues with deal-by-deal are less obvious and less well understood.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

Diamond Consultants

MAY 3, 2022

This is the key to your legal risk. Seek legal counsel to understand your requirements and risks, then plan accordingly. Yet, despite the added interest, there are still key factors that private bankers need to be aware of to prepare – and optimally position – themselves and their businesses for this shift in the marketplace.

Legal 52

Legal Banks Assets Education 52

The Motley Fool

AUGUST 9, 2024

We remain excited about our plans for the external funds that we manage as we execute our investment strategies and other strategic initiatives, and we are optimistic about the future performance of the funds and the attractive returns we are providing to the investors of each fund. Some of it may end up moving into the fourth quarter.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

MAY 1, 2024

General and administrative expenses were $63 million, up 15% over the first quarter of 2023, primarily due to increased transaction volume, an effort to improve our NPS, coupled with higher severance and legal expenses. This quarter, we recorded a provision of $60 million for the antitrust litigation contingency.

Accounting 130

Accounting Liabilities Legal Leveraging 130

Hedgestone

JUNE 18, 2024

Valuation expertise to price businesses accurately Marketing strategies tailored to attract serious buyers Negotiation skills to secure favorable deals Handling of paperwork and legalities efficiently Moreover, their negotiation skills can be the difference between a good deal and a great one. What is the management fee for a broker?

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Motley Fool

OCTOBER 31, 2024

We recently announced the exit of our public entity product line which has been a significant drag on results the past few years due to ongoing legal system abuse trends prevalent within the casualty market. So the management fee portion would be real-time, but the performance fee would be on a lag.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 yield after management fees and actual capex and generated a 10.6% billion in refinancing of sales transactions. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

AUGUST 2, 2024

Higher spread and fee income was the result of continued strong sales and the benefit of higher interest rates and equity markets. Additionally, expenses were lower and include a reduction in legal reserves. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

OCTOBER 11, 2024

billion were up $808 million or 4% year on year, driven by compensation including revenue-related compensation and growth in employees, partially offset by lower legal expense. billion, up 9% year on year largely driven by fee growth on higher market levels and volumes. Asset and wealth management reported net income of $1.4

Banks 130

Banks Assets Capital Mergers and Acquisitions 130

The Motley Fool

MAY 28, 2024

I feel like that's legally required. laughs] I currently have a 403(b) with about $63,000 in it that I stopped paying into about 10 years ago because the management fees were growing. Allison Southwick: I'm surprised you explained that without bringing up the pizza metaphor. Robert BroKamp: [laughs] Standard.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

FEBRUARY 22, 2024

So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly. So, we're working on generating some additional revenue to pay some of that legal cost and then we made an adjustment to the discount on the stock comp plan.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. billion were up 12% year on year, largely driven by higher revenue-related compensation, legal expense, and volume-related noncompensation expense. Asset and wealth management reported net income of 1.3 NIR ex markets was up 7.3

Banks 130

Banks Capital Financing Finance 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

JULY 14, 2023

billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. Asset and wealth management reported a net income of 1.1 billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows.

Banks 130

Banks Liabilities Capital Assets 130

The Big Picture

JUNE 7, 2023

So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. So it’s actually, I would say, even more advantageous and that our management fees are a prepayment on future often. Each are issues and legal issues and administration issues.

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

The Motley Fool

FEBRUARY 27, 2024

For example, 2023 saw strong rollouts for adult-use sales in Missouri and Maryland and Ohio legalized adult-use in November. We collected 100% of contractually due base rent and property management fees from our operating portfolio in Q4. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

MAY 2, 2024

risks and International risk, I would leave it to you to draw your conclusions about legal environment, social inflation trends, litigation financing and what you would see in the rest of the world versus what we would experience in the U.S. It's risks that are outside the U.S. And as far as are there different risk profiles between U.S.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

NOVEMBER 5, 2024

And thus, our asset management team that has done a superb job on the public side, both here in the U.S. as well as in the international markets in London, they will continue to manage these assets. That's benefit number two. Any dispositions, any elements of that, we already have the team here. That's how this will work.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

OCTOBER 15, 2024

billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Expenses growth reflects the fee growth and other investments for our future growth as we continue to grow our advisor force through hiring of both experienced advisors and graduates from our training program.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

APRIL 12, 2024

billion were down 4% year on year predominantly driven by lower legal expense. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Equity Markets was flat. Securities Services revenue of $1.2 billion was up 3% year on year. Expenses of $7.2 Moving to the Commercial Bank on Page 6. Revenue of $3.6

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

Sara Grillo

APRIL 11, 2022

He was my portfolio manager at the company that I had for more than 10 years, and now he went out and he started his… White has his own company, is managing about 500 million, but all he does is portfolio management, they don’t do financial planning, they are investment people, portfolio management people to… 0:31:45.1

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Motley Fool

SEPTEMBER 5, 2023

Only a small portion of its network still uses these cables, and it would likely take the legal system years to establish financial culpability, if any exists. Without federal reform, multi-state operators (MSOs) have been entirely reliant on legalizations in individual states to expand.

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Closed a C$230 million investment in the term loans of Legal Search, a provider of property- and corporate-related search services in Australia, the U.K., Our operating expense ratio was 28.6

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

MARCH 27, 2023

And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. Was at an issue before the financial crisis, or has so much money flowed into the space that it’s become self-defeating. MIELLE: It’s a little icky.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

SEPTEMBER 25, 2024

What are the pros and cons of going at it yourself or hiring a property manager to handle this stuff? Scott Trench: Well, the property management fee is going to be 30%. I think that's the calculus that a lot of investors run through when they're going in the market.

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

AUGUST 3, 2023

As we noted then, and I think it's worth repeating here, we are, of course, first and foremost focused on maximizing the value of each of our properties and having tenants with strong teams that can manage their businesses successfully through the inevitable ups and downs of this industry.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. billion, up 10% year on year, driven by fee growth on higher client activity and market levels, as well as higher deposit balances. NIR ex-markets was up 3.1 billion or 30%.

Banks 243

Banks Investment Banking Investment Banks Capital 243

Pension Pulse

NOVEMBER 14, 2024

In a statement announcing the board purge, the government said that AIMCo’s third-party management fees increased by 96 per cent in the 2019 to 2023 period, the number of employees increased by 29 per cent and salary, wage and benefit costs increased by 71 per cent.

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

The Motley Fool

AUGUST 1, 2024

Our strategy of acquiring Bitcoin in a manner we believe to be accretive to shareholders, thereby achieving Bitcoin yield, sets us apart from institutional Bitcoin investment options that charge a management fee, and we therefore achieve a negative Bitcoin yield as we measure it.

Debt 246

Debt Leveraging Shareholders Capital 246

Pension Pulse

NOVEMBER 7, 2024

He called out a sharp increase in third-party management fees, expanded staffing and higher wage and benefits costs, “without a corresponding increase to return on investment.” He said AIMCo’s clients were not informed in advance of the changes, citing legal considerations.

Pension Funds 64

Pension Funds Management Fees Financing Finance 64

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). The expense ratio is paid by investors and helps cover operating costs for running the fund, including management fees (if applicable), marketing and administrative expenses, legal fees, and much more.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

Private Equity Insights

MARCH 13, 2025

Higher fees, including both management and performance charges, also deter employers from integrating such options into their retirement plans. While ETFs typically charge around 0.51% in fees, private equity firms often collect 2% in management fees and 20% of profits.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

The Big Picture

JANUARY 7, 2025

It’s also legal and regulatory. Here’s some management fees and expenses you need to fund, but the cash back froze. You think it’s more than just the tech companies? It’s the structure, 00:26:21 [Speaker Changed] It’s, it’s structural. There’s not that many participants.

Capital 52

Capital Hedge Funds Buyout Funds 52