The Motley Fool

NOVEMBER 8, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 We also advise you that this conference call is being broadcast live to the Internet and can be accessed on the company's home page. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

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

The Motley Fool

MAY 7, 2024

See the 10 stocks *Stock Advisor returns as of May 6, 2024 This video was recorded on April 30, 2024. The return to growth in the active user base, you would expect a better reaction. Not just, here's your paying in stock, we're going to give you more stock if you deliver returns for shareholders. I love these changes.

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. This was due to the relative outperformance of lower fee U.S. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

AUGUST 9, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE.

Capital 130

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

The Motley Fool

MAY 28, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of May 28, 2024 This video was recorded on May 21, 2024. Consider when Nvidia made this list on April 15, 2005.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 31, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of October 28, 2024 In any plane there are several gauges and monitors to measure the conditions of the plane.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

MAY 1, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 30, 2024 We assume no obligation to update or revise any forward-looking information.

Accounting 130

Accounting Liabilities Legal Leveraging 130

The Motley Fool

AUGUST 2, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 29, 2024 And now, I'll turn it over to Charlie. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

JULY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3

Banks 130

Banks Capital Finance Financing 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

FEBRUARY 2, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

OCTOBER 11, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 The firm reported revenue of $43.3 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 $2.6 billion or 6% year on year.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

JUNE 7, 2023

So I think one theme is that allocators are becoming more sophisticated about the return quality that they are receiving and what they’re willing to pay for. And if you look at how these funds have performed over the last two full years, twenty one and twenty two, the average the cumulative return of these funds is down 40 percent.

Hedge Funds 111

Hedge Funds Funds Capital Management Fees 111

The Motley Fool

OCTOBER 15, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. This quarter, we saw a healthy revenue growth in our wealth and investment management business and in our global markets businesses. We returned 5.6

Banks 130

Banks Leveraging Assets Capital 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. But at least they were elected to do so.) Nor is it supported by the empirical evidence. Larcker, Brian Tayan, and Edward M.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

FEBRUARY 22, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of February 20, 2024 We assume no obligation to update or revise any forward-looking statements or information.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

NOVEMBER 5, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Sumit Roy -- President and Chief Executive Officer Thank you, Kelsey. As a result, we've delivered positive total operational returns each year since becoming a public company 30 years ago, successfully navigating a variety of economic environments.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 We had record long-term inflows in AWM, and we ranked No. 1 in IB fee wallet share. 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

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

MAY 2, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Net investment gains of $902 million in 2024 reflect favorable market movements, resulting in a return of 9.8% That seems like a good thing to me.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 On Page 2, we have some more detail. For this quarter, First Republic contributed $1.7

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 27, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of February 26, 2024 Alan? See the 10 stocks *Stock Advisor returns as of February 26, 2024 Alan?

Taxes 100

Taxes Assets Capital Debt 100

Pension Pulse

MAY 24, 2023

return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 The CPP fund has a 10-year net return of 10 per cent. That beat the fund’s reference portfolio (an internal benchmark it sets for itself), which had a return of just 0.1 CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

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

But when push comes to shove, it's pretty difficult to top the reliability of returns from dividend stocks over the long run. A decade ago, the wealth management division of JPMorgan Chase released a report detailing the absolute outperformance of dividend stocks, relative to those that don't offer a payout.

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

The Big Picture

MARCH 27, 2023

So there were just a ton of distressed, and therefore returns were easier to come by. RITHOLTZ: You cite in the book a study that says, men over trade so much that it reduces their risk-adjusted returns by 2.6 If you look at their returns, you know, they’re not outperforming the market, at least not systematically.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

SEPTEMBER 25, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of September 23, 2024 This video was recorded on Sept. Consider when Nvidia made this list on April 15, 2005.

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

AUGUST 3, 2023

See the 10 stocks *Stock Advisor returns as of August 1, 2023 Alan? That financial performance continue to drive dividend returns to our investors with $7.20 Maryland's adult-use cannabis program saw first legal sales on July 1, including over $10 million in sales in the first weekend alone.

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. See 3 Double Down stocks *Stock Advisor returns as of January 13, 2025 And markets revenue was up 1.2 NIR ex-markets was up 3.1 billion or 30%. billion or 21%. Expenses of 22.8

Banks 243

Banks Investment Banks Investment Banking 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. In Kroner’s response, dated Wednesday, Nov.

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

The Motley Fool

AUGUST 1, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. And we're proud to say that we've managed to achieve 1,206% return for our shareholders versus the Bitcoin 442% over that time period.

Debt 246

Debt Leveraging Capital Shareholders 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.” At the end of June, AIMCo reported an average investment return of 8 per cent over the past four years, and 7.2 per cent over the past decade.

Pension Funds 64

Pension Funds Management Fees Finance Financing 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

Advocates argue that private markets offer diversification and potentially higher returns compared to traditional publicly traded assets. However, challenges such as limited liquidity, opaque valuations, and higher fee structures have made plan sponsors hesitant.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

The Big Picture

JANUARY 7, 2025

One of the researchers there, Nick Bloom, has done some of the most definitive research on flexible working and how it impacts productivity retention and how it’s very much here to stay or should be very much flies in the face of how some Wall Street banks think about the return to work. It’s also legal and regulatory.

Capital 52

Capital Hedge Funds Buyout Funds 52

Pension Pulse

NOVEMBER 21, 2024

7 as part of the government’s sweeping leadership changes, are returning to the board: Former private-equity executive Jason Montemurro, real estate investor Bob Dhillon and former Healthcare of Ontario Pension Plan CEO Jim Keohane. Howe Institute who serves on a corporate board with Mr. Harper.

Pension Funds 64

Pension Funds Finance Financing Consultants 64

The Motley Fool

NOVEMBER 7, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of November 4, 2024 Alan? Consider when Nvidia made this list on April 15, 2005.

Legal 244

Legal Debt Assets Banks 244