The Motley Fool

OCTOBER 4, 2024

Most investors are drooling over Microsoft 's (NASDAQ: MSFT) jaw-dropping growth story. And let's be honest: With the company's $3 trillion market cap , it's hard not to. But a lesser-known perk to keep an eye on is its consistent dividend rewards to shareholders. Microsoft declared its first dividend for shareholders in 2003 and has been treating shareholders to consistent dividend increases for nearly two decades.

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Shareholders Accounting Returns Investors 246

AltAssets

OCTOBER 4, 2024

Growth equity investment giant Summit Partners has closed its twelfth flagship US growth equity fund with a capital pool of $9.5bn, after just five months in the market. The new vehicle, Summit Partners Growth Equity Fund XII, launched its fundraising campaign in late April 2024 and comes just three years after its predecessor. Summit Partners […] The post Summit Partners closes Fund XII on $9.5bn after just 5 months in market appeared first on AltAssets Private Equity News.

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Funds Capital Investing 98

A Wealth of Common Sense

OCTOBER 3, 2024

We emptied the inbox this week covering other questions about getting your CFA designation, the types of bonds you should own in retirement, how pensions fit into a retirement plan, how to spend more money, teaching your kids about money, becoming a landlord, using a HELOC as an emergency fund, how analysts rate stocks and adding international exposure to your portfolio.

Portfolios 97

Portfolios Funds Assets 97

XY Planning Network

SEPTEMBER 30, 2024

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.

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Private Equity Wire

OCTOBER 1, 2024

Global private investment firm Blackstone has committed to to invest £10bn ($13.4bn) in the United Kingdom to finance the construction of one of Europe’s largest artificial intelligence data centres, according to a report Forbes. Teh report cites an announcement by the UK government as confirming that the investment is expected to create 4,000 jobs at a new facility in Blyth, Northumberland, a site previously owned by battery startup Britishvolt, which had intended to produce electric vehicle ba

Hedge Funds 95

Hedge Funds Startups Investing Asset Management 95

The Motley Fool

OCTOBER 4, 2024

If you're looking to maximize your income in retirement, delaying Social Security benefits until age 70 is one of the simplest and most effective ways to do so. Age 62 is the earliest you can file, but for every month you delay benefits past that age, you'll receive larger monthly payments. By waiting until age 70, you'll receive the maximum possible benefit, based on your work history.

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A Wealth of Common Sense

SEPTEMBER 29, 2024

Imagine laying out the following scenario a few years ago: Inflation will hit its highest level in four decades. That will force the Fed to raise rates from 0% to 5%+ in a hurry. Inflation will eventually fall back to target but a recession isn’t the reason why. By the time the Fed is ready to start cutting rates the stock market will be back to all-time highs.

Stock Market 102

Stock Market Stock Market 102

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.

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Consultants Consulting Investing 88

Private Equity Wire

SEPTEMBER 30, 2024

Global private equity firm Carlyle Group is exploring a potential investment in Thames Water, the UK’s largest water and wastewater company, which is struggling under the burden of debt pile of more than $15bn, according to a report by Sky News. The news comes as Ofwat, the regulatory authority for water services in England and Wales, is set to appoint an independent monitor to oversee Thames Water as early as next week.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Investing Debt 97

The Motley Fool

OCTOBER 4, 2024

The S&P 500 is the most widely followed stock market index in the U.S. and consists of the 500 largest publicly traded companies in the country. Given the scope of its membership, it is considered by many investors to be the most dependable gauge of overall stock market performance. To be included in the S&P 500, a company must meet the following criteria: Be based in the U.S.

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Shareholders Stock Market Stock Market Returns 246

AltAssets

OCTOBER 3, 2024

Vector Capital, a leading private investment firm focused on transformative technology investments, has announced that Amish Mehta has rejoined as a Managing Director and member of the Investment Committee. Mehta brings over 20 years of experience in technology and software investments in both private and public markets. He previously spent 12 years at Vector Capital, […] The post Vector Capital names Amish Mehta as returning managing director appeared first on AltAssets Private Equity New

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Returns Capital Investment Firms Investing 88

Million Dollar Round Table (MDRT)

OCTOBER 3, 2024

By Matt Pais, MDRT Content Specialist Let’s say 100 people call you at the same time. How many of them can you speak to at once? Obviously, only one. That’s why Donald P. Speakman, MSFS , a past MDRT member from Pittsburgh, Pennsylvania, recommends recording an extended voicemail message during high-volume call times to simultaneously address a large number of concerns.

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A Wealth of Common Sense

OCTOBER 1, 2024

The pictures and videos from the wake of Hurricane Helene are unfathomable. One emergency respondent said the flooding in parts of North Carolina resembles biblical devastation. I can’t imagine trying to pick up the pieces if your town, home or business was destroyed by the storm. The good news is this country is pretty good about rallying the troops to help in situations like these.

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Private Equity Wire

OCTOBER 3, 2024

Highland Europe, a private investment firm focussed on investments in growth-stage technology and consumer companies, has appointed Josephine Healy as General Counsel to lead the firm’s legal department. After specialising in technology VC and M&A transactions since the early days of her career, Healy has worked closely with Highland over the past six years at international law firm Osborne Clarke where she was an Associate Director.

Law Firms 83

Law Firms Legal Investment Firms Funds 83

The Motley Fool

OCTOBER 4, 2024

The rapid expansion of artificial intelligence (AI) lit a blazing fire under many tech stocks. The biggest winners so far are foundational companies like Nvidia (NASDAQ: NVDA) and Microsoft. Nvidia supplies the high-end data center GPUs for processing complex AI tasks, while Microsoft owns a major stake in ChatGPT's creator OpenAI. Over the past five years, Nvidia's stock soared 2,590% as companies scrambled to upgrade their servers with its new GPUs.

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Stakes Returns Investors Companies 246

AltAssets

OCTOBER 3, 2024

Xenon, a private equity enterprise located in Italy, has closed its Private Equity VIII fund on its hard cap of €500m According to RealDeals, the final close represents a considerable 67% increase in capital raised compared to its predecessor. Similar to its previous iterations, Xenon VIII will seek to invest in midmarket Italian firms in […] The post Italian Xenon concludes eighth fund on €500m hard-cap appeared first on AltAssets Private Equity News.

Funds 86

Funds Capital Investing 86

Million Dollar Round Table (MDRT)

OCTOBER 1, 2024

By Michael DePilla, MDRT in-language content strategist Creating miracles, helping clients to understand why managing money is more important than making money and seeing past appearances can all be some of the skills it takes to be a financial advisor. Find out more from MDRT members worldwide with these simple ideas to think differently and perhaps see what others miss.

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Accounting 88

Financial Times M&A

OCTOBER 1, 2024

The deal struck this week marks the end of years of infighting among band members over the sale

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Private Equity Wire

OCTOBER 4, 2024

LGT Capital Partners has held the final close of its latest flagship secondaries fund, Crown Global Secondaries VI (CGS VI), at over $7bn in total capital commitments exceeding the original target size of $6bn. Drawing on the firm’s successful investment strategy for previous secondary funds, CGS VI aims to build a broadly diversified portfolio of private equity assets, acquired through limited partnership interests and complex fund solutions.

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Buyout Venture Capital Leveraging Assets 76

The Motley Fool

OCTOBER 4, 2024

One of ExxonMobil 's (NYSE: XOM) defining features is its dividend -- specifically, the company's ability to increase the dividend year in and year out for 42 consecutive years despite the inherent volatility of the energy sector. But for some investors, the 3.2% dividend yield might not be compelling enough to make the integrated energy giant a buy.

Exchange-Traded Funds 246

Exchange-Traded Funds Capital Returns Portfolios 246

AltAssets

OCTOBER 2, 2024

The Institutional Limited Partners Association (ILPA) has appointed Bart van Dijk as its new Managing Director, Head of Europe. The move will see van Dijk focus on expanding the company’s presence across the continent, while also bolstering its relationships with industry partners and policymakers. The firm is dedicated to representing over 600 institutions with more […] The post ILPA appoints Bart van Dijk as Managing Director, Head of Europe appeared first on AltAssets Private Equity New

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Financial Times - Banking

SEPTEMBER 29, 2024

Handful of secretive businesses including Jane Street and Citadel Securities have seized market share from the old guard

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Banks 91

Financial Times M&A

OCTOBER 1, 2024

Bloc’s officials say opposition to UniCredit’s move on German lender at odds with Berlin’s pro-EU stance

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Private Equity Wire

OCTOBER 1, 2024

TPG Rise Climate, the dedicated climate investing strategy of TPG’s global impact investing platform, and GIC, are to acquire Techem Group, a service provider for smart and sustainable buildings from private markets investment firm Partners Group for $6.7bn. The transaction is expected to close in the first half of 2025, subject to customary conditions and regulatory approvals, with the purchase price set to be paid in two instalments – one at close and the remainder in July 2027.

Investment Firms 87

Investment Firms Funds Investing 87

The Motley Fool

OCTOBER 4, 2024

In 2021, many cryptocurrencies reached their all-time highs as stimulus checks, social media buzz, and a "fear of missing out" (FOMO) brought in a stampede of bulls. But in 2022, that rally fizzled out in a "crypto winter" as rising interest rates drove investors away from cryptocurrencies and other speculative investments. Bitcoin 's (CRYPTO: BTC) price sank from nearly $69,000 in November 2021 to less than $16,000 in November 2022.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Stakes Assets 246

AltAssets

SEPTEMBER 30, 2024

London-based growth investor IW Capital is launching a £30m fund targeting UK SMEs in the wake of a successful management buyout of the firm. The post IW Capital to launch new fundraise in wake of UK firm’s management buyout appeared first on AltAssets Private Equity News.

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Buyout Capital Funds Investors 90

The Motley Fool

OCTOBER 4, 2024

Peter Thiel is best known as one of the co-founders of PayPal and an early investor in Meta Platforms , then known as Facebook. After leaving PayPal, he co-founded another company, Palantir Technologies (NYSE: PLTR) , where he serves as chairman. Thiel sold over $1 billion worth of Palantir stock over the last few days of September and the first day of October, according to Securities and Exchange Commission ( SEC ) filings.

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Securities and Exchange Commission (SEC) Venture Capital Leveraging Shareholders 246

The Motley Fool

OCTOBER 4, 2024

Retirement planning is one of the most important financial exercises you'll do with your spouse. Some aspects of your plan, such as saving and investments, have well-documented blueprints for success. However, there are some essential aspects of budgeting that you have to determine yourself. It's important to have a conversation with your spouse to set lifestyle expectations so that you can create goals and track your progress along the way.

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Taxes Assets Stakes Accounting 246

The Motley Fool

OCTOBER 4, 2024

The world's biggest technology companies are spending an enormous amount of money building data centers, and they are filling them with graphics processing chips (GPUs) designed for artificial intelligence (AI) development. GPUs are built for parallel processing, meaning they can handle large volumes of data and multiple workloads at once, which is key to training AI models and performing AI inference.

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Companies Returns Investors Capital 244

The Motley Fool

OCTOBER 4, 2024

Cathie Wood of Ark Invest has garnered a large following thanks to her conviction in emerging markets, such as biotechnology and artificial intelligence (AI). But she also holds some investments in companies in less-cutting edge industries. So let's explore f intech company SoFi Technologies (NASDAQ: SOFI) , which I think this is a rare example of a stock in Ark's portfolio where the share price and the underlying fundamentals are disconnected.

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Initial Public Offering Financial Services Banks Prospects 244

The Motley Fool

OCTOBER 4, 2024

Okta (NASDAQ: OKTA) stock has been disappointing investors in recent years as the company's growth has slowed from the pace it reached during its pandemic-era boom. Shares of the identity and access management technology leader are down by about 75% from the all-time high they touched in 2021, and down about 19% year to date. Those results may look discouraging, but the underlying trends for Okta's business offer several reasons to remain optimistic that a turnaround could be on the horizon.

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Leveraging Returns Portfolios Accounting 242

The Motley Fool

OCTOBER 4, 2024

It's no secret that Nike (NYSE: NKE) has struggled lately. The sportswear giant has posted several quarters of weak growth and even said that revenue would decline in fiscal 2025, which began in June. That was before the company ousted CEO John Donahoe, who is set to be replaced on Oct. 14 by longtime company executive Elliott Hill, who is coming out of retirement to take the job.

Returns 242

Returns Investors Companies Portfolios 242

The Motley Fool

OCTOBER 4, 2024

Exchange-traded funds (ETFs) can be a fantastic way to invest. Yet, with thousands of ETFs to choose from, it can be difficult to narrow down which might be the right choice. In this article, I'll cover two very different -- but excellent -- ETFs. Let's get started. Image source: Getty Images. Vanguard Growth ETF The first unstoppable Vanguard ETF I want to cover is the Vanguard Growth ETF (NYSEMKT: VUG).

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Exchange-Traded Funds Funds Prospects Returns 237

The Motley Fool

OCTOBER 4, 2024

One stock that looked like it was dead in the water last year was Lumen Technologies (NYSE: LUMN). The telecom company had a lot of debt, suspended its dividend, its financials looked awful, and the stock had been in free fall. It looked like an incredibly risky investment to own. Although those problems remain, as with anything these days, artificial intelligence (AI) and any related news can prove to be transformative for a stock -- even a risky one.

Debt 236

Debt Investors Returns Companies 236