The Motley Fool

JULY 19, 2023

But, net customer gains mean it's at least generating more management fee revenue now than it was at this point in 2022. In line with results from some other banks and brokers, the firm is reaping the benefits of a stabilizing, mostly bullish stock market and higher interest rates even as its own interest expenses soar.

Management Fees 130

Management Fees Banks Assets Asset Management 130

The Motley Fool

DECEMBER 3, 2023

Each of the major stock market indexes has gained more than 20% from their bear market lows, with the gains fueled by easing inflation and the expectation that the Federal Reserve Bank may be done raising interest rates. Simons is ranked by Forbes as the world's 46th richest person, worth an estimated $30.7

Hedge Funds 246

Hedge Funds Stakes Earnings Before Interest Amortization 246

The Motley Fool

JANUARY 7, 2024

Most importantly for investors, it should be noted that the published fees are all well below the expense ratios for existing Bitcoin investment products. Grayscale charges a 2% management fee. On top of that, there are a few other reasons investors may want to pay the fees for a spot Bitcoin ETF.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

JANUARY 12, 2024

Bank of America (NYSE: BAC) Q4 2023 Earnings Call Jan 12, 2024 , 11:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, everyone, and welcome to Bank of America's earnings announcement. Should you invest $1,000 in Bank of America right now? Good morning.

Banks 130

Banks Taxes Accounting Assets 130

The Big Picture

APRIL 11, 2024

A handful of “Widows & Orphan” stocks, like Ma Bell, some railroads, utilities and the rare bank that was not suffering regular runs. Their solution was to own the market, and let someone else pay a high management fee. Equities were considered speculative endeavors, best suited for gamblers and punters. The exceptions?

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

Private Equity Wire

DECEMBER 12, 2023

In fact, a recent survey by BNY Mellon of traditional and alternative asset managers revealed that 43% expect to increase their firm’s offerings of private credit over the next one to two years. Managers are also utilising various distribution channels, such as private banks and wirehouses to reach this new investor base.

Debt 89

Debt Hedge Funds Investing Assets 89

The Motley Fool

JUNE 21, 2023

Fees One of the biggest factors to consider when evaluating a 401(k) plan is the fees that are associated with it. Many plans charge high fees that eat into your returns over time. These can include administrative fees, management fees, and expense ratios.

Due Diligence 130

Due Diligence Mutual Funds Management Fees Accounting 130

The Motley Fool

SEPTEMBER 22, 2023

On top of that, Brookfield sees a tremendous opportunity in private credit, driven by the recent turmoil in the banking sector. It could use its strong cash-rich balance sheet to acquire an asset manager that complements its existing platform. The company's recurring fee-related revenue will rise as fee-bearing capital grows.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

Diamond Consultants

MAY 3, 2022

By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. Private banking moves cannot avail themselves to Protocol protection, so post-employment restrictions rule—which almost always includes a non-solicitation clause, but also may include garden leave provisions as well.

Legal 52

Legal Banks Assets Education 52

The Motley Fool

JANUARY 29, 2024

And maybe you have stayed away from cryptocurrencies until now only because you don't want to open and fund another investing account with yet another firm, sharing your financial details and bank account numbers over the internet just to get started. And then you're in exactly the right place.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

ClearMoney

DECEMBER 16, 2021

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Education Management Fees Asset Management 52

ClearMoney

DECEMBER 13, 2021

We can’t predict the nature or timing of a crisis, but we can bank on human ingenuity finding a path through it. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

ClearMoney

DECEMBER 5, 2021

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Consultants Consulting 52

ClearMoney

MARCH 1, 2022

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

The Motley Fool

APRIL 22, 2024

How did they get their bank accounts? They have the exchange-traded funds where you can go on your regular brokerage account and buy Bitcoin through these ETFs with a low management fee in some cases. It's almost like a Kenny Powers Eastbound and down-type of [laughs] crypto scheme. Zeke Faux: Yeah. I was sad they didn't try it.

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

The Motley Fool

AUGUST 3, 2023

term bank debt is around seven private end market, while stable is not overly receptive to outgrow issuers at this time and the convertible debt market, which has seen a recent tick in activity remains opaque in terms of an option for us. We've received actionable dates from our banking partners. The line currently is 6.9%

Securities and Exchange Commission (SEC) 130

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

Pension Pulse

FEBRUARY 16, 2024

Some of these same investors made some notable bets on the banking industry, especially a regional lender that is currently under a lot of scrutiny: New York Community Bank ( NYCB ). The Soros Fund, AQR, and Millennium Management all increased their exposure to NYCB, which surprised Wall Street on Jan.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

ClearMoney

FEBRUARY 22, 2022

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Assets Taxes 52

ClearMoney

NOVEMBER 4, 2021

Momentum-focused strategies are banking on the sheer size of the premium outweighing the costs of that turnover. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. This implies turnover exceeding 100% for a continuous focus on the premium.

Mutual Funds 52

Mutual Funds Assets Banks Funds 52

ClearMoney

SEPTEMBER 24, 2021

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

ClearMoney

JANUARY 4, 2022

4Five-year break-even inflation rate data from Federal Reserve Bank of St. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. Government-related bonds represented by respective Bloomberg government-related indices.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

Axial

JUNE 6, 2023

Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. The platform is used by over 2,000 boutique investment banks that don’t post/list their deals anywhere online. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Capital 52

The Motley Fool

MAY 2, 2024

They have low fees. Some investment funds have hefty management fees. Because index funds simply track an index, their fees tend to be very low -- sometimes under 0.1%. You can get them through banks or credit unions. Even if interest rates drop on other banking products, your CD's rate won't. stock market.

Investing 130

Investing Debt Taxes Accounting 130

The Motley Fool

JULY 14, 2023

The net reserve build included a 389 million build in the commercial bank, a $200 million build in card, and a 243 million release in corporate, all of which I will cover in more detail later. On liquidity, our bank LCR for the second quarter ended at 129%, in line with what we anticipated at Investor Day. Expenses of 20.2

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

JANUARY 12, 2024

The net reserve build was primarily driven by loan growth in card and the deterioration in the outlook related to commercial real estate valuations in the commercial bank. Investment banking revenue of 1.6 IB fees were also up 13% year on year, and we ended the year ranked No. In advisory, fees were up 2%. Expenses of 6.8

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

APRIL 18, 2024

We've also established numerous origination relationships as well as bank partnerships, most recently with Barclays and KeyBank in areas like consumer credit card receivables, fund finance, home improvement, and infrastructure credit, and we plan to add more. Fee-related earnings increased 12% year over year to $1.2 billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Fees eat into returns -- doubly so when you only have a bit of savings to invest. A typical robo-advisory fee is 0.2% of your holdings, charged annually; human managers charge around twice that. Low-fee robo advisors charge even less.

Investing 130

Investing Mutual Funds Management Fees Stakes 130

The Motley Fool

JANUARY 16, 2024

The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. Let's say you invested $1,000 in an index fund tracking the S&P 500 (SNPINDEX: ^GSPC) index 5 years ago.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

JULY 14, 2023

And while the bulk of the tightening is behind us, central banks are responding vigorously to inflation and have made it clear, the cycle of hikes isn't over. We remain laser-focused on executing our strategy and simplifying and modernizing our bank. In banking, the momentum in investment-grade debt has spread into other DCM products.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. Firmwide IB fees were up 18% year on year, reflecting particular strength in underwriting fees. NIR ex Markets was up $1.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

AUGUST 4, 2023

This represents the second consecutive quarterly record for dividend income and demonstrates the continued strong performance of our lower middle market portfolio companies and the external investment manager. Fee income decreased 1.4 We're not bringing them in from either wealth advisors or banking relationships.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

APRIL 30, 2024

Not only are volumes up as banks retreat, the addition of new clients to the platform has never been higher. The company started in 2013 at Fortress to take advantage of dislocations in the MSR market as banks were selling MSRs to Basel III capital constraints. So, we started the business with $1 billion of equity. Today, we're at $7.1

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

JANUARY 19, 2024

And our desirable footprint, granular deposit base, and relationship banking approach will continue to serve us well. Operator Our next question comes from the line of Ebrahim Poonawala with Bank of America. Ebrahim Poonawala -- Bank of America Merrill Lynch -- Analyst Hey. Thank you all very much. Good morning.

Leveraging 130

Leveraging Banks Capital Portfolios 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Portfolios Companies 130

The Motley Fool

SEPTEMBER 5, 2023

A combination of property sales and reworked master lease agreements lifted the company's rent and property management fee collection rate to a hearty 97% in the June-ended quarter. As long as marijuana remains an illicit substance, MSOs will have spotty access to traditional banking services.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Liabilities Management Fees 246