Fortune Financial

JANUARY 11, 2024

Additionally, enriching this knowledge base by bringing in external experts or consultants for specialized topics can give employees a deeper understanding of their benefits, providing employees with the information needed to enjoy what the company offers. Please consult with a qualified professional for this type of advice.

Education 59

Education Legal Taxes Consultants 59

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. The industry manages around $20 trillion in assets. The rules also require funds to perform annual audits.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Diamond Consultants

SEPTEMBER 20, 2022

This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure. For example, many wirehouse advisors who leverage the firm’s CIO portfolios are surprised to find that similar products are comparably “expensive” in the independent space.

Due Diligence 52

Due Diligence Mutual Funds Fee Structure Leveraging 52

The Motley Fool

MAY 9, 2024

In Q1, we had a number of wins with Zenlayer in Malaysia, including delivering co-locations and interconnection solutions to a fintech firm, extending its reach into Kuala Lumpur, as well as supporting logistics consulting firm extending into Johor. And we recently announced the Silicon Valley 12 transaction.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Capital Leveraging 130

The Motley Fool

FEBRUARY 14, 2024

We helped clients more easily connect with top tier AI talent via targeted partnerships with organizations like OpenAI, feature launches like consultations for AI work and a dedicated talent storefront with our AI services hub. However, we're not contemplating changes to our fee structure right now.

Leveraging 100

Leveraging Capital Legal Shareholders 100

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. 00:29:44 [Speaker Changed] And and 50 bips is not an unreasonable fee structure for an actively managed fund. Finance was the natural fit for GMO.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

Sara Grillo

MARCH 16, 2024

-Flat fee advisor “Highly qualified community with a shared vision for fairness, honesty, and transparency for clients. Helpful business content relevant to advisors who eschew AUM fees in favor of emerging fee based and flat fee structures.” The meeting exceeded my expectations!”

Best Practices 52

Best Practices Consultants Consulting Fee Structure 52

The Motley Fool

OCTOBER 13, 2023

We believe that by peering offerings and simplifying our fee structure, we're going to incentivize our clients to deepen their relationships with us. During the quarter, we introduced some provide banking to improve the client experience for our retail banking clients. Wealth revenues have stabilized and were up slightly.

Banks 130

Banks Capital Assets Portfolios 130

The Big Picture

JULY 4, 2023

You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group. was like getting my post MBA not so much that I wanted to be a consultant but I wanted to learn about different industries and different types of problems. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women.

Hedge Funds 57

Hedge Funds Funds Banks Capital 57