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Image source: The Motley Fool. DATE Friday, July 31, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Investor Relations Director – Andre Medina Chief Executive Officer – Alexandre Teixeira de Assumpção Saigh Chief Financial Officer – Raphael Denadai TAKEAWAYS Total Fundraising — $2.3 billion in the second quarter, bringing the year-to-date total to $4.5 billion and…
What sets Perigon apart isn’t a single tool in our stack; it’s an openness to innovate. We stay curious about how our technology serves both our clients and our employees, and we’re constantly asking how it could be better. That mindset leads us to the right partners, keeps us reaching for better ways to grow,…
Bond markets have a habit of reminding governments that they, not politicians, determine the price at which the state can borrow. Despite Andy Burnham’s message to the New Statesman last September that we’ve got to “get beyond this thing of being in hock to the bond market”, ten-year gilt yields remain around levels not seen…
Investment bank Greenhill is hiring a former Deutsche Bank executive to lead its chemicals franchise in North America, the latest industrials banker to leave the Frankfurt-based group in the past year. Matthew Welsford is set to join the bank this month as a managing director based in Chicago, according to people familiar with the matter,…
We were early in calling out the structural problems facing any card issuer willing to underwrite a co-brand built around rewards on rent payments. The partner economics were thin, the consumer behavior assumptions were fragile, and the rental market itself was too fragmented to support a clean, scalable model. A spreadsheet can make almost any…
Image source: The Motley Fool. DATE Friday, July 31, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Senior Manager of Investor Relations – Erin Schwartz President and Chief Executive Officer – Maria Pope Senior Vice President of Finance and Chief Financial Officer – Joseph Trpik Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS…
This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with…
Advisory firms spend enormous amounts of time discussing growth. Yet when you ask advisors to describe their marketing strategy, the answers are often surprisingly vague. Some say marketing is lead generation. Others think of websites, social media posts or client seminars. A few view it as something entirely separate from business development. The reality is…
There’s a split screen in registered investment advisor M&A right now, and it should concern every advisory firm owner considering a transaction in the next two to five years. On one side: sellers. According to DeVoe & Company’s 2025 annual outlook, 54% of RIA leaders expect M&A volume to increase over the next 12 months,…