So all in all, despite the noise from tariffs, some of the debasement of the U.S. dollar, we have not experienced any major impact on our business, but in our travels, Anecdotally, clients talk more about getting exposure to other currencies and diversifying more into global and international equities.

Oct 23, 2025 / receipt, needs a key / Seth, CEO | earnings call 2025-10-23 | transcript 5e626cbd-63cc-4109-a516-dd012a1c430c | chars 34405-34708 | segment 35

The decline in full-year 2024 promo and servicing came in at the lower end of our prior guidance, reflecting a pickup in traveling client meetings during the fourth quarter.

Feb 6, 2025 / receipt, needs a key / Jackie Marks, CFO | earnings call 2025-02-06 | transcript 1101cc13-a394-4f52-b909-21058b9207a9 | chars 18206-18379 | segment 19

Promotion and servicing costs increased by 18 percent from the prior year period, driven by higher T&E and firm meetings. For the full year, promotion and servicing costs increased 2 percent, or 1 percent, excluding AB Carvel. for which we had four quarters in 2023 versus two quarters in 2022, as higher T&E and firm meetings were partially offset by lower trade execution and clearance.

Feb 7, 2024 / receipt, needs a key / other, other | earnings call 2024-02-07 | transcript a95ca96c-6eca-4a26-b006-6c583c0beabb | chars 24186-24574 | segment 24

Promotion and servicing costs increased by 6% from the prior year period, driven by higher T&E expenses.

Oct 27, 2023 / receipt, needs a key / Bill Seamers, CFO | earnings call 2023-10-27 | transcript f5585573-25e7-44de-a020-86bc704ad894 | chars 15429-15533 | segment 15

Promotion and servicing costs decreased 5% sequentially due to seasonally lower firm meetings and T&E.

Oct 27, 2023 / receipt, needs a key / Bill Seamers, CFO | earnings call 2023-10-27 | transcript f5585573-25e7-44de-a020-86bc704ad894 | chars 15534-15636 | segment 15

Promotion and servicing costs increased 11% sequentially, driven by higher T&E seasonal firm meetings, including the Bernstein Strategic Decisions Conference in early June.

Jul 28, 2023 / receipt, needs a key / Bill Siemers, CFO | earnings call 2023-07-28 | transcript 34a3ce47-863e-4182-a8fc-43f90a8cee0c | chars 17298-17470 | segment 17

Versus the prior year period, higher T&E and firm meetings were offset by lower trade execution and clearance and transfer fees. Sequentially, T&E and marketing expenses declined.

Apr 27, 2023 / receipt, needs a key / Kate, CFO | earnings call 2023-04-27 | transcript eb0cb91e-d3cf-4c6e-8345-7d61833e1051 | chars 27723-27902 | segment 27

Where I would anticipate you, you know, you could see some increase if we have stronger markets this year. is that you may see some increase on the T&E side where we would be looking to continue to support our robust sales efforts.

Feb 9, 2023 / receipt, needs a key / Kate, other | earnings call 2023-02-09 | transcript f1e86d46-9825-4aac-9a7b-b915446c8561 | chars 28711-28942 | segment 29

Promotion and servicing costs decreased by 11% from the prior year period. and were up 10% for the full year as higher T&E and sales and client-related meetings rebounded from depressed levels in the prior year period due to the pandemic, offset by lower trade execution expenses and transfer fees.

Feb 9, 2023 / receipt, needs a key / Kate Burke, CFO | earnings call 2023-02-09 | transcript f1e86d46-9825-4aac-9a7b-b915446c8561 | chars 20323-20621 | segment 20

Promotion and servicing costs increased by 8% from the prior year period as T&E and sales and client-related meetings increased compared with depressed levels in the prior year period due to the pandemic, offset by lower trade execution and clearance costs Sequentially, T&E and meeting expense declined.

Oct 28, 2022 / receipt, needs a key / Kate, CFO | earnings call 2022-10-28 | transcript 6f8c21b9-e78b-4153-95c4-ea8bd5ea98ac | chars 29078-29382 | segment 29

Promotion and servicing costs increased 33% in the second quarter as T&E and sales and client-related meetings increased compared with depressed levels in the prior year period due to the pandemic.

Jul 29, 2022 / receipt, needs a key / Kate Burke, CFO | earnings call 2022-07-29 | transcript e008b9e9-b0ab-41af-8b89-b35c176c7672 | chars 18572-18769 | segment 19

We are looking at areas like travel T&E to see where we can be focused in terms of bringing in some of those expenses here in the third quarter. We expect that to be down slightly versus our second quarter spend.

Jul 29, 2022 / receipt, needs a key / Gabe, other | earnings call 2022-07-29 | transcript e008b9e9-b0ab-41af-8b89-b35c176c7672 | chars 28424-28636 | segment 29

adequate office space and facilities; (iv) prepare financial information for the periodic updating of our registration statements and for our proxy statements; (v) prepare our tax returns, reports to our shareholders, and periodic reports

filing / Jun 23, 2026 / receipt

adequate office space and facilities; (iv) prepare financial information for the periodic updating of our registration statements and for our proxy statements; (v) prepare our tax returns, reports to our shareholders, and periodic reports

filing / Jun 23, 2026 / receipt