Private equity

Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

CEO Tony Miller thinks the financial backing Janney draws from the private equity firm KKR allows it to provide a full gamut of advisor support without losing its intimate feel.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Industry experts say Edward Jones was at risk of being left behind if it didn't offer access to investments that are becoming 'table stakes' for large wealth managers.

Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.