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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.July 2
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Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”June 25
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The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.June 4
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The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.May 6
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Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.April 20
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The fintech giant fattened its war chest with a $40 million investment.March 26
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“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.March 18
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In a cut throat market, the RIA can now offer cash for M&A deals.March 12
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Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.March 6
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The asset manager is targeting as much as $1.5 billion in volume annually, up from about $300 million per year about three years ago, the firm says.March 4
