Private equity

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

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.”

The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.

The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.

Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.

The fintech giant fattened its war chest with a $40 million investment.

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

In a cut throat market, the RIA can now offer cash for M&A deals.

Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.