Private equity

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

Industry experts weigh in on the future of wealth management.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

Eliminating the benefit often used by private equity firms is one of the reforms Biden and Democrats are planning to use to help pay for the biggest social spending expansion in decades.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

If approved, the vehicle will focus on acquisition targets in the consumer or retail industries, according to the prospectus.

Known primarily from his decades-long MLB career, Alex Rodriguez is joining a roster of wealthy celebrities backing blank-check companies.

The combined company will service $4 trillion in assets and is valued at $1 billion.

The pending nominations send a clear signal that the rule-cutting and lax enforcement the industry has grown accustomed to under President Trump are over.

Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.

The Labor Department has opened the door to using PE as a component of a target date fund held within a DC plan, writes iCapital Network CEO Lawrence Calcano.

Previously, criteria focused on an investor’s wealth. Now, a broader group has access to investments that include private company offerings and certain private equity funds.

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

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.