Private equity

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.

A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

The firm's chief Eric Clarke says there are multiple suitors.

Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?

From closed-end funds to Reg BI, here's what could be playing out this year.

Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

Factors driving the dizzying pace of deals are revealed at Schwab’s Impact conference.

Several major deals have accelerated buying momentum.

A New York PE firm makes a “significant” investment in the $16.5 billion consolidator.

Interest in acquiring advisory firms appears to be at an all-time high.

The RIA holding company reports a 30% rise in revenues and 30 M&A deals.

The partnership aims to provide exposure to areas such as middle-market private equity, real estate and infrastructure.

The large aggregator faces questions about its future.

The change will boost the firm’s “ability to reach a dramatically larger audience,” said CEO Stephen Schwarzman.

Part of the risk in any pivot to private equity is whether it would be essentially pawning what has been until recently a diamond of a business model.