Private equity

Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.

Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

Deal structure, transition plans and dog and pony shows represent only a few of the thorny difficulties involved with branching into an acquisition strategy, experts say.

Big aggregators could feel the heat if private equity continues to fund $500M to $1B-AUM firms.

Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.

The regulator's Investor Advisory Committee said policymakers could abandon asset and income thresholds for determining who can put money into private markets and instead adopt a "sophistication" standard.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.

Roughly 200 advisors at the firm are being named "founder specialists" for their track record helping entrepreneurs do everything from set up employee-benefit plans to take their firms public.

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

Amid a broad deregulatory push, industry watchdogs are seeking to lower barriers that now limit many alternative investment products to so-called accredited investors.

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.