Private equity

Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large aggregator.

There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.

Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.

As CAIS launched a new advisory firm to simplify alternative investments for financial advisors and their clients, experts at the firm's summit discussed how to get clients more comfortable with the asset class.

The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.

Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.

Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.