Capital markets

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

The venture capital pro and digital artist explains why personal experience is a powerful ally in the world of financial services.

Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.

In a transaction highlighting complex dealmaking at the start of 2023, Parallel Advisors acquired a firm then added a capital partner.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

The Wall Street regulator's Regulation Best Execution would require firms to go to extra lengths to ensure they're getting the best deals for customers.

The Mills family, which recently sold its stake in Medline Industries, has created Council Ring Capital to manage its fortune.

Regulators are taking the first step towrard the most widespread revamp in more than a decade in the way that stocks are traded.

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.

Founder Toussaint Bailey seeks to deploy "a direct indexing experience in the private markets" toward areas such as education, small businesses and sustainability.

Plus, Betterment enters a deal to offer digital assets as a new survey finds Americans are cooling on crypto.

Recessions clear out economic deadwood and lay the groundwork for the next boom.

A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.

The latest move by Democrats to curb the tax benefits for partnership profits interests signals how wealth inequality has become mainstream party ideology.

Storing oil, gold and grain costs a lot of money, which is why they're great for trading but terrible as a long-term investment.