Private equity funds

The private equity firm’s credit arm grew significantly with the addition of a new insurance platform and an energy investment management unit.

The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.

Advisor Group firm Woodbury Financial targets the bank brokerage channel.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

Mercer Advisors picks up where it left off last year.

After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

Consolidators are doubling and tripling RIAs' five-year performance.

The well-capitalized acquirer completed eight transactions in 2017.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.

Advisors can differentiate their practices by helping clients help communities in need.

Advisory firms need private equity capital, but problematic strings may be attached.

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

Independent firms need capital, but some top executives question private equity's benefits.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

Advisers have turned into the new active investment managers.