Private equity

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

The 2022 outlook looks to be much the same.

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

Another big name in private equity is betting on an independent wealth manager and buying out a minority investor that fueled the RIA consolidator’s expansion.

The SEC head has already promised to take a closer look at crypto, online brokers and green investment funds. Now he is taking aim at the world of private capital.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

Industry experts weigh in on the future of wealth management.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

Eliminating the benefit often used by private equity firms is one of the reforms Biden and Democrats are planning to use to help pay for the biggest social spending expansion in decades.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

If approved, the vehicle will focus on acquisition targets in the consumer or retail industries, according to the prospectus.

Known primarily from his decades-long MLB career, Alex Rodriguez is joining a roster of wealthy celebrities backing blank-check companies.

The combined company will service $4 trillion in assets and is valued at $1 billion.

The pending nominations send a clear signal that the rule-cutting and lax enforcement the industry has grown accustomed to under President Trump are over.

Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.

The Labor Department has opened the door to using PE as a component of a target date fund held within a DC plan, writes iCapital Network CEO Lawrence Calcano.