Private equity

Previously, criteria focused on an investor’s wealth. Now, a broader group has access to investments that include private company offerings and certain private equity funds.

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”

The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.

The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.

Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.

The fintech giant fattened its war chest with a $40 million investment.

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

In a cut throat market, the RIA can now offer cash for M&A deals.

Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.

The asset manager is targeting as much as $1.5 billion in volume annually, up from about $300 million per year about three years ago, the firm says.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.

A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.