Private equity

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Despite the notion that an ESG backlash is pushing clients away, private equity products aiming to solve challenging problems through investments are still on the rise.

Another private equity investor placed a large bet on wealth management as the latest insurer to sell its industry holdings spun off an attractive asset.

The private equity-backed deal keeps M&A humming along at a "healthy and stable" pace that's unlikely to pick up until rates fall.

Wealthtech platform Envestnet has agreed to be acquired by private equity firm Bain Capital in a $4.5 billion deal that includes heavyweight investors like BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

The founder of the private-equity backed RIA says he's interested in further acquisitions but doesn't want to be "growing for growth's sake."

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Ultrarich individuals and families worth more than $150 billion are helping drive a resurgence in private equity buyouts, providing capital for some of the year's biggest acquisitions to overcome a tough dealmaking environment.

The U.S. Fifth Circuit Court of Appeals in New Orleans sided with the private funds industry, which argued that the agency overstepped its authority.

The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

Some wealth managers see themselves as playing a distinct role in helping investors navigate the treacherous waters of private equity, credit and real estate.

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.