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The unquenchable thirst for wealth management
With M&A in the RIA space setting records, the focus turns naturally to the seemingly irreversible influence of private equity money.
As markets get frothier, advisers migrate toward alternatives
Survey shows 98% of advisers plan to increase or maintain client allocations to alts in the year ahead; the strategies most likely to see an increase in allocation are real estate, private equity and private credit.
Not even pandemic can derail record level of RIA consolidation
The slowdown in March turned out to be just brief bump in the road for buyers and sellers in the wealth management space.
Wells Fargo nears deal to sell asset management unit
The bank is reportedly in talks to sell the unit to a private equity consortium led by GTCR and Reverence Capital Partners.
DPL Financial Partners secures $26 million in private equity capital
Eldridge and Atlas Merchant Capital combine forces in the latest example of private equity firms taking stakes in the wealth management industry.
New fund brings private equity to the accredited masses
Bow River fund bets a Biden administration won't kill the PE market
Fund companies see target-dates adding annuities in future: Report
The all-in-one products could also eventually include private equity, Cerulli Associates found
Macquarie and Wilshire to offer private investments fund
Delaware Wilshire Private Markets Fund has $25,000 minimum
YCharts acquired by private equity firm LLR Partners
CEO Sean Brown says the acquisition provides the capital needed to scale his firm while providing support for future growth
OneDigital receives majority investment from PE deal
Onex will become the biggest investor in the insurance broker, according to an announcement
Where opportunity meets responsibility
Examining the implications of the SEC expanded definition of an 'accredited investor' for private equity investors — and the advisers who serve them
PE to fuel insurance industry M&A: Report
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
Why private equity just invested $84 million in Guideline
What investors see in the low-margin DC record-keeping business
Robinhood adds another $320 million in funding
The latest round of investments boosts the online trading app's valuation to $8.6 billion
Opening defined-contribution plans to private equity is a mistake
U.S. regulators dropped the ball in a recent letter clarifying that regulations do not prohibit the use of private equity funds in 401(k) plans
Misinformation about private equity ownership distracts advisers at vital time
Here are key questions advisers should ask when assessing a firm owned by private equity
Private equity in 401(k)s? Not anytime soon
Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.
Captrust confirms more and larger acquisitions on the horizon
With its first taste of PE capital, the $390 billion aggregator is poised for ramped up activity
Captrust lands first PE funding
GTCR's investment reflects a $1.25 billion valuation for Captrust
Emigrant takes stake in Pure Financial Partners
The $2.4 billion RIA will use the funds for growth and acquisitions
