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Private Equity

Displaying 116 results

Topic

Addepar rolls out app for trading hedge fund, PE investments

The tool is designed for family offices and RIAs looking for more liquidity in assets that are typically hard to buy and sell

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Thank goodness we diversified

Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have

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Private equity owners of IBDs will be tested during the downturn

How will they hold up as they deal with the fallout from COVID-19?

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Private equity may not be right for HNW clients

Most high-net-worth individuals would be better off investing in small-cap securities via mutual funds and ETFs

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Retirement plan adviser M&A market poised to explode

The mergers and acquisitions boom in the plan adviser market is only just beginning

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  • News
  • February 11, 2020

The strategy behind Creative Planning’s private equity deal

CEO Peter Mallouk says he's building a cash reserve as a defensive play

Topic
  • News
  • February 7, 2020

Private equity firm takes stake in $50 billion Creative Planning

General Atlantic is becoming a minority owner as Creative Planning continues to expand

Topic
  • News
  • February 5, 2020

Vanguard puts private equity investments on the menu

Its new partnership with PE specialist HarbourVest initially targets nonprofits but eventually will be available to individual investors

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  • News
  • January 21, 2020

Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report

Fintech firms that are at least five years old are receiving more funding and are being acquired more often

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  • News
  • January 13, 2020

M&A in the RIA space rides to another record year

Access to capital and a flood of quality buyers are seen driving the trend

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  • News
  • January 6, 2020

Private equity money finds new entry point to wealth management

PR firm Gregory FCA sells minority stake to private equity investors

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Private equity money altering the wealth management ecosystem

Fidelity report: Money flows in through the largest RIA consolidators and trickles down to create savvier advisory firms.

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Private equity firm Thomas H. Lee Partners buys stake in HighTower

The private equity firm will buy out existing institutional investors and invest an additional $100 million in the RIA.

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Private equity works for billionaires; will it work for you?

Billionaire Steve Schwarzman expects private equity returns of 10% over market. But let's get real: The odds of you seeing that in your 401(k) are slim.

Topic
  • News
  • October 2, 2007

Bill mandates study of hedge funds, private equity

A bill introduced in August would create a commission to study the hedge fund and private equity industries.

Topic
  • News
  • November 20, 2000

An exotic feast for investors

A growing number of companies are opening online supermarkets that feature a smorgasbord of exotic investments to sate the appetites of the newly rich and "moderately sophisticated" for venture capital, hedge fund and IPO deals.