Displaying 105 results
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Advisors weigh PE allocations in face of rising rates
If the typical PE firm employs leverage and the cost of borrowing rises, it would make sense that higher interest rates would cut into its returns.
The case for PE in 401(k)s isn’t clear at all, new research finds
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
Summit Partners enters RIA venture with former exec at First Republic
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Texas-based family office commits $1B to fund investing in asset managers
Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.
Has the wealth industry entered a new era of dealmaking?
Echelon Partners report shows RIAs continuing to gain market share in 2023, while private equity firms figured in three-fifths of transactions.
Citi hails private fund tokenization pilot as a success
The proof of concept could accelerate blockchain tech on Wall Street.
The case for ‘retailization’ of alts is getting stronger: BNY Mellon
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Private equity returns have slumped, says Raymond James
Returns to investors are at their worst level since the financial crisis.
KKR sees ‘trillions’ of retail investor dollars moving to alts
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
Why PE can’t get enough RIAs
The relatively young market and its reliable, asset-based fees are very attractive to investors.
Private equity firm holds talks to buy Fisher Investments
Company, which oversees about $236 billion, denies sale is imminent.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Is private equity taking too many risks with debt structure?
Some investors are concerned about industry and even financial system risk.
Carlyle takes stake in Captrust
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
Vetting fund managers on DEI: Why it matters
Diversity, equity and inclusion is increasingly important to many advisors and their clients.
FPA rolls out welcome mat for alternative investments
A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.
401(k)s need private equity and real estate, study says
If plans can address liquidity and valuation concerns, they could benefit from higher returns, Georgetown CRI found.
