Displaying 111 results
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
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
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
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?
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
Retirement plan adviser M&A market poised to explode
The mergers and acquisitions boom in the plan adviser market is only just beginning
