Private Equity-Backed Distributor Buys Two Firms
Simplicity Financial has scooped up WealthWise Partners and Liberty Financial Resources.
Aflac Turns to KKR as Kirsch Diversifies $120 Billion Portfolio
The company hopes to offset pressure from low rates on government bonds in the United States and Japan.
Aflac Finally Follows Peers in Placing Wager on Private Equity
The company's chief investment officer wants to put 2.5% of the assets in growth investments.
Focus Financial to Sell Big Stakes to KKR, Stone Point
The RIA aggregator says it now has some 45 partner firms and is valued at $2 billion.
Pension Plans' Risky Flirtation With Private Equity
States have promised to pay pension benefits with a value of about $3 trillion.
PE Firm to Buy Financial Compliance Outsourcer
Lovell Minnick, an owner of Lincoln Investment Planning, is set to acquire Foreside Financial Group, which works with BDs and IAs.
The Year in Alternative Investments: What Happened; What's Coming
Here's a look back at some of the highlights of the alternative investment space in 2016 and a look at one emerging trend.
House to Vote on Dodd-Frank Rollback Bill Benefiting Private Equity
Following SEC scrutiny of Apollo, Blackstone and KKR, House bill would ease some fee disclosures; White House vows to veto measure.
Buy private equity in the secondary market, Voya’s Simone says
John Simone with Voya Financial, Inc., says buying private equity in the secondary market can provide a predictable cash flow.
Ron Carson’s Group Gets $35M From PE Firm
The wealth manager has some $6.5 billion in assets and has plans to expand.