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.
Ron Carson’s Group Gets $35M From PE Firm
The wealth manager has some $6.5 billion in assets and has plans to expand.
Aberdeen to Buy FLAG Capital
The move expands the asset manager's reach in the alternatives business and among investors in Asia.
Top Portfolio Products: UBS Adds REIT ETN; Global X Launches Beta ETFs
Also, Diamond Hill rolls out valuation-weighted exchange-traded fund, and Pomona Capital adds private-equity product.
Individual, Institutional Investors Favor Private Equity
Private equity and venture capital appear to be in robust shape as 2015 begins.
Record Year for Private Equity Distributions
Preqin research shows private equity fund returns averaged 18% in 2013, outpacing capital calls by 46%, sees "positive momentum" continuing in 2014.
Taming Risk in Alts to Fit Into Client Portfolios
One veteran advisor explains how he mixes in venture capital and private equity, along with extra vigilance.
Private Fund Advisors Often Cited for Violations Over Fees, Expenses: SEC
Private equity firms are cited for deficiencies involving fees and expenses more than half the time the SEC looks at that area, OCIE’s Bowden says.