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.
Volatility pushes IRA investors into nontraded alts
Real estate and private equity are increasingly popular in self-directed IRAs, and crowdfunding is expected to take off in the accounts, Pensco says.
Phoenix Group is in talks to buy Cinven’s Guardian Financial
Phoenix Group has been evaluating Guardian Financial as part of an ongoing sale process of the company.
Private exchange tech firm raises $70 million
PlanSource provides the technology systems for Utah's small-group exchange.
CEO says private equity ‘mixed bag’ for insurance
Even with its risks, Athene Chief Executive Officer Jim Belardi is a proponent of private equity firms and their involvement with insurers.
Aberdeen to Buy FLAG Capital
The move expands the asset manager's reach in the alternatives business and among investors in Asia.