Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
10 Biggest Q2 Deals in Wealth Management: Echelon
By Michael S. FischerDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
July 14, 2026
PRO
How to Track Life Insurers' 'Payment in Kind' ExposurePIK is no longer about farmers paying off loans with loads of carrots; it's a key health indicator for private credit portfolios.
June 29, 2026
RIA Must Pay SEC $75K Over Custody Rule ViolationsNortheast Financial Group failed to conduct financial statement audits of private funds that the firm advised.
June 17, 2026
Semiliquid Funds Soar to $600B as Private Credit Loses Steam: MorningstarEvergreen assets, research finds, are entering a new phase as investor demand shifts and top risks become more apparent.
June 11, 2026
PRO
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.
June 02, 2026
Altruist Adds Alts to Expand PlatformAdvisors will be able to offer private market access to more clients, the custodian says.
May 06, 2026
JPMorgan Creates New Index Tracking 6,400 Private CompaniesThe middle-market benchmark will serve as a "diagnostic instrument" rather than a tradable index.
May 01, 2026
Reverence Capital Closes $2B-Plus Osaic RecapitalizationThe transaction seeks to deliver liquidity to existing investors and fund Osaic's long-term growth.