Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AI
By Rob BurgessThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.
August 19, 2026
Pimco's President Says Wealth Firms Running Shy of Private CreditWealth managers are beating a retreat from private credit and ramping up a search for alternatives, says Christian Stracke.
August 18, 2026
Dynasty Closed on Over $200M in Private Market FundsIndependent advisors "are hungry for differentiated private-market opportunities typically only available to the world's largest investors," said CEO Shirl Penney.
August 17, 2026
What the Forbes Fiasco Means for the Future of Advisor RankingsThere are other ways to identify top advisors, an industry executive says.
August 13, 2026
Secret $6M Payment to Forbes Editor Raises Questions on Advisor RankingsThe personal gift from Shook Research founder RJ Shook leaves both brands "tarnished forever," marketing pro April Rudin says.
August 05, 2026
10 Biggest Q2 Deals in Wealth Management: EchelonDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.