Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
North American Family Offices Feel Upbeat: Report
By Michael S. FischerThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
September 02, 2026
Private Fund Advisors Busted in Ponzi-Like Scheme Against Retirees: SECMark Hanf and Hoai-Nam Chu Phan made material misrepresentations regarding the Pacific Fund and Freedom Fund, a complaint says.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
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.