Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
Selling Your RIA to Private Equity Without Regrets
By Jane Wollman RusoffTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
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.
July 23, 2026
Private Credit Ditches 'Semi-Liquid' Term After Redemption WaveSome wealth managers are simply phrasing them as funds with "conditional" or "periodic" liquidity.
July 14, 2026
Most Advisors Use Alternatives in Client Portfolios: StudyThe investment class, research finds, has evolved beyond niche allocations to become a more generally adopted plan component.