Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'
By Jane Wollman RusoffServing this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 25, 2026
11 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 16, 2026
OpenAI in Talks for $10 Billion Joint Venture With PE FirmsThe firm expects to bring in roughly another $10 billion from venture capital firms and sovereign wealth funds.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 13, 2026
Big RIA M&A Deals Aren't the Full StoryFirms with less than $1 billion represented more than half of announced transactions last year.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.
February 11, 2026
Nasdaq Rolls Out Indexes for Private MarketsThe index suite is meant to provide more transparency and vigor to private markets, Nasdaq says.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.