Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
LPL to Expand Alts Offerings in HNW Push
By Dinah Wisenberg BrinAlternatives are an important tool for advisors serving wealthy clients, CEO Rich Steinmeier says.
January 08, 2025
Private Markets Access Is a Must-Have for RIAs: OptoJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.
December 20, 2024
InvestCloud Rolls Out ‘Game-Changing’ Account OfferingOne consultant says the new solution represents a significant breakthrough in private market investing.
December 19, 2024
Blackstone’s Wealth Boss Targets $1T in AssetsJoan Solotar, the firm's head of private wealth, is setting her sights on a very ambitious target.
December 17, 2024
Opto Investments Adds Private Markets Planner FeatureThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 11, 2024
MetLife to Create Life and Annuity Funding VehicleThe insurance giant will use Chariot Re to reinsure $10 billion in in-force annuities.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.