Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
EP Wealth Sells Minority Stake to PE Firm Ares Management
By Janet LevauxThe employee-owned RIA had assets under management of nearly $40 billion as of Aug. 31.
September 15, 2025
LPL Weighs Minority Investments in Hybrid RIAsThe strategy would provide capital-hungry firms an alternative to private equity, executive Marc Cohen says.
September 12, 2025
Franklin Templeton's CEO Names Her Favorite Alts Vehicle for Wealth ManagersAdvisors have many options to put alternatives to work for their clients, but one stands out, Jenny Johnson says.
September 11, 2025
10 New Things the Big Annuity Gate Crashers Are Telling Investors NowKKR's Robert Lewin and Apollo's James Zelter said it's not that easy to become a giant.
September 11, 2025
GTCR Closes FMG Acquisition, Names Mark Casady Executive ChairmanThe former LPL CEO says he's "thrilled" to join FMG at such a pivotal time.
September 10, 2025
Top 10 Annuity Issuers That Aren't Public Companies: 2024Many of the biggest players operate outside Wall Street's glare.
September 04, 2025
6 Stats Showing Private Equity’s Accelerating Control of RIAsPE investors are rapidly reshaping the industry, an AdvizorPro report finds.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.