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Private equity swept across the wealth management industry in 2024, seeing small advisory practices get bought out left and right as part of a growing trend. But not all firms are created equal, and ...

ACP's position is clear: high-quality care must be the top priority, regardless of ownership arrangement. They've called for ...

If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of ...

The wealth management landscape is undergoing a transformation reminiscent of the banking consolidation wave that reshaped American finance. This consolidation brought efficiency but also ...

Meanwhile, private capital investments are often opaque and illiquid. There has been considerable debate about whether ...

A team of M&A and legal tech professionals including NexLP founder Jay Leib, have banded together to build a platform that assists private equity firms with portfolio management. PortOptix launched ...

Karl Heckenberg, who heads a private-equity firm with $1 billion to invest in independent wealth management firms, says the secret to his career success is simple. “I think a lot of it is that Midwest ...

If the White House gets its way, ordinary Americans will be able to invest their retirement savings in the private equity market. President Donald Trump is expected to direct the Department of Labor ...

Over my career advising mid-market firms through periods of transformation and ownership changes, I’ve seen what makes ...

Goldman Sachs Asset Management is teaming up with MSCI Inc. to launch an exchange-traded fund that aims to deliver returns ...