Articles tagged "private equity"
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Mark Tibergien and Dan Seivert Listen Up! Dave Welling explains why rising private equity involvement in the RIA business is flat-out great
Though not all liquidity comes with good or smart intentions, it beats the alternative: 'Stalled investment stalls growth, stalls innovation in the client experience and caps opportunities for the second generation'
October 22, 2018 at 11:32 PM
The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital
January 2, 2013 at 5:40 PM
A roll-up exec talks about owning a roll-up and calls out his fellow entrepreneurs to focus on genuine distinctions
There are private-equity backed consolidators and RIA aggregators, and subspecies of each of those, but we can call them all roll-ups
November 13, 2012 at 4:32 AM
Dynasty Financial hires an expert to help it build an alternative-investments inventory
Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,
June 1, 2012 at 4:12 AM
Private equity strikes again, this time quietly buying control of fi360 for $11.5 million
Bluff Point Associates principals liked the recurring revenues and bright growth prospects
April 10, 2012 at 5:41 AM
RIAs can turn stockpiled private equity cash to clients' advantage and into AUM
Clients who grimace at selling their business or standing pat may love a rising new option
