Results for "private-equity funds"

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Advisor Group new bonus program falls short for some advisers

September 6, 2019

Some of Advisor Group's more than 7,000 brokers and financial advisers are underwhelmed by the broker-dealer network's offer of various cash awards and bonuses designed to keep them happy and in their seats as the firm adjusts to new ownership....

Opening an IRA just for alternative investments

August 30, 2019

With market volatility picking up as stocks hover near record highs, at least one platform is hoping to tap into investor fears by offering direct access to alternative investments in retirement accounts. Nashville, Tenn.-based Alto Solutions...

Advisor Group acquisition financed by debt rated 'junk' by S&P

August 23, 2019

The $1.6 billion in debt issued to finance the recent acquisition of Advisor Group has been rated below investment grade — commonly known as junk bonds — in a report this month by S&P Global Ratings. Reverence Capital Partners, a private...

Advisers may not be equipped to help clients navigate private markets

August 9, 2019

As the Securities and Exchange Commission considers easing rules surrounding investments in unregistered securities, financial advisers could find themselves as the gatekeepers between ordinary investors and the private market. In a recent letter...

Top 50 equity ETFs, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 Breakwave Dry Bulk Shipping ETF (BDRY) 39.27% -39.69% N/A $4.30 0.15% 2 iPath Exchange Traded Notes Global...

Top 50 equity mutual funds, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 Kinetics Internet Fund;No Load (WWWFX) 21.92% 18.16% 19.14% $138.70 1.84% 2 OCM Gold Fund;Investor (OCMGX)...

A crisis of confidence surrounds GPB Capital

July 30, 2019

The silence emanating from GPB Capital is both maddening and infuriating to the broker-dealers and advisers that sold $1.8 billion in high-risk private placements created by GPB. The red alert is flashing; GPB recently reported the value of...

Elizabeth Warren declares war on private equity 'vampires'

July 18, 2019

Elizabeth Warren unveiled a policy proposal Thursday to slap new rules on private equity and "useless speculation" on Wall Street while rolling back President Donald J. Trump's deregulation of the financial industry. A centerpiece of her "economic...

GPB adds class action lawsuit to list of woes

August 6, 2019

GPB Capital Holdings, the private placement manager already mired in investigations and lawsuits, is now facing a potential class action lawsuit from disgruntled investors seeking financial information about its funds. Filed by two investors...

Lightyear sells Wealth Enhancement Group to TA Associates

July 31, 2019

Minneapolis-based Wealth Enhancement Group has extended its relationship with private-equity investors through a deal that will transfer a majority ownership stake in the $11.8 billion advisory firm to TA Associates. The deal, announced Wednesday,...

Clayton wants retirement investors to have more access to private funds

April 9, 2019

Securities and Exchange Commission chairman Jay Clayton wants retirement investors to have greater access to private funds. In an interview Tuesday at the U.S. Chamber of Commerce in Washington, Mr. Clayton said managers of traditional defined-benefit...

Selling your firm, even if you've never thought about it

May 29, 2019

Even if you've never thought about selling your financial planning firm or practice before, now's the time to familiarize yourself with the landscape. Just look at what's going on in our industry: Goldman Sachs is buying United Capital. Ric...

Understanding private equity investing

May 27, 2016

The nation's biggest pension fund, the California Public Employees' Retirement System, better known as CalPERS, publicly disclosed last year that it has paid more than $3 billion in performance fees to private equity managers over the past 17...

Should financial advisers be paying more attention to private equity?

June 24, 2019

Excitement for greater access to private-equity investments was sparked by a Wall Street Journal story Monday that The Vanguard Group may be pondering a move into the space. While the $5.2 trillion Malvern, Pa.-based asset manager told InvestmentNews...

Private-equity firms increasingly turn to BDCs

September 25, 2011

Having little luck raising capital from institutional investors the old-fashioned way, private-equity firms are turning to the public markets, forming business development companies and other publicly traded vehicles to invest alongside shrinking...

Private-equity firms willing to deal on fees

August 21, 2011

Some of the most popular private-equity funds — those once in such demand that they could get away with charging above-market fees — are finding it hard to fill their dance cards. That pressure is causing managers such as Bain Capital LLC,...

Goldman Sachs takes PE crown

May 2, 2010

While executives of The Goldman Sachs Group Inc. were getting grilled on Capitol Hill about deals involving mortgage-related securities, another division of the company quietly made headlines of a different sort. Thanks to the firm's Principal...

Private-equity firms bring duds to market

November 8, 2009

After a long hibernation, the lords of leveraged buyouts are up and about. Kohlberg Kravis Roberts & Co. finally went public last month after a two-year delay, while The Blackstone Group and Cerberus Capital Management LP unveiled plans to return...

Bye-bye buyouts; hello to raising infrastructure funds

June 7, 2009

Private-equity firms are turning to infrastructure investing now that the credit crisis and deepening recession have put their traditional leveraged-buyout businesses into suspended animation. Some of the biggest names in the private-equity...

AIG Investments close to $300M sale to Crestview

August 4, 2009

AIG Investments, the asset management arm of American International Group Inc., is close to being sold to a group that includes private-equity firm Crestview Partners for $300 million to $400 million, Reuters reported today, citing a source....

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