Articles tagged "private equity"


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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 — 5:40 PM UTC

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 — 4:32 AM UTC

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 — 4:12 AM UTC

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 — 5:41 AM UTC

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

July 29, 2011 — 2:16 PM UTC
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