PE Drives Multiple Advisory M&A Records in 2025
Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.
Tag: Private equity
Plaintiffs in Intel ERISA Case Appeal to Supreme Court
The Supreme Court will take up the case's main outcome, after already ruling on a separate part of the case...
Blackstone Unit to Focus on Private Investments in DC Plans
The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...
PE Ownership Expands Into Midsize, Small RIAs
Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.
Experts Split on Private Equity in 401(k) Plans
Supporters say access to PE would allow participants the chance to enjoy higher returns, while naysayers stress that the asset...
Aquiline Acquires SEI Family Office Services Unit
The platform also provides services for private banks, alternative asset managers and private wealth advisers.
Advisers Giving Back
Great Gray Trust Company to Collaborate With BlackRock
BlackRock’s glidepath will power Great Gray Trust Company’s new retirement solution with access to private markets.
SEC to Evaluate Use of PE and Alternatives in Retirement Accounts
The SEC's Office of the Investor Advocate as previously highlighted potential risks for retail savers posed by the expansion of...
Private Equity Sponsors ‘Cautious’ Amid Market Uncertainty
A Churchill Asset Management survey found PE firms remain cautiously optimistic about the outlook for dealmaking, exits and returns.
Latest Equity Investment Values Hub International at $29 Billion
T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.
401(k)s Not the Place for Private Equity, Says Johns Hopkins Study
New research, focused on 19 of the 25 largest U.S. private equity-leveraged buyout families, argues private equity is riskier than...
Private Equity on Comeback Trail for 2025, Says McKinsey
In 2024, private equity returns declined to 3.8%, the third consecutive year in which the public markets outperformed the asset...
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Former Pension Plan Participants Sue Lockheed Over Athene Risk Transfer
The lawsuit against Lockheed related to its PRT with Athene comes close on the heels of a similar suit against...
SEC Suggests Retirement Assets Should Not Count Toward Accredited Investor Threshold
The regulator’s report on the accredited investor definition noted that many only qualify because of their DC plan assets.
New Bill Would Require Private Fund Disclosures for Chinese Investments
Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...