Tag: Private equity

Advisory M&A

Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal valued at $7B; DeVoe says RIA M&A on track for first decline in a decade; and more.

Adviser Product Partnerships

FLX picks Broadridge for asset management distribution platform; Hub partners with employee recognition company Blueboard; more than 100 financial firms join CFA’s code to further DEI; and more.

Adviser Product Partnerships

Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and more.

Art by Tim Bower

The Value of a VCOC

Investing ERISA plan money via a venture capital operating company.