New Firm Established for Due Diligence Services
Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.
Tag: Private equity
HNW Allocation Not Completely Back to Normal
TIGER 21, a network for high-net-worth investors, conducted a survey of members that found although allocation to some categories has been restored to pre-downturn levels, certain shifts in...
Hewitt EnnisKnupp Chooses Private Equity Leader
Hewitt EnnisKnupp hired Karen Rode as the leader of its Global Private Equity group.
Fidelity, KKR to Offer IPOs to Institutional Clients
Fidelity Investment's registered investment adviser (RIA) and broker/dealer clients, and other institutional clients, will be able to invest in initial public offerings (IPOs) underwritten by Kohlberg Kravis Roberts&Co....
17 Questions to Ask About Home Equity in Retirement Planning
A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.