Private Equity
Read about how private equity investments offer investors the ability to invest in long-term profitable assets, known often as PE investments.
January 19, 2012
Romney's Unorthodox IRA (Wall Street Journal)Like many Americans, Mitt Romney has an individual retirement account. Unlike most Americans, Mr. Romney has between $20.7 million and $101.6 million in it, a big chunk of his fortune.
January 18, 2012
Volcker Rule AttackedAt a House hearing today, the Volcker rule faced its critics who contend that the rule's narrow definition excessively constrains the nation's largest financial institutions from driving a more robust market recovery.
January 18, 2012
Jefferson National Acquired by Management, Private EquityJefferson National Financial, one of the first companies to develop a flat-fee variable annuity for the RIA space, announced Tuesday that it had completed a management buyout.
January 16, 2012
Private Equity Firms Shovel Millions to Congress: MapLight AnalysisPolitical Action Committees (and individuals connected to private equity and investment firms have given more than $17 million to lawmakers that have been serving since the 109th Congress, a new report released Tuesday by the nonpartisan political research firm MapLight shows.
January 05, 2012
Private Equity Firms Snapping Up IBDsThese are tough times for the independent broker-dealer space. Pacific Wests announcement in early December that it was discontinuing operations was the latest in a string of similar announcement from small to medium size firms.
December 28, 2011
Choosing a Cloud-Based PlatformAll the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.
December 09, 2011
Sam Stovall Sees a 13% Advance in S&P 500 for 2012S&P Capital IQs Investment Policy Committee cites jump in corporate earnings, recession in Europe and half-speed recovery in U.S.
December 07, 2011
Lehman to Exit BankruptcyThe biggest bankruptcy in history saw the beginning of the end on Tuesday, as the reorganization plan of Lehman Brothers Holdings Inc. to exit bankruptcy in early 2012 was granted approval by U.S. Bankruptcy Judge James Peck.
November 28, 2011
Buyer’s RemorseMuch has been written about sellers seeking liquidity or succession solutions, but the real story of the day is the amount of money chasing after a small pool of advisory firms and broker-dealers.
October 30, 2011
Update on Fifth Street Finance, Top Dividend-Paying Financial StockTime to buy this dividend payer, or time to trim?