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Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
Barrons.com· 1 week agoInvestment advisors pride themselves on having a personal relationship with customers, but private-...
Private-Equity-Backed Arax Buys $1.7 Billion Denver RIA
Barrons.com· 1 week agoBEST PRACTICES Arax Investment Partners has acquired SRS Capital Advisors, a Denver-based registered...
Investment Bankers: Fisher Is a Different Beast
WealthManagement.com· 3 days agoFisher Investments, a national registered investment advisor with more than $275 billion in client assets, announced ...
The RIA Industry Is Bigger Than Ever. Here Are 5 Stats That Tell the Tale.
Barrons.com· 22 hours agoReturn to peak AUM. Strong markets and client growth helped the volume of assets managed by SEC-...
Merger Mania: 3 Stocks to Buy as Industries Consolidate
InvestorPlace via Yahoo Finance· 1 week agoA recent article from Barron’s discussing Focus Financial Partners’ consolidation efforts in the ...
Fifth Circuit Vacates SEC Private Fund Advisers Rule
The National Law Review· 2 weeks agoOn June 5, the US Court of Appeals for the Fifth Circuit vacated a US Securities and Exchange Commission (SEC) Rule designed to provide investors in...
Are the SEC’s Private Fund Advisers Rules Now Dead? No, but they are on Life Support | JD Supra
JD Supra· 1 week agoSecurities and Exchange Commission (the “SEC”) in its attempt to regulate those investment advisers that manage collective investment funds offered only ...
Rachel Behar
The National Law Review· 2 weeks agoRachel Behar is an Associate in Vedder Price’s New York office and a member of the firm’s Investment Services group. Ms. Behar concentrates her practice on representing private ...
Week’s Best: How to Achieve Your Expat Dreams
Barrons.com· 7 days agoArax Investment Partners, a $19 billion registered investment advisor backed by the private-< ...
Council Post: As The Global Alternatives Market Transforms, The Time To Adapt Is Now
Forbes· 2 weeks agoIn February, KKR released a new survey of more than 75 family office chief investment officers...