Private equity

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

The founder of the private-equity backed RIA says he's interested in further acquisitions but doesn't want to be "growing for growth's sake."

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Ultrarich individuals and families worth more than $150 billion are helping drive a resurgence in private equity buyouts, providing capital for some of the year's biggest acquisitions to overcome a tough dealmaking environment.

The U.S. Fifth Circuit Court of Appeals in New Orleans sided with the private funds industry, which argued that the agency overstepped its authority.