Fundraising

The consulting firm reminds wealth managers to conduct due diligence as investment opportunities for individuals soar.

There is an often-overlooked $17trn market where the mid-market and smaller managers can compete within their own weight class for retirement capital, writes Eric Satz, founder and CEO of self-directed IRA platform Alto.

Strategically approaching the launch of a new business line can help GPs successfully launch an evergreen fund alongside their other offerings.

As popular as co-investments may be right now, there are certain terms and dynamics to keep in mind, write David LaGalia and Timur Eron of the law firm Morrison Cohen.

GPs face hurdles in areas pertaining to LP relations and compliance, according to a recent survey by the index and data provider.

The survey also found that GPs are negotiating fund terms more often, further adding to their compliance burden.

The company is set to launch its offering in the fourth quarter, which will be integrated with GPs and private banking platforms.

The private wealth technology platform’s CEO shared how its new proceeds will help sponsors – and expand its product offerings.

Investors in the firm's Private Assets Fund overwhelmingly approved a change to the way carry is calculated, says executive co-chair Hartley Rogers.