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KKR ducks away from the retail market
Breakfast with Benjamin: Private equity giant KKR finds expanding beyond the HNW crowd is not so easy and shuts two retail-focused funds. Plus: Gold jumps on Yellen preview, fund manager changes lead to Morningstar updates, Barclays cuts 12,000 jobs, and another day, another Obamacare delay.
Hedge funds, private equity chasing retail investors but fees are high and returns aren't
Once the domain of institutions and ultra wealthy, hedge funds and private equity funds are seeking ways to tap into the huge pot of 401(k) assets. But given their high fees and so-so returns, investors may be better off avoiding them.
Goldman calls stock market lofty by most measures
Today's Breakfast with Benjamin includes: Goldman's stock market call, a closer look at Fed policy, lawyers pick apart Volcker rule, retailers and cyber security, combining IRAs, and how not to ignore your client's wife.
Be smart about "smart money"
They don't label the “smart money” as such for nothing. As a group, that class of investor includes institutions such as pension funds, sovereign-wealth funds, endowments and even some ultrahigh-net-worth family offices.
Private-equity giants set their sights on alternatives for mom and pop
The scramble to gain assets has come to this: Private-equity firms are lining up to court retail investors. The Carlyle Group last week became the latest P-E giant to unveil plans to offer its investing cache to the masses when it filed to launch its first liquid alternatives mutual funds. It joins
Big PE firms facing $1B settlement in collusion case
Plus: Asian markets are charging, hitting a year-end financial high note, how to use bond ETFs, Amex gets stung, and apps for getting fit. Check out Breakfast with Benjamin.
Whistle-blower tries to shed light on private-equity transaction fees
Insider says buyout firms rake in dough for acting as brokers for takeover targets.
Mountain of money in nontraded REITs continues to hold Wall Street's attention
Wall Street continues to intensify its loving gaze on the domain of independent broker-dealers and the alternative investments they're selling. This time, the Street's sights are on nontraded REITs.
Raymond James offers alts to RIAs
Access to PE, real estate, hedge funds, managed futures and alternative mutual funds coming next month.
Reg D advertising for public gets OK
The Securities and Exchange Commission approved a rule last week that will allow advertising for private-placement securities offerings.
Now, retail investors can get a P-E buzz – without the hangover
Private-equity firms marketing retail-oriented funds that don't require decade-long lockup
PE's new source: Wealth managers
Investors know all about The Blackstone Group LP, The Carlyle Group LP and TPG Capital LP. They expect these giant private-equity shops to reap outsize returns on bold, imaginative deals.
Private-equity jumping into annuities could be bad news for insurers
Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.
Private-equity set does tax tango
Private-equity managers are bracing for higher taxes in 2013 and in the final weeks of this year are refinancing investments, accelerating gains and shifting what they transfer to trusts.
LPL stock rocked by investor's plan to cut stake
The share price of LPL Financial Holdings Inc. Ticker:(LPLA) took a hit Tuesday after the company reported that one of its main private-equity investors intended to reduce its stake in the independent broker-dealer.
Explore your opportunities and be informed for your next move.
February 27, 2014