In the private equity-backed financial services RIA industry, equity is often positioned as the ultimate incentive—a stake in the future, a share in the upside. But here’s the truth—not all equity is ...

Private equity swept across the wealth management industry in 2024, seeing small advisory practices get bought out left and right as part of a growing trend. But not all firms are created equal, and ...

Discover how the return on market value of equity (ROME) metric helps value investors find undervalued stocks by analyzing profitability against market capitalization.

Jeff Bartel is chairman and managing director of Hamptons Group, a private investment and strategic advisory firm headquartered in Miami. Although financial engineering is always a way of making ...

Genworth Financial offers a compelling sum-of-the-parts value, anchored by its 81.6% stake in Enact Holdings. Read more on ...

Private equity is stepping up its investment in the wealth management sector, drawn by its fragmentation, tightening regulations and the growing need for scalable platforms. This surge has been ...

As wealth management firms fight for the top financial advisor talent, equity pay is playing a key role in compensation plans and registered investment advisory firms' businesses. Giant RIAs are going ...

A debt-to-equity ratio is a way to measure a company's financial position. What does the ratio tell us? How do investors use ...