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Insights on the go: Dakota Fundraising News Podcast

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

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Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

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NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

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Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

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New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

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RayJay Lures Edward Jones Financial Advisor

July 26, 2024

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St. Louis County Employees’ Retirement Targets $30M to Private Equity

July 26, 2024

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City of Hartford CIO to Step Down

July 26, 2024

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St. Louis Firemen Selects Fixed Income Manager

July 26, 2024

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British Patient Capital Commits £25M to Venture Capital Fund

July 25, 2024

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Ohio SERS Commits $275M to Alts

July 25, 2024

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Mississippi PERS Commits $75M to Real Estate; Hires Int'l Small Cap Manager

July 25, 2024

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RayJay Welcomes Veteran Financial Advisor in Arkansas

July 25, 2024

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Southfield ERS Commits $8M to Private Credit

July 24, 2024

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Jacksonville Retirement Increases Core Fixed Income Target

July 24, 2024

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LGPS Invests £150m in Affordable Housing Fund

July 24, 2024

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Alaska Permanent Increasing Target to Private Equity, Real Estate, Private Income

July 24, 2024

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KKR to Acquire Janney Montgomery Scott

July 24, 2024

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LPL Financial Welcomes Investment Advisors Financial Group

July 24, 2024

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New Bedford Contributory Retirement Issues Core Real Estate RFP

July 23, 2024

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Vermont Commits $60M to Private Credit, Real Estate; Approves Asset Allocations Changes

July 23, 2024

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Connecticut Retirement Commits $450M to Private Equity

July 23, 2024

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Avantax Wealth Management Welcomes Noble Oak Financial

July 23, 2024

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Ameriprise Financial Lures Former LPL Team

July 23, 2024

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Bluespring Wealth Partners Acquires Shelton Financial Group

July 22, 2024

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Ann Arbor Employees’ Commits $5M to Private Infrastructure

July 22, 2024

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Merced Employees' Commits $8M to PE

July 22, 2024

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Alameda County Retirement Approves Asset Allocation Updates

July 22, 2024

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San Diego Retirement Approves Target Asset Allocation Updates

July 22, 2024

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Laredo Firefighters' Commits $5M to Private Equity

July 19, 2024

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LA Water and Power Allocates $75M to Private Credit

July 19, 2024

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Illinois TRS Looking for Real Estate & Real Assets Consultant

July 19, 2024

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Ameriprise FA Departs to Raymond James

July 19, 2024

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LPL Financial Welcomes Stable Wealth

July 19, 2024

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Pompano Beach Police and Firefighters Selects Large Cap Value Manager

July 18, 2024

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Rest Super Increases Investment to Real Estate Debt

July 18, 2024

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Arkansas TRS Invest $230 to Alts

July 18, 2024

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Wells Fargo FA Duo Shift to Stifel

July 18, 2024

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FA Duo Launch Independent RIA In California

July 18, 2024

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Delaware Public Employees’ Reallocates to 2 Index Managers

July 17, 2024

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Quincy Retirement Commits $16M to Private Equity

July 17, 2024

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UoM Investment Office Allocates $58M to Alts

July 17, 2024

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Arkadios Capital Welcomes Former LPL Team

July 17, 2024

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World Investment Advisors Adds Boston RIA

July 17, 2024

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Oklahoma Police Commits $20M to Private Equity

July 16, 2024

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Seattle City Employees Rehires NEPC

July 16, 2024

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LA Water and Power Allocates $75M to Real Estate

July 16, 2024

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LPL Financial Welcomes Summit Planning Group

July 16, 2024

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RBC Welcomes The Callot Wealth Management Group

July 16, 2024

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Sterling Heights Police & Fire Selects Emerging Markets Equity Manager

July 15, 2024

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Houston Police Invest $60M in Private Equity

July 15, 2024

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Philly Pension Board Commits $25M to Private Equity

July 15, 2024

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Louisiana TRS Hires International Small Cap Manager

July 15, 2024

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Modern Wealth Management Extends Reach to the South

July 15, 2024

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Cetera Financial Welcomes Rally Wealth and Benefits

July 15, 2024

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Maine PERS Commits $125M to Hedge Funds, Real Assets

July 12, 2024

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Arapahoe County Retirement Selects Bond Manager

July 12, 2024

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Connecticut Retirement Commits $1B to Alts

July 12, 2024

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NY Common Commits $2B to Alts & Emerging Manager Program

July 12, 2024

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Wells Fargo Adds Advisors From Merrill, UBS

July 12, 2024

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WEG Expands Presences To Utah

July 12, 2024

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Adams County Retirement Selects Core Bond Manager

July 11, 2024

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St. Louis Public School Commits $14M to Private Credit

July 11, 2024

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Manchester Contributory ERS Selects High Yield Manager

July 11, 2024

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LACERS Commits $110M to Private Equity Funds

July 11, 2024

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Robertson Stephens Expands Presence To Oregon

July 11, 2024

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LPL Financial Welcomes Integrity Financial Group

July 11, 2024

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Railpen Appoints New CEO

July 10, 2024

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Texas TRS Commits $330M to Alts

July 10, 2024

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Houston Firefighters Invest $30M to Private Credit

July 10, 2024

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Boston Retirement System Selects Private Credit Manager

July 10, 2024

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IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

July 10, 2024

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Wealth Enhancement Group Acquires Massachusetts Hybrid RIA

July 10, 2024

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Joshua Cummins Makes His Return To UBS

July 10, 2024

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San Joaquin County Retirement Commits $40M to Private Equity

July 09, 2024

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Arkansas TRS Invest $50M to Private Infrastructure

July 09, 2024

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Georgia Peace Officers’ Fund Selects SMID Cap Manager

July 09, 2024

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Wiltshire Pension Fund Hires Lombard Odier Strategy

July 09, 2024

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Coldstream Merges with Arnerich Massena

July 09, 2024

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Private Advisor Group Welcomes Delisanti Wealth Management

July 09, 2024

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LA Fire and Police Commits $225M to Alts

July 08, 2024

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Kern County Commits $80M to Private Equity, Private Credit

July 08, 2024

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Taunton Contributory Retirement Hires Two Mid Cap Managers

July 08, 2024

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Ohio Police Commits $175M to Real Estate, Private Credit

July 08, 2024

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JP Morgan FA Team Shifts to Rockefeller

July 08, 2024

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Father-Daughter Duo Goes Independent with LPL

July 08, 2024

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Indiana PRS Sticks with Verus and Aksia

July 03, 2024

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Illinois Police Pension Selects Deputy CIO

July 03, 2024

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Merced County ERS Commits $16M to Private Equity, Real Estate

July 03, 2024

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Advisor Duo Opens Kingsview Office in Rochester Hills

July 03, 2024

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BNY Mellon Appoints Global Head of BNY Investments and Wealth

July 03, 2024

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ACCESS Pool Hires Global Timber Managers

July 02, 2024

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New Mexico SIC Commits $250M to Private Credit

July 02, 2024

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Rhode Island Invests $30M to Private Equity

July 02, 2024

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Ohio School Commits $200M to Private Equity

July 02, 2024

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WEG Expands Presences In Texas

July 02, 2024

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Focus Financial Preparing To Merge Partner Firms

July 02, 2024

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EP Wealth Advisors Acquires Sloan Investment Management

July 01, 2024

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Father-Daughter Duo Launch The Zack Wealth Group

July 01, 2024

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New Mexico SIC Commits $600M to Real Estate, Private Credit

July 01, 2024

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Oklahoma Firefighters Allocates $20M to Schroders Capital

July 01, 2024

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Ventura County Commits $25M to Private Credit; Targeting $275M to Private Credit in 2024

July 01, 2024

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Chicago Park Commits $15M to Private Equity

June 28, 2024

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Charlotte Firefighters Retains Investment Consultant

June 28, 2024

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San Antonio Fire & Police Commits $50M to Real Estate, Private Credit; Preparing for Private Credit Search

June 28, 2024

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Alaska Retirement Preparing Private Debt Search; Retains Callan

June 28, 2024

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First Summit Capital Management Joins LPL Financial

June 28, 2024

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Four-Person FA Team Launches Fortis Wealth Advisors via NewEdge

June 28, 2024

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Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

June 28, 2024

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Texas Muni Discloses $445M to Alts

June 27, 2024

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Texas County Commits $120M to Private Equity

June 27, 2024

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Wisconsin Investment Board Makes 6 Commitments to Private Equity, Real Estate

June 27, 2024

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Indiana PRS Invest $180M to Private Equity, Private Credit; Hire International Equity Manager

June 27, 2024

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RayJay Welcomes Financial Advisor Kevin Mize

June 27, 2024

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Seven-Person FA Team Joins RayJay

June 27, 2024

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Virginia Retirement System Allocates $1.3B to Alts

June 26, 2024

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Illinois TRS Commits $570M to Alts

June 26, 2024

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Baltimore City Fire and Police Retirement Commits $20M to Real Estate

June 26, 2024

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Chicago Teachers' Commits $30M to Alts; Targeting $140M to Private Markets in 2024/25

June 26, 2024

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Scott Welch Joins Certuity as CIO

June 26, 2024

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UoM Investment Office $428M to Alts

June 25, 2024

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Louisiana DARS Selects Investment Consultant

June 25, 2024

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Pompano Beach Police and Firefighters Invest $10M in Private Credit

June 25, 2024

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South Carolina RS Commits $140M to Private Equity, Private Credit

June 25, 2024

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Danielle Qualls Joins Women-led Bergkamp Financial

June 25, 2024

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Advisor Michael Cruz Departs to Ameriprise Financial

June 25, 2024

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Washington State Investment Board Allocates $1.4B to Alts

June 24, 2024

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New Hampshire Approves $100M for Direct Lending Fund

June 24, 2024

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Nebraska Investment Council Issues Investment Consultant RFP

June 24, 2024

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Detroit General Retirement System Hires Global Equity Managers

June 24, 2024

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TA Wealth Partners Welcomes Former UBS Advisor

June 24, 2024

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Anthony Losh Joins Raymond James

June 24, 2024

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Colorado Fire & Police Commits $95M to Alts

June 21, 2024

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Kentucky TRS Allocates $120M in Private Equity and Real Estate

June 21, 2024

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PA SERS Commits $100M to Real Estate; Approves U.S. Equities Allocation Target

June 21, 2024

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HESTA Super Fund & Stafford Capital Launched Private Equity Co-Investment Strategy

June 21, 2024

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Allworth Financial Acquires $220M California RIA

June 21, 2024

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WEG Acquires $219M Florida RIA

June 21, 2024

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University of Kentucky Invests $15M to Private Equity

June 20, 2024

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Louisiana Firefighters Increases Target to Fixed Income

June 20, 2024

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Howard County Commits $15M to Real Estate

June 20, 2024

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NY Common Commits $108M to Alts

June 20, 2024

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NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

June 20, 2024

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Scott Hengerer Launches James River Private Wealth with LPL Financial

June 20, 2024

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RBC Welcomes Nine Person Advisor Team

June 20, 2024

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Arkansas PERS Invests $725M to Private Equity

June 18, 2024

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Chicago Teachers' Commits $40M to Alts

June 18, 2024

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Hialeah Firefighters Pension Fund Issues a SMID Cap Core Manager Search

June 18, 2024

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Financial Advisor Erin Hinzmann Joins Avantax Wealth Management

June 18, 2024

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NewEdge Advisors Recruits Michigan FA Team

June 18, 2024

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Russell Wealth Partners Launched via LPL Financial

June 17, 2024

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RayJay Adds Former Vegas RBC FA Team

June 17, 2024

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LACERA Commits €250M to Real Assets

June 17, 2024

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Sacramento County Commits $40M to Private Credit; Extending Alternatives Consultant

June 17, 2024

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Illinois Police Issues EM ex-China Equity Search

June 17, 2024

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Watertown Looking for High Yield Managers

June 14, 2024

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Norfolk Adds to Global Equity and Small Cap Managers

June 14, 2024

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New Castle County Commits $6M to Crayhill

June 14, 2024

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Alaska Retirement Commits $40M to Private Equity; Preparing Private Debt Search

June 14, 2024

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Equitable Welcomes Star City Private Wealth

June 14, 2024

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Advisor Duo Launches 1818 Wealth Management

June 14, 2024

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Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

June 14, 2024

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Manchester Contributory ERS Narrows High Yield Search

June 13, 2024

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Phoenix Employees’ Retirement System Hires Private Credit Manager

June 13, 2024

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Orange County ERS Allocates $160M to Alts

June 13, 2024

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Wyoming Investment Board Adds to Fixed Income, International Equities, Private Equity

June 13, 2024

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Devona Benavidez Joins RayJay via ZeroThreeSixty Wealth Partners

June 13, 2024

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Michael Dempsey Shifts to Raymond James

June 13, 2024

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Plymouth County Seeking Direct Lending Manager

June 12, 2024

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Ireland Strategic Investment Fund Commits €125M to Infrastructure

June 12, 2024

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CalPERS Commits $6.1B to Alts

June 12, 2024

Podcast

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

June 12, 2024

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Five Firms Have Joined The Colony Group

June 12, 2024

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Advisor Duo Launches Highway One Capital

June 12, 2024

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Lido Acquires Shore Morgan Young Wealth Strategies

June 11, 2024

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David Hilbig Launches Lifetime Legacy Wealth Solutions

June 11, 2024

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Louisiana TRS Commits $375M to Alts

June 11, 2024

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San Mateo Allocates $60M to Real Estate, Private Equity

June 11, 2024

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San Fran Commits $92M to Private Markets; Approves Allocation Changes

June 11, 2024

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Texas TRS Commits $379M to Infrastructure, Private Equity

June 11, 2024

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Jacksonville Police and Fire Commit $20M to Real Estate

June 10, 2024

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Metro Government of Nashville Allocates $75M to Alts

June 10, 2024

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Maryland National Capital Park Retirement Selects Investment Consultant

June 10, 2024

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Sarasota Firefighters Selects SMID-Cap Growth Manager

June 10, 2024

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Stifel Adds Portland Advisor Trio

June 10, 2024

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UBS Welcomes Former Morgan Stanley FA Team

June 10, 2024

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Former Ameriprise Advisors Launch Cousino Wealth Advisors

June 07, 2024

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Access Pool Appoints Aviva Investors to Property Mandate

June 07, 2024

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NYC Fire Pension Commits $204M to Private Equity in the Second Half of 2023

June 07, 2024

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Texas County Commits $54M to Private Equity

June 07, 2024

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NC Retirement System Commits $266M to Real Estate, Private Equity

June 07, 2024

Podcast

RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

June 07, 2024

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Stratos Wealth Welcomes Pistone Wealth Advisors

June 06, 2024

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Kestra Financial Lands Attain Wealth

June 06, 2024

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South Yorkshire Pension Commits $64M to Real Assets

June 06, 2024

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Philly Pension Board Commits $50M to Private Equity

June 06, 2024

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Mass Water Selects International Equity Manager

June 06, 2024

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Austin Police Selects Mid Cap Equity Managers

June 06, 2024

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CDPQ Appoints New Head of Infrastructure, Asia Pacific

June 05, 2024

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Lubbock Fire Pension Fund Swaps Fixed-Income Managers

June 05, 2024

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Houston Firefighters Commits $30M to Direct Lending Fund

June 05, 2024

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Michigan Investment Board Commits $650M to Alts

June 05, 2024

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Beacon Pointe Acquires Joslin Capital Advisors

June 05, 2024

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Former Merrill FA Team Launches Alteri Wealth

June 05, 2024

Podcast

Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

June 05, 2024

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Dallas-Fort Worth Airport Board Commits $20M to Private Equity, Private Credit

June 04, 2024

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Newport News Retirement Allocates $20M to Infrastructure Managers

June 04, 2024

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Illinois Municipal Approves $283M in Commitments

June 04, 2024

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Pennsylvania PSERS Commits $763M to Alts

June 04, 2024

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Corient Acquires RIA Led By Former NFL Players

June 04, 2024

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Allworth Acquires San Fran RIA

June 04, 2024

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Louisiana SERS Commits $100M to Private Equity

June 03, 2024

Podcast

Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments

May 31, 2024

Podcast

City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions

May 29, 2024

Podcast

CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch

May 22, 2024

Podcast

Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search

May 17, 2024

Podcast

Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments

May 15, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs

May 08, 2024

Podcast

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

May 03, 2024

Podcast

LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News

May 01, 2024

Podcast

LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches

April 26, 2024

Podcast

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

April 24, 2024

Podcast

University of Alabama Investment, LPL Continues to Grow

April 19, 2024

Podcast

WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch

April 17, 2024

Podcast

West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

April 12, 2024

Podcast

Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG

April 10, 2024

Podcast

CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment

April 05, 2024

Podcast

NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches

April 03, 2024

Podcast

Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update

March 27, 2024

Podcast

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

March 22, 2024

Podcast

Anne Arundel County Co-Invest, Spokane RIA Move & Dakota Talent Intro

March 20, 2024

Podcast

Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate

March 15, 2024

Podcast

Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts

March 13, 2024

Podcast

US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve

March 06, 2024

Podcast

Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter

March 01, 2024

Podcast

Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals

February 28, 2024

Podcast

Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches

February 23, 2024

Podcast

Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves

February 16, 2024

Podcast

Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves

February 14, 2024

Podcast

Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves

February 09, 2024

Podcast

Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource

February 07, 2024

Podcast

Job Changes in Consulting, Blue Spring’s Acquisition, Oregon Invests $850M

February 02, 2024

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Bryn Mawr, PA 19010
Tel: (610) 642-1481

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