April 10, 2024 |

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

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About The Episode

Join Pat and Konch for a snapshot of the fundraising world: Myles Clements’ move to Mariner Wealth Advisors, Aaron Birman’s new role at Callan, and Wealth Enhancement Group’s strategic hires. Discover mergers like Cerity Partners with Agility, Sequoia Financial’s acquisition of AltruVista, and Creative Planning’s expansion through ML&R Wealth Management. Dive into institutional investments with insights on the Illinois Municipal Retirement Fund, Teachers Retirement System of Texas’s new commitments, and more. This episode is your quick guide to the significant people, mergers, and investments shaping wealth management and institutional investing today.