October 23, 2024 | 11 min 20 sec
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In this episode of the Dakota Fundraising News Podcast, we dive into some exciting developments in the financial world. First, we cover notable job changes, including key hires at Realta Wealth and leadership transitions at Mercer Global and Patria Investments. Next, we explore major RIA/FA mergers and acquisitions, such as Raymond James’ recruitment of a $479M advisory team from Merrill Lynch and Citizens Private Wealth’s addition of a $600M team from Fifth Third Private Bank. Finally, we shift to institutional coverage, where we discuss new fund launches, significant RFPs, and commitments from major pension systems and university endowments, including a $737M investment by the Virginia Retirement System.
Tune in for all the latest updates!
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