Fundraising News: Open Enrollment

About The Episode

We cover a move in retirement plan consulting, where Miki Sakata joins Alliant Retirement Consulting as Senior Vice President, Retirement Plan Consultant after more than three years at WTW. On the RIA/M&A front, we highlight Sequoia Financial Group acquiring family office Quish, Hightower’s M&A and strategic partnerships executive Jason Badesha departing for Lido Advisors, and C2C Private Wealth registering as a new RIA in Miami. We also share updates on commitments from the School Employees Retirement System of Ohio, the Houston Firefighters’ Relief and Retirement Fund, and the Baltimore City Fire and Police Retirement System. On the search front, we highlight activity from the San Antonio Fire & Police Pension Fund and Korea Post Insurance. We also cover fundraising from Eureka! Venture SGR and Medicare navigation platform Chapter’s acquisition of AI startup Ridgeway, plus a reminder to register for our upcoming Dakota Cocktails events in Minneapolis and Toronto.

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Fundraising News: Open Enrollment

About The Episode

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