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

About The Episode

In this episode, Pat and Konch guide listeners through notable job changes and strategic shifts within both the institutional and private wealth sectors. Hear about Keith Dickerson’s move to City of Milwaukee Pension, Danny Henneghan’s new role at Citizens Bank, and Adri Chaikin’s transition to Robert Wood Johnson Barnabas Health Foundation. The discussion also covers recent acquisitions in the RIA/FA space, including LPL Financial’s addition of Strategic Wealth Partners and Raymond James’s recruitment of Sloane Fox. Furthermore, delve into the institutional segment where investments, consultant searches, and new fund launches like Carmel Partners Fund IX are shaping the future of pension funds and other large-scale investment entities. Tune in for a comprehensive analysis of these pivotal industry developments.

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