February 07, 2024 |

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

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About The Episode

In the second episode of the Dakota Fundraising News Podcast, Pat and Konch provide an update on the Mariner acquisition of AndCo and Fourth Street Performance Partners, a deal setting new precedents in the consulting world. The episode also explores an array of impactful job transitions, including high-profile moves within Pitcairn, Seven Valleys, and NEPC, alongside a brief update on Citi group’s major workforce reduction. In the realm of RIA/FA M&A, the spotlight shines on OneDigital’s acquisition of WealthSource Partners and the aggressive expansion strategies of Rockefeller and UBS. Institutional coverage closes the episode as Mass PRIM’s ambitious investment goals are unveiled, alongside updates on private debt strategies and fixed income searches. Don’t miss insights on recent private equity investments and emerging manager moves, culminating with the latest fund launches and Dakota Cocktail events. Tune in to navigate the intricate dynamics of institutional consulting, investment strategies, and the evolving landscape of fundraising news.