April 24, 2024 |

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

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About The Episode

In this episode, Pat and Konch discuss recent key job and role changes across the financial landscape, highlighting moves to TSG Wealth Management, Gries Financial Partners, and others. They also delve into significant mergers and acquisitions in the RIA/FA sector, featuring Steward Partners’ strategic expansion and Stifel Financial’s acquisition of a top advisory team. The discussion then transitions to institutional coverage, exploring new fund launches and investment decisions by prominent pension funds like the Louisiana State Police Retirement System and the Virginia Retirement System. Stay tuned for a comprehensive look at how these moves are shaping the financial services industry.