April 19, 2024 |

University of Alabama Investment, LPL Continues to Grow

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About The Episode

Join Pat and Konch as they delve into recent pivotal job changes and mergers and acquisitions shaping the landscape of institutional and private wealth management. The episode kicks off with important executive movements, including the CIO of Radnor Capital and Matt Dmytryszyn’s appointment at Miracle Mile Advisors. The discussion then shifts to significant mergers, highlighting LPL Financial’s addition of a top-tier advisory team and Apella Capital’s strategic acquisition of ClearLogic Financial.

Wrapping up, the hosts explore institutional investment strategies and new fund launches, including notable commitments by the University of Alabama System Endowment and innovative fund strategies by Taconic. This episode offers an in-depth look at the dynamic shifts within the financial services industry.