September 11, 2024 |

Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments

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About The Episode

In this episode of the Dakota Fundraising News Podcast Konch and Matt discuss the latest job changes, including Diederik Hooijkaas joining BNY Mellon and Chris Cawson's move to Hostplus in Australia. The RIA/FA M&A segment highlights Todd Newman's return to Morgan Stanley and Cetera Wealth Partners' acquisition of Innovative Premier Financial Services. We also dive into institutional coverage with updates on searches and investments from plans like the Teacher Retirement System of Texas and Indiana Public Retirement System. Tune in for the latest institutional and wealth management updates!

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