In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including LPL Financial's appointment of Rich Steinmeier as CEO. In the RIA/FA M&A segment, we discuss Greenwood Gearhart’s merger with Boston Mountain and Raymond James' acquisition of a $1B New York-based team from Merrill Lynch. Institutional coverage highlights recent commitments from the State of Wisconsin Investment Board and Oregon PERS, as well as upcoming searches in Norfolk County and Medford Contributory. Plus, we provide updates on new fund launches, including WhiteHawk Capital Partners’ oversubscribed $1.1B Fund IV.
Tune in for the latest insights across institutional and private wealth channels!
