--- title: Dakota Funds | John Washington, Data Research Analyst description: Dakota Funds Blog --- [![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com) - [ About ](https://dakotafunds.com/about-us) - [ Team ](https://dakotafunds.com/team-update) - [ Partners ](https://dakotafunds.com/clients) - [ Contact ](https://dakotafunds.com/contact-us-update) [![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com) ** - [ About ](https://dakotafunds.com/about-us) - [ Team ](https://dakotafunds.com/team-update) - [ Partners ](https://dakotafunds.com/clients) - [ Contact ](https://dakotafunds.com/contact-us-update) # Fundraising News ### Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more. April 04, 2024 #### EP Wealth Acquires Wacker Wealth Partners EP Wealth Advisors has acquired Wacker Wealth Partners, adding 22 team members and approximately $1.2 billion in managed assets. This acquisition enables EP to establish a presence in Central... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/ep-wealth-acquires-wacker-wealth-partners) April 03, 2024 #### $700M Merrill FAs Depart to Sanctuary Joseph John "JJ" Marus and Lauren Norris, former advisors at Merrill Lynch managing $700 million in assets, have left the wirehouse to establish their own firm, Vincita Investment Partners, via... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/700m-merrill-fas-depart-to-sanctuary) April 03, 2024 #### Wells Fargo FAs Join LPL To Launch New Firm A trio of Wells Fargo advisors, Erick Simonds, Eugene Sninski II, and Lisa Sninski, have joined LPL Financial, bringing with them $250 million in managed assets. The team is set to operate under the... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/wells-fargo-fas-join-lpl-to-launch-new-firm) April 02, 2024 #### RBC Advisor Teams Flees to RayJay Raymond James has added a team of financial advisors from RBC Wealth Management, who managed over $1.1 billion in assets. Through the shift, the advisors formed the Pahnke Wealth Management Group.... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/rbc-advisor-teams-flees-to-rayjay) April 02, 2024 #### Stratos Acquires RBC FA Team Stratos Wealth Advisors has expanded its team by acquiring a six-person group of financial advisors from RBC Wealth Management based in Reno, Nevada. This newly formed team will operate as Reno Tahoe... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/stratos-acquires-rbc-fa-team) April 01, 2024 #### Michigan Father-Son Duo joins UBS UBS has extended its arms to The Bucher Group in Birmingham, Michigan. The new addition consists of the father-son advisor duo Matthew J. Bucher and Matthew M. Bucher, along with Client Service... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/michigan-father-son-duo-joins-ubs) April 01, 2024 #### RayJay Lures Former Wells Fargo FA Raymond James has recruited financial advisor Joseph Martinez from Wells Fargo. Martinez joins the Raymond James Financial Institutions Division through Pinnacle Asset Management. Alongside... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/rayjay-lures-former-wells-fargo-fa) March 28, 2024 #### $250M FA Duo Joins Avantax Nicholas and Heidi Irwin, a married couple and financial advisors based in Lockhart, Texas, have transitioned to Avantax. They will join the Alliance Wealth Strategies firm, an Avantax affiliate,... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/250m-fa-duo-joins-avantax) March 28, 2024 #### UBS FAs Form $1.3B Connecticut Team UBS has rounded up a group of current advisors to form the Stone Harbor Group, based in Hartford, Connecticut. The team manages approximately $1.3 billion and consists of Richard Cyphers, Gerald... [ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/ubs-fas-form-1.3b-connecticut-team) [ Prev ](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/0) [1](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/1) [2](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/2) [3](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/3) [4](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/4) [5](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/5) [ Next ](https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst/page/2) ![footerLogo](https://dakotafunds.com/hubfs/footerLogo.svg)