February 15, 2024
Morgan Stanley has recruited a veteran team of financial advisors from UBS, consisting of Jonathan Torop and Gregory Lang, based in Midtown Manhattan. The duo was responsible for managing...
February 15, 2024
Cetera Financial Group has expanded its network by welcoming Regal Wealth Advisors to Summit Financial Networks, a division of Cetera Advisor Networks LLC. Regal Wealth, known for its extensive...
February 14, 2024
Stifel has added Chehalis, WA-based Columbia Crest Financial Advisors, which manages approximately $335 million in assets. They were previously part of Wells Fargo and led by Richard Reith and Laura...
February 14, 2024
Perigon Wealth Management has acquired Prudeo Partners, a registered investment advisor firm. Prudeo Partners was formerly known as Asset Management & Financial Planning. The firm, based in West...
June 16, 2023
The State of Wisconsin Investment Board (SWIB) has disclosed alternative investments totaling up to approximately $1 billion in Q1, according to meeting materials from the June 13 board meeting. In...
May 31, 2023
The Montana Board of Investments has disclosed five new commitments totaling $260 million. $50 million was allocated to real assets fund, Kimmeridge Fund VI, managed by Kimmeridge. In private credit,...
May 31, 2023
The City of Tampa General Employees Retirement has committed $20 million to two funds managed by TrueBridge Capital Partners, according to the May 16 board meeting. $10 million was allocated to the...
May 25, 2023
The Los Angeles City Employees’ Retirement System has committed up to $175 million to five private equity funds, according to the May 23 board meeting. Up to $50 million was committed to two venture...