March 08, 2024
LPL Financial has acquired advisors Brice Lowe and Bradley Moser from Stifel Financial, who managed approximately $150 million in assets. The duo will operate under the name Aero Capital and align...
March 08, 2024
The Los Angeles Police and Fire Pension System is considering adding a new active core fixed income manager. Staff and consultant, RVK, reviewed the Fixed Income structure at the March 7 meeting....
March 08, 2024
Osaic has attracted a four-member advisory team from LPL Financial, which previously managed $240 million in assets. Through the transition, Carolina-based Sturkie Wealth Management has been...
March 07, 2024
The Chicago Teachers’ Pension Fund is planning to issue an RFP for one to two new MWDBE private equity managers, according to February 27th investment meeting materials. After review of the 2024...
March 07, 2024
The San Mateo County Employees’ Retirement Association approved two commitments totaling $73 million to private markets. In private credit, $45 million was committed to Comvest Credit Partners VII...
March 07, 2024
The Seattle Employees’ Retirement System approved two commitments to venture capital and infrastructure funds according to minutes from their January 25, 2024 Investment Committee meeting. $30...
March 07, 2024
The New York State Common Retirement Fund has approved five commitments to real assets, private equity, and venture capital, totalling $770 million according to meeting materials from their December...
March 07, 2024
A group of advisors, including Jake Bryant, have left Ameriprise Financial Services to start their own independent firm, Adapt Wealth Advisors. The new firm aims to serve high net worth individuals,...
