April 03, 2024
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...
April 02, 2024
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....
April 02, 2024
The District of Columbia Retirement Board has disclosed four alternative investments totaling $425 million, according to minutes from the March 21st Board meeting. In private equity, $100 million was...
April 02, 2024
Meeting highlights from the School Employees’ Retirement System of Ohio (OHSERS) March board meeting disclosed the approval of a $10 million commitment to Monomoy IV Waupaca Foundry (Project Titan)....
April 02, 2024
The State University Retirement System of Illinois approved a commitment of €50 million to real estate, according to a recent press release. €50 million (approximately $54 million) was invested in...
April 02, 2024
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...
April 01, 2024
Discussed at the March 25 board meeting, Ventura County Employees’ Retirement Association unanimously approved the 2024 Private Equity Commitment Pacing Plan. The Plan includes a commitment target of...
April 01, 2024
The Oklahoma Municipal Retirement Fund approved a $15 million commitment to the Berkshire Partners XI. Berkshire Partners focuses on multiple sectors including consumer, healthcare, services &...
