Fundraising News

Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

March 26, 2024

Merrill Sibling Trio Departs to Launch New Practice with LPL

LPL has welcomed a sibling trio team from Merrill Lynch. Through the transition the advisors have launched new independent practice, Grafton Wealth Advisors, formerly known as Grafton Wealth...

March 26, 2024

PA PSERS Hires Fixed Income Managers

The Pennsylvania Public School Employees’ Retirement System has approved the hiring of two core fixed income managers, J.P. Morgan Asset Management and Garcia Hamilton & Associates. Both investment...

March 25, 2024

Tampa General Boosts Target to Fixed Income

At the January 16th Retirement Board meeting, the City of Tampa General Employees Retirement approved of changes to the Plan’s target allocation mix. The following allocation updates were approved:...

March 25, 2024

Chicago Municipal Hires Lazard for Emerging Market Equities

The Municipal Employees Annuity & Benefit Fund of Chicago has hired Lazard Asset Management for their Emerging Markets Equity Search, according to minutes from the January 18th Board meeting. The...

March 25, 2024

Rockefeller Adds Former JPMorgan FAs

Rockefeller Capital Management has welcomed a group of advisors previously with J.P. Morgan Securities, originally from First Republic. The crew, known as Pollock Salah Wealth Partners, manages...

March 25, 2024

Louisiana Police Retirement Invests $7M in Growth Equity

The Louisiana State Police Retirement System has approved a $7 million commitment to growth equity. The $7 million was allocated to the growth equity manager Edison Partners. According to meeting...

March 25, 2024

Tennessee Valley Retirement Adjusts Fixed Income Targets, Adds Loomis Sayles

The Tennessee Valley Authority Retirement System has made adjustments to their fixed income allocation, according to meeting minutes. Under the new allocation policy, Long Duration Fixed Income has...

March 25, 2024

Father-Daughter Duo Joins Osaic

Marvin Rauchbach and his daughter, Leigh Ritchey, have transitioned from Valic Financial Advisors to join Osaic. Operating as Kings Mill Wealth Advisors, they are now based in Chapel Hill, North...

March 22, 2024

$160M Family FA Duo Departs From Carson Wealth

Journey Strategic Wealth has acquired a father-daughter duo of financial advisors, Kerry Meath-Sinkin and Robert Meath, from Carson Wealth. The newly joined Meath Wealth Advisors will be establishing...

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