March 18, 2024
Sheila Ryan has been promoted to the role of president of Colony Wealth Management, one of Focus Financial Partners' largest affiliates, The Colony Group. In her new position, Ryan will oversee the...
March 15, 2024
LGPS Central Ltd. has invested £200 million in M&G Real Estate Debt Funds, according to a press release by M&G. This news comes with the announcement of M&G’s first close of its latest vintage of...
March 15, 2024
The California State Teachers’ Retirement System is looking to extend its contract with their general consultant, Meketa, through June 2025. This would represent the second extension of the with...
March 15, 2024
According to meeting materials from the March 7th meeting, the South Carolina Retirement System has approved five investments to private equity and private credit, totaling $250 million. $40 million...
March 15, 2024
According to the December 2023 meeting minutes, the Employees Retirement System of Milwaukee County has finalized the hiring of a new fixed income manager, Income Research & Management. IR+M was...
March 15, 2024
A significant family advisor team from UBS has transitioned to Baird's Private Wealth Management unit, overseeing around $680 million in client assets. This team is part of The Palm Financial Group,...
March 15, 2024
LPL Financial has added seven advisors from Osaic, bringing with them a total of $700 million in assets. The advisors, including Michael Matheson, Susan Anderson, Marie Henrichs, Amy Holewa, Jeff...
March 15, 2024
Merit Financial Advisors has acquired Viren and Associates, based in Spokane, Washington. The firm oversees approximately $542 million in assets. Viren and Associates was founded by Paul Viren and...
