Consultant/OCIO/Discretionary
West Coast 457 Plan Seeking Advisor

The organization is seeking a firm to evaluate and provide advisory services for its deferred compensation plans.

11.04.26
Multi-Asset/Investment Advisor
West Coast City Posts Investment Services RFPs

The city posted two RFPs for cash investment advisory services and Section 115 Trust administration and investment management services.

11.03.26
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city opted to retain its incumbent investment advisor to provide services for its managed investment portfolio currently valued at $430 million.

11.02.26
Industry News
TD Unifies Asset Management Businesses

Epoch Investment Partners will also change its name as part of the unification.

11.02.26
Multi-Asset/Investment Advisor
Western City Issues Investment Advisor RFP

The city is seeking a firm to actively manage a portfolio of up to approximately $100 million.

10.30.26
Administrator - Bundled
Northeast 457 Plan Seeking Bundled Provider

The township is searching for administration, record keeping, investment, participant education, financial guidance and related services.

10.30.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is seeking investment advisory services for its approximately $90 million investment portfolio.

10.30.26
Industry News
BPEA Rebrands As Brooke Private Equity

The name reflects the legacy of its co-founder, who also founded two firms that helped shape the private equity industry.

10.28.26
Multi-Asset/Investment Advisor
Southeast Fund Seeking Investment Mgmt., Consulting Services

The fund’s $45 million in assets are currently invested in a balanced portfolio.

10.27.26
Industry News
RCG Ventures Closes Fund VIII

The fund will focus on value-add investments in shopping centers anchored by national retailers in high-growth markets.

10.27.26