Industry News
LPL Financial Acquiring Commonwealth Financial Network

The deal will add approximately 2,900 advisors and roughly $285 billion in brokerage and advisory assets to LPL’s platform.

03.31.25
International / Global / Emerging Markets
Louisiana Pension Beings Int’l Equity Search

The plan is looking for non-emerging, emerging and emerging managers-of-managers.

03.28.25
People Moves
CalPERS Deputy CIO Leaving For General Atlantic

Dan Bienvenue has been with the plan for 21 years and served as interim cio on two occasions during his tenure.

03.25.25
Conference Coverage
Allocation Dynamics Must Be Clearly Articulated To Stakeholders

Endowment boards need to have expectations as to how asset allocation and positioning is going to impact short-term results, an interim CIO at a university said, during a conference held in Miami this week.

03.20.25
Conference Coverage
Retired CIO Says Private Markets Managers Will Turn To Wealth Space For Growth

The CIO said the comments to an audience of financial advisors at a conference held in Miami this week.

03.20.25
Private Equity
Florida Pension Plan Makes Private Equity Commitment

The plan made a $10 million commitment to the next fund offering of an existing manager.

03.14.25
Real Estate
South Florida Pension Makes Real Estate Changes

The retirement trust opted to hire two core real estate managers and redeem from two other real estate funds at its February meeting.

03.13.25
Fixed-Income
Florida OPEB Seeking Core Bond Manager

The plan is conducting the search to see what other options are available in the market.

03.06.25
Credit/Private Debt
Illinois Pension Seeking Multi-Sector Credit Strategies

The plan could allocate up to $500 million to U.S. or global long-only strategies.

02.19.25
Industry News
Hunter Capital Management Acquiring QSV Equity Investors

The combined firm will have approximately $750 million in assets under management across five equity strategies.

01.27.25