Announcements

Industry News
Investment Consultant Absorbs Two RIAs

An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.

01.08.25
Venture Capital
Nonprofits Commit To VC Firm’s First Fund

At least three nonprofit organizations have committed to a venture capital manager’s inaugural fund, which recently closed with more than $60 million in commitments.

01.08.25
People Moves
Growth-Oriented Equity Manager Appoints Two MDs

The firm has promoted two team members as managing directors on its healthcare and investor relations teams.

01.08.25
People Moves
Consultant Names New CEO, Hires RIA-Focused Senior MD

The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.

01.08.25
People Moves
Southern College Seeks CFO

The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.

01.08.25
People Moves
Midwest Foundation Hires New CFO

The new cfo and v.p. of administration will lead, manage and oversee the foundation’s operational and administrative areas.

12.18.24
Private Equity
Alternative Manager Closes Inaugural Fund Above Target

The firm’s oversubscribed inaugural fund will focus on making structured minority investments in well-positioned wealth management firms throughout the U.S.

12.18.24
Multi-Asset/Investment Advisor
Canadian Foundation Searching For Investment Services

The foundation is conducting the RFP process to fulfill its fiduciary duty.

12.18.24
ESG
Church Fund Launches New Fossil Fuel-Free Funds Series

The fund has partnered with two managers to launch a duo of funds that bar investments in fossil fuel companies or conflict-affected areas.

12.12.24
Industry News
SageView Expands East Coast Presence W/ Acquisition Of Independent RIA

The acquisition expands SageView’s presence on the East Coast by acquiring a mid-Atlantic based independent registered investment advisor that provides retirement plan consulting services to over 90 institutions and has more than $400 million in assets under advisement.

12.12.24