Daily Feed

Industry News
Wealthspire’s Fiducient Advisors Acquires Axia Advisory

The acquisition further expands Wealthspire’s institutional business.

04.07.26
People Moves
Meeder Appoints Distribution, Advisor Consulting Head

Robert Behan will focus on expanding the firm’s advisor consulting business.

04.07.26
Multi-Asset/Investment Advisor
West Coast City Searching For Investment Mgmt., Advisory Services

The city expects to award a contract at its June 3 city council meeting.

04.06.26
Credit/Private Debt
Southern Teachers Pension Concludes Private Credit Search

The retirement system also approved two private equity commitments today.

04.06.26
People Moves
IPERS Places CEO, Chief Benefits Officer On Leave

The staff members are on leave “pending the completion of separate investigations concerning allegations of misconduct.”

04.06.26
Multi-Asset/Investment Advisor
Texas City Launches Investment Advisor RFP

The city is seeking non-discretionary portfolio management services for its $1 billion investment portfolio.

04.06.26
People Moves
Pretium Adds MD To Institutional Capital Raising

Pretium has added Graham Dorland as managing director of business development.

04.06.26
Industry News
L Squared Closes Fifth Fund At Hard Cap

Fund V brings total assets under management to approximately $5.3 billion in total commitments.

04.06.26
People Moves
MissionSquare Taps New Chief Marketing Officer

The new hire will oversee MissionSquare’s marketing function, including brand, channel, digital and sponsorship marketing.

04.06.26
Consultant/OCIO/Discretionary
Northeast Transportation Plans Seeking Investment Advisor

The authority is seeking pension fund investment advisory and trustee services for its two plans.

04.06.26