Dakota Fundraising News: October 9th, 2024

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, and San Diego County. Tune in for the latest trends in institutional and private wealth channels!