skinny.

Latest / Dakota Rainmaker Podcast

Fundraising News: Secular September

We cover job changes across the wealth management, insurance, and institutional investment space, including moves at Deutsche Bank AG, Avantis Investors, and Chubb National Insurance Company. On the RIA/M&A front, we highlight an advisor trio's move from Wells Fargo Advisors Financial Network to launch independent RIA Pelorus Capital Management, plus a new independent RIA launch in Bethesda, MD. We also share updates on commitments from the New York State Common Retirement Fund, the Oregon Public Employees Retirement Fund, and the Rhode Island State Pension. On the search front, we highlight…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.