Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity

In this episode of the Dakota Fundraising News Podcast, Konch covers job changes including Antonella Carranco joining Cortes Capital, David Wilson moving to JANA, and Etienne Dion joining iA Global AM. On the RIA side, LPL is acquiring First Horizon Advisors’ $16B platform, Cerity Partners picked up Raleigh-based Cook Wealth, and Raymond James recruited an $828M RBC team. Institutionally, Franklin and Falmouth retirement systems are running searches, while Virginia, Rhode Island, and Baltimore ERS made new commitments across real estate, private equity, and credit. On the fundraising front, Andros Capital closed a $1B energy fund and Trive Capital Fund V raised $2.7B, with backing from LAFPP and Florida SBA.Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.