EPISODE · Jul 31, 2026 · 10 MIN
Fundraising News: July Powder
from All Things Fundraising · host Dakota Team
We cover new RIA launches as well as RIA M&A activity, including OneDigital's acquisition of Rosenthal Wealth Management Group and LPL's full acquisition of Good Life Advisors, plus Moors & Cabot's addition of the Coker & Palmer team. We also share updates on commitments from the Los Angeles City Employees' Retirement System, the Delaware Public Employees' Retirement System, and the San Diego County Employees Retirement Association. On the search front, we highlight activity from the Los Angeles City Employees' Retirement System, the Dallas Police & Fire Pension System, and the Medford Contributory Retirement System. We also cover fundraising from Hines, Ant International, and Augustus — plus a reminder to register for our next Dakota Cocktails event.
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What this episode covers
We cover new RIA launches as well as RIA M&A activity, including OneDigital's acquisition of Rosenthal Wealth Management Group and LPL's full acquisition of Good Life Advisors, plus Moors & Cabot's addition of the Coker & Palmer team. We also share updates on commitments from the Los Angeles City Employees' Retirement System, the Delaware Public Employees' Retirement System, and the San Diego County Employees Retirement Association. On the search front, we highlight activity from ...
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Fundraising News: July Powder
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