EPISODE · Nov 12, 2025 · 13 MIN
Fundraising News Podcast: Capital Markets
from Dakota Research Podcast · host Dakota Team
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisition of Calista Direct Investors. Hear updates on investments coming from The Public Employee Retirement System (PERS) of Idaho, The Seattle City Employees’ Retirement System (SCERS), and The Fresno County Employees Retirement Association. We also share the latest fundraising efforts from Lowercarbon Capital, Section Partners, and Cardone Ventures — plus a reminder to register for our next Dakota Cocktails event.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.
What this episode covers
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisition of Calista Direct Investors. Hear updates on investments coming from The Public Employee Retirement System (PERS) of Idaho, The Seattle City Employees’ Retirement System (SCERS), and The Fresno County Employees Retirement Association. We also share t...
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Fundraising News Podcast: Capital Markets
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