Fundraising News Podcast: Money on a Mission episode artwork

EPISODE · Nov 5, 2025 · 15 MIN

Fundraising News Podcast: Money on a Mission

from All Things Fundraising · host Dakota Team

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platform, and Cetera’s new leadership hires within its RIA Blueprint team. Hear updates on investments coming from The Texas County & District Retirement System (CDRS), The North Carolina Retirement Systems, and New Mexico State Investment Council. Hear updates on searches from Swedish Fund Selection Agency (Fondtorgsnämnden) and Oklahoma Police Pension & Retirement System. We also share the latest fundraising efforts from Montagu, Arlington Capital Partners, and Hollyport Capital — plus a reminder to register for our next Dakota Cocktails event.Tired of chasing outdated leads?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.

Episode metadata supplied by the publisher feed · Published Nov 5, 2025

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In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platform, and Cetera’s new leadership hires within its RIA Blueprint team. Hear updates on investments coming from The Texas County & District Retirement System (CDRS), The North Carolina Retirement Systems, and New Mexico State Investment Council. Hear ...

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Fundraising News Podcast: Money on a Mission

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