EPISODE · Apr 1, 2026 · 9 MIN
Fundraising News: Springing Forward
from Dakota Research Podcast · host Dakota Team
We cover new RIA launches like Maridea Wealth Management and Soulence Wealth Management as well as RIA acquisitions by Creative Planning. We also share updates on commitments from North Dakota State Investment Board (SIB) and City of Phoenix Employees' Retirement System. On the search front, we highlight selections from The Firefighters’ Retirement System of Louisiana, The Chicago Teachers’ Pension Fund, and The Arkansas Public Employees Retirement System (APERS). We also cover fundraising from Conduit Health, Nadia Care, and Orion Resource Partners — plus a reminder to register for our next Dakota Cocktails event.
What this episode covers
We cover new RIA launches like Maridea Wealth Management and Soulence Wealth Management as well as RIA acquisitions by Creative Planning. We also share updates on commitments from North Dakota State Investment Board (SIB) and City of Phoenix Employees' Retirement System. On the search front, we highlight selections from The Firefighters’ Retirement System of Louisiana, The Chicago Teachers’ Pension Fund, and The Arkansas Public Employees Retirement System (APERS). We also cover fundraising fr...
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Fundraising News: Springing Forward
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