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Registered investment advisor Evergreen Gavekal has partnered with Allocate, a private markets operating system for wealth advisory firms and fund managers, to provide investment vehicles.  Through the partnership, Allocate will provide private market solutions to expand client access to Evergreen’s technology and operational infrastructure.   Additionally, Allocate has been tapped as a partner to solve operational

Kestra Financial has added a Texas-based wealth management firm, which manages over $550 million in total client assets.  Richardson, TX-based Ecclesiastes Wealth Partners, founded by Shannon Harris, provides financial planning, investment management, and wealth management services.  Ecclesiastes Wealth Partners also includes partners Sarah Walsh, Justin Snowden and Amy Bonzon, and includes five other support team

Carson Group has added an Ohio-based financial advisor duo from Commonwealth Financial Network, where they oversaw $120 million in assets under management.  Wealth advisors Nikki Lude and Ciara Stewart have joined Carson’s independent advisor channel to launch Heritage Financial & Investment Services.   Heritage Financial & Investment Services provides wealth management services to high-net-worth clients, including

The Illinois Police Officers’ Pension Investment Fund is moving toward a final manager selection for a $450 million non-core real estate mandate, with TA Realty and 1 Seed Capital presenting as finalists to the board Tuesday. The $16.5 billion Peoria-based pension fund is working with consultant Albourne on the search and expects to make a