Welcome to the Dakota Learning Center

The latest resources, trends, and insights to help make fundraising simpler.

Welcome to the Dakota Learning Center

The latest resources, trends, and insights to help make fundraising simpler.

gui__writing
Dakota Icons Final Full Libary Working File-Blue Gradient_Approval to Send

Get the latest news, tips and insights from experts delivered straight to you!

Search

Filter by Topic Type















Filter by Content Type










blog

May 2023 Public Plan Commitment Summary

blog

May 2023 Public Plan Commitment Summary

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to 74.8% according to Milliman. The biggest observation has been less volatility across fixed income...

Podcasts

Digital Assets Investing with Joe Marenda of Cambridge Associates

Podcasts

Digital Assets Investing with Joe Marenda of Cambridge Associates

Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.

blog

Q1 2023 ETF Recap

blog

Q1 2023 ETF Recap

For the first time in over year the capital markets treated allocators well in both fixed income and equities, despite the banking specific volatility which the Fed and Treasury acted swiftly to...

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy.

eBook

May 2023 Public Pension eBook

eBook

May 2023 Public Pension eBook

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has...

blog

The Characteristics of an Elite Salesperson

blog

The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment salesperson, you probably already know how challenging it can be. You might be wondering if you have what...

blog

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

blog

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190 M AUM has moved to LPL ( dually registered platform). Departed Cetera. ...

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market...

blog

April 2023 Financial Advisor and RIA Moves and Acquisitions

blog

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a deciding factor for FA’s as evaluated what firms they wanted to partner with. In the wires Morgan Stanley...

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC. 

blog

Public Plan Commitments Summary for April 2023

blog

Public Plan Commitments Summary for April 2023

April public pension plan commitment summary points: Noise around regional and local banks continued to be in the headlines as another notable bank was placed into receivership and swiftly absorbed....

blog

13F Equity Sub-Asset Class Trends Q4 2022

blog

13F Equity Sub-Asset Class Trends Q4 2022

Last update we took a very high-level look at the asset class level filings and dollar flows into ETFs during Q4. Despite 2022’s volatility, equities maintained the majority share of ETF asset...

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of...

blog

The Top RIAs in the Top 5 Metro Areas for 2023

blog

The Top RIAs in the Top 5 Metro Areas for 2023

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of over...

blog

The Top 15 Largest Hedge Fund of Funds

blog

The Top 15 Largest Hedge Fund of Funds

With over 432 hedge funds launched in 2022 alone, the universe of hedge funds continues to be very large bucket for allocator to wade through and pick the right style and manager. As fund of funds...

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.

eBook

April 2023 Public Pension eBook

eBook

April 2023 Public Pension eBook

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor.

blog

The Top 13F Equity Holders by Sub-Asset Class

blog

The Top 13F Equity Holders by Sub-Asset Class

With allocators taking advantage of tax loss selling in equities, and positioning their portfolios going into the end of Q4 2022 the main trend we observed in Marketplace via the 13F filings among...

blog

March 2023 Financial Advisor and RIA Moves and Acquisitions

blog

March 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to reexamine the firms they custody and clear with in addition to re-examining their plans. During the...

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he...

eBook

Q1 2023 Alternatives Public Pension Summary

eBook

Q1 2023 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA).

blog

3 Ways to Make the Most of Your Dakota Marketplace Free Trial

blog

3 Ways to Make the Most of Your Dakota Marketplace Free Trial

As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but another thing entirely to have the time to explore it properly before your trial ends.  However,...

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.

blog

Dakota Marketplace: Your Cost-Benefit Breakdown

blog

Dakota Marketplace: Your Cost-Benefit Breakdown

Institutional databases come in a variety of functionalities and channel specialties, and, of course, a variety of costs. It can be overwhelming to decide how much you should spend, and harder to...

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned...

eBook

March 2023 Public Pension eBook

eBook

March 2023 Public Pension eBook

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

How to Change Data Providers: 5 Things You Can Do for Success

blog

How to Change Data Providers: 5 Things You Can Do for Success

If you’ve ever gone through the process of bringing a new software or data platform onboard at your firm, you already know what a time-consuming process it can be. This is especially true if you...

blog

Q4 2022 13F High-Level Asset Class Update

blog

Q4 2022 13F High-Level Asset Class Update

Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur among allocators via MarketPlace during 2022. Capping off the asset class flows we observed for Q4...

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on...

blog

Second Half of February RIA and Financial Advisor Moves and Acquisitions

blog

Second Half of February RIA and Financial Advisor Moves and Acquisitions

Wrapping up February the wire house channel became more active as recruiting picked up.   On a specific firm level, many of the same trends that existed during 2022 continued this month mainly:...

blog

February 2023 Public Pension Plan Commitment Summary

blog

February 2023 Public Pension Plan Commitment Summary

February public pension plan commitment summary: February brought back volatility in both equity and fixed income markets as inflation and the Fed took center stage again.  Alternatives, as a result...

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors, where the firm serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment...

eBook

Andrew Krei Dakota Live! Interview

eBook

Andrew Krei Dakota Live! Interview

An exclusive interview with Andrew Krei from Dakota Live! Call #123

blog

First Half of February RIA and Financial Advisor Moves and Acquisitions

blog

First Half of February RIA and Financial Advisor Moves and Acquisitions

Entering February we began to see wire house recruiting activity pick up in full force again. On a specific firm level, many of the same trends that existed during 2022 continued this month mainly:...

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief...

blog

Dakota Live! Call 13F ETF 2022 Full Year Trends

blog

Dakota Live! Call 13F ETF 2022 Full Year Trends

With the 4th quarter 13F filing window now closed, MarketPlace was tracking 3330 ETFs from 278 sponsors via the filings. For 2022 this amounts to over 219,000 individual positions which are linked to...

blog

Dakota Studios: What Does it Cost to Shoot Video for Your Firm?

blog

Dakota Studios: What Does it Cost to Shoot Video for Your Firm?

Even after years on Zoom, we’ve all had moments where presenting or sharing on video has felt clunky. You’re likely already doing something you’re nervous about, with a “room” full of silent eyes on...

eBook

February 2023 Public Pension eBook

eBook

February 2023 Public Pension eBook

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Top Film Production Studios in Philly

blog

Top Film Production Studios in Philly

Video has become a crucial part of businesses. It helps firms share their stories with people across the world in minimal time. In fact, many companies don’t even know that video is the answer to...

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO. 

blog

Benefits of Hosting a Corporate Offsite Meeting

blog

Benefits of Hosting a Corporate Offsite Meeting

After almost 3 years since COVID changed our world, people are still missing in-person meetings — in fact, 84% of people reported that they prefer to meet in person. Face to face meetings are here to...

blog

Public Plan Commitments Summary For January 2023

blog

Public Plan Commitments Summary For January 2023

January public pension plan commitment summary points: The first month of 2023 has treated public equity markets with much less volatility VS how 2022 began and has been a welcome change for both...

blog

Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions

blog

Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions

The New Year hangover continued into the second half of January as FA movement remained below the higher pace we saw this time last year. There are a few factors why: Higher borrowing costs have...

blog

Dakota Studios: What to Expect From Your First Video Shoot

blog

Dakota Studios: What to Expect From Your First Video Shoot

When it comes to shooting video for your company or nonprofit, just committing to getting in front of the camera is a great first step.  You might already be thinking that getting in front of the...

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients. 

blog

January 2023 Financial Advisor and RIA Moves and Acquisitions

blog

January 2023 Financial Advisor and RIA Moves and Acquisitions

With many traditional recruiting activity channels slowing during December, wirehouse activity slowed the most going into January.  RIA activity and independent activity remained strong.  Looking...

blog

Philly Corporate Event Spaces: What Does it Cost To Host Your Event at Dakota Meets?

blog

Philly Corporate Event Spaces: What Does it Cost To Host Your Event at Dakota Meets?

To host a corporate event at Dakota Meets is to host an exclusive, high-end corporate event.  This space can be used to host a corporate offsite meeting with your team, a networking event, a happy...

Podcasts

Journey through John Hancock Investment Management with York Lo

Podcasts

Journey through John Hancock Investment Management with York Lo

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product...

blog

Top Alternatives Conferences for 2023

blog

Top Alternatives Conferences for 2023

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...

eBook

Matthew Ruffalo Dakota Live! Interview

eBook

Matthew Ruffalo Dakota Live! Interview

An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.

eBook

January 2023 Public Pension eBook

eBook

January 2023 Public Pension eBook

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Q3 2022 13F ETF Equity-Only Sub-Asset Class Flow Trends

blog

Q3 2022 13F ETF Equity-Only Sub-Asset Class Flow Trends

Last update we took a high level look at the asset class level filings and flows into ETFs during Q3, and also compared them mutual fund structure flows. The data showed divergent trends which told...

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation...

blog

Q3 2022 ETF Sub-Asset Class Flow Trends

blog

Q3 2022 ETF Sub-Asset Class Flow Trends

Our last 13F update we highlighted trends in alternative strategies in the ETF space as allocators have been seeking ways to lower their correlation to equities and fixed income through 2022 and Q3...

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory...

blog

December 2022 Financial Advisor and RIA Moves and Acquisitions

blog

December 2022 Financial Advisor and RIA Moves and Acquisitions

The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place ahead of the FINRA holiday shutdown which occurred on December 22 through year end. As...

eBook

December 2022 Public Pension eBook

eBook

December 2022 Public Pension eBook

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Dakota Live! Alts Call Public Pension Summary

blog

Dakota Live! Alts Call Public Pension Summary

Summary of November public pension plan commitment summary points: This was the first time in a few months we saw yields decline across all fixed income sub sectors, especially credit sensitive areas...

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment...

blog

Q3 2022 13F Alternatives Insights

blog

Q3 2022 13F Alternatives Insights

This year’s inflation and the response from central banks has been tough for many publicly investable markets, and a headwind for the standard 60/40 portfolio mix. This has increased the case for...

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.

eBook

November 2022 Public Pension eBook

eBook

November 2022 Public Pension eBook

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and...

blog

The 7 Largest Allocations From Q3 Made to Hedge Fund of Funds

blog

The 7 Largest Allocations From Q3 Made to Hedge Fund of Funds

One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...

blog

Q2 13F Trends: Equity Sub-Asset Flows

blog

Q2 13F Trends: Equity Sub-Asset Flows

Capping off the 13F-flow trends we observed among allocators for the second quarter, even though equity market performance has been lagging, asset class flows have been telling us another story -...

eBook

Greg Dowling Dakota Live! Interview

eBook

Greg Dowling Dakota Live! Interview

An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.

blog

Q3 13F ETF Product Trends

blog

Q3 13F ETF Product Trends

With the 3rd quarter 13F filing window now closed, MarketPlace was tracking 3250 ETFs from 300 sponsors via the filings, which has grown from the close of Q2 when 3010 individual ETFs from 255...

blog

The Top Dakota Cocktails Investor Networking Conferences

blog

The Top Dakota Cocktails Investor Networking Conferences

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touchpoints for raising capital. It can be a pain to...

blog

Interview: Dakota and Prodromos CEO to CEO Leadership

blog

Interview: Dakota and Prodromos CEO to CEO Leadership

During this interview, Gui Costin sits down with Jim Stagnitta and JC Glick, the co-founders of Prodromos. These two individuals are truly some of the most innovative leaders as it relates to...

blog

The Top AIMSE Investor Networking Conferences

blog

The Top AIMSE Investor Networking Conferences

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touchpoints for raising capital. It can be a pain to...

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment...

eBook

Lawrence Calcano Dakota Live! Interview

eBook

Lawrence Calcano Dakota Live! Interview

An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.

blog

The 10 Most Frequently Asked Questions About Dakota Marketplace

blog

The 10 Most Frequently Asked Questions About Dakota Marketplace

The greatest challenge a fundraiser faces day in and day out is knowing who to call on and being able to find accurate, up-to-date information for them to close their deals. At Dakota we face the...

blog

Investment Industry Conferences: 8 Tips to Maximize Your Experience

blog

Investment Industry Conferences: 8 Tips to Maximize Your Experience

If you’re looking ahead to next year — or even the next few months — and starting to plan your conference and travel schedule, it’s likely you already know how many industry conferences are out...

blog

Financial Advisor and RIA Moves Reported in the First Half of October

blog

Financial Advisor and RIA Moves Reported in the First Half of October

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for the years. That said, RIAs were the most active channel so far this month. Within the wires, the...

eBook

October 2022 Public Pension eBook

eBook

October 2022 Public Pension eBook

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed...

blog

The Benefits of Dakota Marketplace for Private Equity Firms

blog

The Benefits of Dakota Marketplace for Private Equity Firms

If you’re an investment salesperson, you already know that without a meeting, nothing is possible. But to get that meeting, several things need to happen, including: Knowing and understanding your...

eBook

John Tassone Dakota Live! Interview

eBook

John Tassone Dakota Live! Interview

An exclusive interview with John Tassone from Dakota Live! Call #117.

blog

Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

blog

Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

The back half of September continued to see a high amount of movement within the wirehouse community as large upfront bonuses being offered by UBS were set to end at the end of the month and many...

blog

Q2 13F ETF Flow Comparison By Sub-Asset Class

blog

Q2 13F ETF Flow Comparison By Sub-Asset Class

During Q2 the 13-F trends we saw from an asset class/sub asset class level were contrary to what the headline news would have led us to believed. Even with the volatility the fact that equities in...

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation...

blog

Top 5 Alternatives Conferences

blog

Top 5 Alternatives Conferences

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...

eBook

William Kennedy Dakota Live! Interview

eBook

William Kennedy Dakota Live! Interview

An exclusive interview with William Kennedy from Dakota Live! Call #116.

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

eBook

Matt Brundage Dakota Live! Interview

eBook

Matt Brundage Dakota Live! Interview

An exclusive interview with Matt Brundage from Dakota Live! Call #115.

blog

The Top 5 Private Real Estate Conferences

blog

The Top 5 Private Real Estate Conferences

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...

eBook

Brad Long Dakota Live! Interview

eBook

Brad Long Dakota Live! Interview

An exclusive interview with Brad Long from Dakota Live! Call #113. 

eBook

Ted Seides Dakota Live! Interview

eBook

Ted Seides Dakota Live! Interview

An exclusive interview with Ted Seides from Dakota Live! Call #114.

blog

Q1-Q2 13F ETF Flow Summary

blog

Q1-Q2 13F ETF Flow Summary

At the close of Q1, Marketplace was tracking 2,100 ETFs from 247 sponsors, and at the close of Q2 that has grown to over 3,010 ETFs from 255 sponsors which is the entire listed ETF universe. In...

eBook

September 2022 Public Pension eBook

eBook

September 2022 Public Pension eBook

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Financial Advisor and RIA Acquisitions Reported in September 2022

blog

Financial Advisor and RIA Acquisitions Reported in September 2022

With back to school and fall sports in full swing, teams, advisers and RIA‘s were just as busy with their activity. During this period we did not see as many purchases of RIA‘s as that cooled at bit...

blog

The Top 5 Questions Institutional Salespeople Are Asking About Fuse For Salesforce

blog

The Top 5 Questions Institutional Salespeople Are Asking About Fuse For Salesforce

Manual copy and paste, multiple data sources, and stale data. To any institutional sales person, this should sound like a recipe for disaster. As an investment sales professional, if you understand...

blog

The Top 5 Long Only Equities Conferences

blog

The Top 5 Long Only Equities Conferences

As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...

blog

The Top 5 Hedge Fund Conferences

blog

The Top 5 Hedge Fund Conferences

Balancing your firm’s travel budget and the sheer number of investment industry conferences that are held every year — not to mention every month — can be a challenge.  How do you make sure you’re...

blog

Dakota Live! Recap: Alternatives Pension Summary for June and July 2022

blog

Dakota Live! Recap: Alternatives Pension Summary for June and July 2022

The saying “the more things change, the more they stay the same”  hits the mark as pension allocators continue to put money to work in an environment where they are dealing with the same headlines...

blog

Dakota Marketplace: 8 Key Features to Get You Started

blog

Dakota Marketplace: 8 Key Features to Get You Started

If you’re a new Dakota Marketplace user, or you’re considering investing in the platform, you might be wondering where you should start. After all, Dakota Marketplace has over 10,000 accounts, 31,000...

eBook

August 2022 Public Pension eBook

eBook

August 2022 Public Pension eBook

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2

blog

Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2

Two departures from PlanMember Securities this month.  Nuno Pereira who focuses on 401k and union pension clients,  has joined Cetera with $340 M AUM based in Mount Olive, N.J.  Lohnes Wealth...

blog

The Top 7 Private Equity Fund of Funds

blog

The Top 7 Private Equity Fund of Funds

One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...

blog

The Top 6 Hedge Fund of Funds

blog

The Top 6 Hedge Fund of Funds

One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...

blog

Financial Advisor and RIA Acquisitions Reported the Week of August 28

blog

Financial Advisor and RIA Acquisitions Reported the Week of August 28

With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor firm moves and mergers. Many of the RIA acquisitions continue to be backed by private equity...

blog

The Top 10 RIAs in Secondary Cities

blog

The Top 10 RIAs in Secondary Cities

Imagine it: your boss tells you you need to start doing outreach in the RIA channel because it's a large, untapped market for your firm.  While it’s an exciting opportunity, it’s also overwhelming,...

blog

The 3 Benefits of Fuse for Salesforce

blog

The 3 Benefits of Fuse for Salesforce

If you’re in the investment world, you know the importance of having a clean, up-to-date database for your firm. To increase efficiency of your sales team we understand you need visibility into your...

blog

2022 Mid-Year ETF Product Trends

blog

2022 Mid-Year ETF Product Trends

While global markets experienced varying degrees of asset class returns in the first half of 2022, ETF managers were active across the board in launching new funds across multiple asset classes. We...

eBook

July 2022 Public Pension eBook

eBook

July 2022 Public Pension eBook

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

3 Things You Can Expect From Your Dakota Marketplace Membership

blog

3 Things You Can Expect From Your Dakota Marketplace Membership

If you're reading this article, you've likely either just signed your Marketplace contract, or you're considering becoming a Marketplace member.  While it might be true that with most software...

blog

Financial Advisor and RIA Acqusitions Reported the Week of July 29

blog

Financial Advisor and RIA Acqusitions Reported the Week of July 29

Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs Brenna Kunin and Tami Shaw) joined Stifel Nicolaus outside of St Louis in Frontenac, MO with $420 M AUM. ...

eBook

June 2022 Public Pension eBook

eBook

June 2022 Public Pension eBook

This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota Manager Fee Update

Analyst Reports

Dakota Manager Fee Update

Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...

blog

The Top 10 Holders of Values ETFs

blog

The Top 10 Holders of Values ETFs

Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market capitalization of the average company now in passive ETFs and funds.  Yes, that means passive investors now...

eBook

Quarterly Webinar Procedures and Best Practices

eBook

Quarterly Webinar Procedures and Best Practices

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...

eBook

Guide to RIAs and Video for Investment Firms

eBook

Guide to RIAs and Video for Investment Firms

In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...

blog

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

blog

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As another quarter wraps up and another begins, many money managers are finalizing last quarter’s activity and starting to think about the best way to distribute it to their clients.  This can be an...

blog

How Investment Sales Teams Can Use Social Media to Grow Their Business

blog

How Investment Sales Teams Can Use Social Media to Grow Their Business

Social media might not be the first thing investment sales people think of when talking about their business. However, its importance should not be overlooked. Investment sales teams can use their...

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

blog

The Top 10 Holders of Energy ETFs in 2022

blog

The Top 10 Holders of Energy ETFs in 2022

It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid shutdown caused us to run out of physical places to store crude.  It became the “hot potato” of the...

blog

How to Use Custom Lists in Your CRM to Improve Sales Efficiency

blog

How to Use Custom Lists in Your CRM to Improve Sales Efficiency

By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data into your CRM. Whether you’re using Salesforce, Hubspot, or something else entirely, in order to...

Video

Always Be Selling

Video

Always Be Selling

The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."

eBook

The Top 100 RIAs in the United States (2022)

eBook

The Top 100 RIAs in the United States (2022)

This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.   

blog

The True Cost of Clean Investment Sales Data: A Breakdown

blog

The True Cost of Clean Investment Sales Data: A Breakdown

As a salesperson or a sales leader, you have one enemy greater than all the others. Sure, rejections are part of the job, but this is worse than a simple rejection.  It’s something that stops you...

eBook

May Public Pension Meeting Notes

eBook

May Public Pension Meeting Notes

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

The Top 10 RIAs in Seattle

blog

The Top 10 RIAs in Seattle

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

blog

The Top 10 RIAs in Stamford

blog

The Top 10 RIAs in Stamford

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

blog

The Top 10 Owners of Bank Loan ETFs in 2022

blog

The Top 10 Owners of Bank Loan ETFs in 2022

The bond market has not had a consistent trend over the past year, which has created a challenging environment for allocators, leaving many asking, “what should I do with fixed income, duration,...

blog

The Top 10 RIAs in Houston

blog

The Top 10 RIAs in Houston

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

blog

The Top 10 RIAS in Detroit

blog

The Top 10 RIAS in Detroit

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

blog

The Top 10 RIAs in Baltimore

blog

The Top 10 RIAs in Baltimore

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

blog

The Top 10 RIAs in London

blog

The Top 10 RIAs in London

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

eBook

April Public Pension Meeting Notes

eBook

April Public Pension Meeting Notes

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

Top 10 RIAs in the Kansas City Metro Area

blog

Top 10 RIAs in the Kansas City Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

blog

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

blog

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

If you are in the sales business in any industry, you already know that a CRM can be a double edged sword. It can —and should— be the number one sales tool that enables teams to drive business and...

blog

The 6 Best Salesforce Consultants for Investment Firms

blog

The 6 Best Salesforce Consultants for Investment Firms

Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in a way that sets your team up for success is critical from start to finish, and that’s before you...

blog

The Top 10 Owners of Commodities ETFs in 2022

blog

The Top 10 Owners of Commodities ETFs in 2022

“The cheapest time to buy insurance is when you don’t need it.”  With inflation surging globally, commodities and their impact on the globe have been brought into the spotlight by the onset of...

blog

The Top 10 Owners of TIPS ETFs in 2022

blog

The Top 10 Owners of TIPS ETFs in 2022

Since the beginning of quantitative easing by global central banks, one of the major goals was to get reflation/inflation of wages, goods, and services across the economy.  In order to be protected...

eBook

March Public Pension Meeting Notes

eBook

March Public Pension Meeting Notes

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

The 5 Best CRMs for RIA Firms in 2023

blog

The 5 Best CRMs for RIA Firms in 2023

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...

blog

The 3 Biggest Problems With Sales Contact Data

blog

The 3 Biggest Problems With Sales Contact Data

When you think about what it means to be successful in sales, plenty of things probably come to mind: persuasiveness, charm, personality, experience… The list goes on and on.  A lot of people think...

blog

How to Sync Your Outlook Calendar With Salesforce

blog

How to Sync Your Outlook Calendar With Salesforce

As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other platforms can be tedious. Even though you know that it's also necessary so that you can follow-up...

Infographic

5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy

Infographic

5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy

5 reasons why your investment firm should be incorporating video into its sales and marketing strategy.

blog

How to Sync Your Google Calendar With Salesforce

blog

How to Sync Your Google Calendar With Salesforce

When you’re setting up meetings and booking calls, the last thing you want to do is add the same meeting to five different platforms. But, you also don’t want to miss entering those meetings on your...

blog

Is an Institutional Investor Database Worth the Investment in 2023?

blog

Is an Institutional Investor Database Worth the Investment in 2023?

A great institutional investor database can be hard to find. However in most cases, the price and overall value of that database is even harder to find.  If you don’t know what you’re going to be...

Video

What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?

Video

What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?

In this video, Dakota CEO and founder, Gui Costin, explains what CRM adoption is and why it matters for investment sales teams. 

blog

6 Tips for Taking Your Video or Webinar Presentation to the Next Level

blog

6 Tips for Taking Your Video or Webinar Presentation to the Next Level

Even after two years on Zoom, we’ve all had moments where presenting or sharing on video has felt clunky. You’re likely already doing something you’re nervous about, with a “room” full of silent eyes...

Video

The Biggest Pain Points of Using a CRM

Video

The Biggest Pain Points of Using a CRM

In this video, Gui Costin gives an overview of the major pain points most investment sales teams encounter when using a CRM, and how to overcome them.

eBook

February Public Pension Meeting Notes

eBook

February Public Pension Meeting Notes

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Video

The Critical Information Every Salesperson Needs in Their CRM

Video

The Critical Information Every Salesperson Needs in Their CRM

In this video, Gui Costin gives an overview of the critical information every investment sales team should be capturing and updating within their CRM. 

blog

RIA Database vs. Dakota Marketplace: Which is Right For You?

blog

RIA Database vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

Video

Who is Paradise for Salesforce a Fit For?

Video

Who is Paradise for Salesforce a Fit For?

In this video, Gui Costin gives an overview of what types of sales teams can benefit from Dakota's Paradise for Salesforce App. 

blog

5 Major Benefits of Logging Meetings in Your CRM

blog

5 Major Benefits of Logging Meetings in Your CRM

Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or, have they entered the meetings, but not the meeting notes?  If you answered yes to either of these...

blog

Money Market Directory vs. Dakota Marketplace: Which is Right For You?

blog

Money Market Directory vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

blog

What Makes a Good Company Culture? How Dakota Sets Itself Apart

blog

What Makes a Good Company Culture? How Dakota Sets Itself Apart

If you’ve ever left a job or spent any time on LinkedIn, chances are you’ve probably heard that “people don’t leave bad jobs, they leave bad managers.” You know the posts, they’re usually in a...

blog

Discovery Data vs. Dakota Marketplace: Which is Right For You?

blog

Discovery Data vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

blog

Top RIAs on the East Coast of Florida

blog

Top RIAs on the East Coast of Florida

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

blog

The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is mentioned. We’ve all done it.  CRMs have long since gotten a bad reputation within the industry....

eBook

January Public Pension Meeting Notes

eBook

January Public Pension Meeting Notes

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

blog

Dakota Rainmaker: Which Sales Training Course is Right For You?

blog

Dakota Rainmaker: Which Sales Training Course is Right For You?

If you're new to any industry, you know how critical the first few months can be. You're trying to hit the ground running while learning everything you can about your new firm, and trying to make an...

Video

CRM Adoption for Investment Firms: An Overview With Gui Costin

Video

CRM Adoption for Investment Firms: An Overview With Gui Costin

In this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.

blog

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

blog

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

So, you need a CRM for your investment sales team.  You want to capture leads, report on your pipeline, and ensure that you’re following up in a timely manner after meetings — this is a great thing....

blog

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

blog

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re tired of hearing about how important it is to enter data and meeting notes into your CRM. As a team of...

blog

Top 10 RIA Firms in the Austin Metro Area

blog

Top 10 RIA Firms in the Austin Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Investment Industry Trends to Watch in 2022

blog

Investment Industry Trends to Watch in 2022

The start of a new year, especially one that marks the start of our third year of a pandemic, can be unpredictable. It’s safe to say that no one can quite predict what’s coming next with the...

eBook

The Ultimate Guide to Video for Investment Firms

eBook

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

blog

Top 5 RIA Firms in San Antonio

blog

Top 5 RIA Firms in San Antonio

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Top 10 RIA Firms in the Charlotte Metro Area

blog

Top 10 RIA Firms in the Charlotte Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Top 10 RIAs in the Milwaukee Metro Area

blog

Top 10 RIAs in the Milwaukee Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Top 10 RIAs in the St. Louis Metro Area

blog

Top 10 RIAs in the St. Louis Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Top 10 RIA Firms in the Cincinnati Metro Area

blog

Top 10 RIA Firms in the Cincinnati Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

blog

Top 10 RIA Firms in the Minneapolis Metro Area

blog

Top 10 RIA Firms in the Minneapolis Metro Area

If you're in investment sales, you already know that one of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA market...

eBook

December Public Pension Meeting Notes

eBook

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

eBook

The Investment Firm's Guide to CRM Adoption

eBook

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM. 

blog

7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

blog

7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that are clients of yours already. As you juggle several tasks a day, it’s critical to stay on top of your...

eBook

November Public Pension Meeting Notes

eBook

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

blog

The 6 Things You Need to Know When Starting An Investment Sales Career

blog

The 6 Things You Need to Know When Starting An Investment Sales Career

As individuals, we’ve been taught to react at face value and assume someone else has thought of all the implications. This is not true for the workplace, there’s a whole new set of expectations - to...

blog

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

blog

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data updated and fresh. We know you know this, and yet, it’s still the worst part of your day.  As a...

blog

Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

blog

Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

Picture this: you learn about a new institutional investment search within your asset class. It looks like a great fit, but it’s already been posted for long enough that you’re scrambling to get...

blog

10 Salesforce Integration Apps to Improve Investment Sales Productivity

blog

10 Salesforce Integration Apps to Improve Investment Sales Productivity

If you're in investment sales, you already know how critical it is to keep your CRM updated. We know that for many of us, it's the lifeblood of the company, keeping you and your team on track and...

blog

How to Use City Scheduling For Investment Sales Success

blog

How to Use City Scheduling For Investment Sales Success

If you're in investment sales, you already know that meetings are everything. In order to have success as an investment firm, you need to set up and get meetings. You're probably tired of hearing...

blog

5 of the Best Investment Sales Training Programs to Kick Off 2023

blog

5 of the Best Investment Sales Training Programs to Kick Off 2023

Think of the last time you started a new job. What was your training like? Did you have the resources you needed to hit the ground running? In most cases, no matter how diligent the firm, the answer...

eBook

October Public Pension Meeting Notes

eBook

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

3 Tips for Presenting to a Public Pension Board

blog

3 Tips for Presenting to a Public Pension Board

Walking into a board meeting to pitch a final presentation to the public pension board can be intimidating to say the least. If you're in investment sales, you already know that almost no one looks...

blog

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

blog

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

If you’re in the investment sales industry, then you already know that getting a meeting, building a relationship, and getting a deal closed is no easy feat.  In fact, you probably know without being...

blog

How to Write an Effective Investment Sales Email That Gets the Meeting

blog

How to Write an Effective Investment Sales Email That Gets the Meeting

Let’s start off with a little story about how crazy the investment business is as it's related to email.  Here's the deal - if you raise money for a living, you know one thing is true as true can be:...

blog

Investment Mandates: What They are and How to Stay Updated on Them

blog

Investment Mandates: What They are and How to Stay Updated on Them

If you’re in the investment sales business, then you likely already know that staying up-to-date on a rapidly changing industry can feel like a constant, up-hill battle. There are plenty of resources...

blog

Dakota 2021 - Investment Trends Panel

blog

Dakota 2021 - Investment Trends Panel

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

blog

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

blog

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the last few weeks. You know you’ve made calls and held meetings — some of them have gone really well....

blog

Dakota 2021: Platform Panel Interview

blog

Dakota 2021: Platform Panel Interview

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

blog

Dakota 2021: Blockchain Discussion with Dan Tapiero

blog

Dakota 2021: Blockchain Discussion with Dan Tapiero

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great panels and discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the...

blog

Dakota 2021: Fundraising Trends Post-COVID

blog

Dakota 2021: Fundraising Trends Post-COVID

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

eBook

September Public Pension Meeting Notes

eBook

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

7 Common Mistakes Investment Salespeople Make — And How to Fix Them

blog

7 Common Mistakes Investment Salespeople Make — And How to Fix Them

If you’re in investment sales, you’re no doubt already familiar with the prolonged, high-stakes, high-pressure environment that is common within the industry. Whether you’re early in your career or a...

blog

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

blog

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on within the United States. However, you probably also know how difficult it is to determine which are...

blog

The 8 Best CRMs for Private Equity Firms

blog

The 8 Best CRMs for Private Equity Firms

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...

blog

The 5 Best Email Platforms for Investment Firms

blog

The 5 Best Email Platforms for Investment Firms

We all spend a lot of our days sending emails. Now imagine if you had the tools to make that process more streamlined, faster, and easier to report on. It’s a great image, right? We think so, too. ...

blog

20+ Reasons to Start Your Career in SaaS Sales

blog

20+ Reasons to Start Your Career in SaaS Sales

Graduating from — or even starting — college in an uncertain environment like the one we are currently in can be daunting. You might not know yet what you want to do after graduating, what to major...

blog

The Largest Public Pension Allocations to Private Equity by Consultant in 2021

blog

The Largest Public Pension Allocations to Private Equity by Consultant in 2021

Understanding where public pension funds are investing can be a huge piece of an investment salesperson’s day. However, we know that it can also be a very time consuming undertaking, given the sheer...

blog

The Largest Public Pension Allocations to Equities by Consultant in 2021

blog

The Largest Public Pension Allocations to Equities by Consultant in 2021

Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, we know how time consuming this undertaking can be, especially...

blog

The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

blog

The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, it can also be a time consuming task, given the sheer number of...

blog

The Largest Public Pension Allocations to Private Credit by Consultant in 2021

blog

The Largest Public Pension Allocations to Private Credit by Consultant in 2021

As an investment salesperson, we know it’s incredibly important to know exactly where public pension funds are making their investments. However, we also know that keeping up with those details can...

eBook

August Public Pension Meeting Notes

eBook

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

The 9 Largest Public Pension Allocations to Hedge Funds in 2021

blog

The 9 Largest Public Pension Allocations to Hedge Funds in 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

blog

The 10 Largest Public Pension Allocations to Private Credit in 2021

blog

The 10 Largest Public Pension Allocations to Private Credit in 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

blog

The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

blog

The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

blog

The Top 10 Largest Public Pension Allocations to Private Equity of 2021

blog

The Top 10 Largest Public Pension Allocations to Private Equity of 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

blog

How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel

blog

How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel

Have you ever felt like you should be raising money within the RIA channel, only to wonder whether or not it’s really worth the time and effort? Or worse, have you tried and failed to penetrate this...

blog

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

blog

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look for updates on public pension funds. You’ve come across a few, but one needs an RFP that is due in...

eBook

July Public Pension Meeting Notes

eBook

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

blog

7 Key Hiring Trends to Know About Post-Pandemic

blog

7 Key Hiring Trends to Know About Post-Pandemic

It’s no secret that since the world started returning to a new semblance of normal following the Coronavirus pandemic, there has been a distinct shortage of labor throughout the country. There are...

blog

A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions

blog

A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions

It’s never easy launching a new strategy at a new firm, especially when approaching potential allocators. It can be overwhelming knowing who to call, doing the outreach, and following up. This is why...

blog

How to Post an Effective Investment Sales Job Using Dakota Jobs

blog

How to Post an Effective Investment Sales Job Using Dakota Jobs

Have you ever posted a job for your firm, only to have it take much, much longer than expected to fill the role? Have you hired someone who didn’t meet your firm’s expectations, or left in a...

blog

8 Things Every Investment Firm's Tech Stack Should Include

blog

8 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during, and after those meetings matters, though, too. In fact, at Dakota, we like to think that it’s the...

blog

Two Email Types Every Investment Firm Should Know About — And When to Use Them

blog

Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all, nothing can happen without that initial meeting, so it’s critical that we are continually testing...

blog

7 Trends Driving Alternative Investments in RIAs and MFOs

blog

7 Trends Driving Alternative Investments in RIAs and MFOs

If you’re in the Alternative investment industry and wonder if calling on the RIA channel is worth the effort, you’re not alone.  Plenty of investment sales people have the same debate, and spend a...

blog

The One Golden Rule of Sales

blog

The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling objections, product knowledge, active listening, among others. More than that, your strategy and...

blog

3 Ways to Increase CRM Adoption Across Your Sales Team

blog

3 Ways to Increase CRM Adoption Across Your Sales Team

A CRM is one of the most important assets for any sales team because it houses all their leads and data. What matters is the information you put in, otherwise it’s just a container. Think of your CRM...

blog

3 of the Most Common Sales Myths Debunked

blog

3 of the Most Common Sales Myths Debunked

Another day goes by with minimal meetings set up for the future. You and your sales team are wondering what’s going on — maybe it’s something to do with the market or just something in the air.  If...

blog

How to Bring Your Investment Firm's Story to Life

blog

How to Bring Your Investment Firm's Story to Life

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting a strong pitch. That oversight represents a critical misstep.  Anytime you make a pitch, there’s a...

blog

What is TAM and How Does It Relate to Sales?

blog

What is TAM and How Does It Relate to Sales?

If you’re a salesperson, you already know exactly how important it is to always have a pool of leads to pull from and pitch to. It’s what makes your job possible. But having and calling on those...

blog

7 Things Every Investment Sales Person Should Do Before a Meeting

blog

7 Things Every Investment Sales Person Should Do Before a Meeting

Setting up meetings is the first step in the process to raising money. After all, no sale can happen without that meeting.  As an investment sales person, you already know that getting a meeting can...

blog

5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

blog

5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

As the world slowly opens back up and more in-person meetings are being set, it’s important to know how to ask for those meetings. To do that, you’ll have to send an email that not only gets opened,...

blog

Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

blog

Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

Building relationships with public pension funds can be a difficult undertaking. The space is so broad, and contains so many decision makers at every level, from government organizations to outside...

blog

6 Leading RIAs in the Pittsburgh Metro Area

blog

6 Leading RIAs in the Pittsburgh Metro Area

One of the biggest problems when selling to the RIA channel is the size of the market — it can be overwhelming trying to penetrate a channel this size.  The RIA marketplace across the United States...

blog

How to Get Started as an Emerging Manager [Video]

blog

How to Get Started as an Emerging Manager [Video]

In any field, starting something new can be daunting. If you’re here, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy.  At Dakota, we’ve been...

blog

Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

blog

Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

In a world without in-person meetings, you’ve likely already been told how important it is to incorporate video into your sales and marketing strategies. And while it’s true that video is key to...

blog

How to Use Salesforce to Create a Killer Follow-Up System

blog

How to Use Salesforce to Create a Killer Follow-Up System

If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who to follow up with, you’re not alone. In fact, a lot of salespeople find themselves more than prepared...

blog

Investment Data Solutions: Which is Right For Your Firm?

blog

Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises to do it all: provide clean data, ensure you have new leads, and update the accounts and contact...

blog

What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution

blog

What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution

If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by the amount of outdated or stale data within it, you’re not alone. Data gets outdated quickly in...

blog

The Top 5 Resources for Investment Sales Professionals

blog

The Top 5 Resources for Investment Sales Professionals

These days, we’re all trying to maximize our time and become the best, most efficient versions of ourselves. With to-do lists that only seem to get longer, and the days blurring together, it’s not...

blog

3 Tips for Following Up After an Institutional Investor Meeting

blog

3 Tips for Following Up After an Institutional Investor Meeting

Picture this: you’re leaving a meeting with an institutional investor after doing outreach for months, and planning for the meeting itself for hours. The pitch went well, and they seem interested,...

blog

The 3 Key Benefits of Joining the Dakota Live! Call

blog

The 3 Key Benefits of Joining the Dakota Live! Call

If you’re an investment salesperson, you likely have one primary goal: finding the right people to call on so that you can raise more capital. We know because we’re out there doing this too.  We know...

blog

How to Host a Quarterly Webinar for Asset Managers

blog

How to Host a Quarterly Webinar for Asset Managers

If you’re an asset manager, you already know how quickly January turns to March, signaling the end of another quarter, and with it, the need to report on your quarterly performance.  If you find...

blog

5 Steps for Beginning Emerging Managers

blog

5 Steps for Beginning Emerging Managers

In any field, starting something new can be daunting. If you’re reading this, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy. Networking,...

blog

A Guide to Video for Investment Firms

blog

A Guide to Video for Investment Firms

If you’re struggling to build relationships and get your strategy in front of the right people without hours of Zoom calls and meetings, you’re not alone.  As we approach the one year mark of life in...

blog

Choosing the Right Institutional Investor Database: 4 Key Considerations

blog

Choosing the Right Institutional Investor Database: 4 Key Considerations

If you’re constantly scrambling to find people — the right people — to call on and set meetings with, you’re not alone. We’ve all felt the pressure to ramp up outreach and calls and close more...

blog

The Best Institutional Investor Databases of 2021

blog

The Best Institutional Investor Databases of 2021

With the start of a new year comes the promise of new goals, new plans, and starting all over again on meeting quotas and closing deals with your firm.  It’s as daunting as it is exciting.  Here at...

blog

Top 10 Institutional Asset Allocation Trends to Watch in 2021

blog

Top 10 Institutional Asset Allocation Trends to Watch in 2021

With the new year underway and the return to business complete, you’re no doubt feeling the pressure to increase this, enhance that, and better yourself and your business in every possible way. It...

blog

The Top 10 Consultants to Watch in 2021

blog

The Top 10 Consultants to Watch in 2021

At Dakota, we’ve been raising capital since 2006, and have raised over $30 billion dollars over the last fourteen years. In that time we’ve also established Dakota Marketplace, a database of accounts...

blog

14 Questions to Ask Before You Buy an Institutional Investor Database

blog

14 Questions to Ask Before You Buy an Institutional Investor Database

Imagine finding the perfect piece of software that will totally transform how you and your team do business. Whether it’s a CRM, a new institutional investor database, or something else entirely, you...

blog

The 10 Public Pension Funds to Watch in 2021

blog

The 10 Public Pension Funds to Watch in 2021

It might seem like public pensions are a thing of the past given the general declining use of pensions as a retirement vehicle. However, public pension plans remain one of the most important and...

blog

4 Common Institutional Investor Database Myths

blog

4 Common Institutional Investor Database Myths

Have you ever sat down to start your day, only to find your inbox flooded with other salespeople offering to sell you a “database” of accounts and contacts? If the answer is yes, we can guarantee...

blog

The Top Fund of Funds to Watch in 2021

blog

The Top Fund of Funds to Watch in 2021

We know that one one of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. ...

blog

In-house vs. Outsourced Data Management: Which is Right for You?

blog

In-house vs. Outsourced Data Management: Which is Right for You?

Did you know that 65% of people's job titles change every year? That number is staggering, but if you’re an investment sales professional, it probably doesn't come as too much of a surprise to you....

blog

How to Build Community Through World Class Virtual Events in 2021

blog

How to Build Community Through World Class Virtual Events in 2021

What does an 85,000 word work of Harry Potter fanfiction, a man obsessed with The Grateful Dead, and the investment industry have in common?  On the surface? Nothing.  In practice? They all have the...

blog

CRM vs. Institutional Investor Databases: Why You Need Both

blog

CRM vs. Institutional Investor Databases: Why You Need Both

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be successful this week you need to get started setting up meetings and making calls right away. Then...

blog

How to Overcome the Challenges of the RIA Channel

blog

How to Overcome the Challenges of the RIA Channel

We know that as an investment sales professional, the RIA Channel is one of the most dynamic and exciting channels to sell your investment strategy to — however, it’s also one of the most...

blog

5 Benefits of Adding an Additional Marketplace User

blog

5 Benefits of Adding an Additional Marketplace User

If you’re a Marketplace member, chances are you already know the benefits that come from a Marketplace subscription.  If you’re not a Marketplace member, well, don’t take our word for it — in a...

blog

How Much Does Dakota Marketplace Cost?

blog

How Much Does Dakota Marketplace Cost?

Institutional databases come in a variety of functionalities and channel specialties, and, of course, a variety of costs. It can be overwhelming to decide how much you should spend, and harder to...

blog

The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

blog

The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40% inaccurate? Or that 65% of people’s titles and/or job function change annually? It seems daunting, right?...

blog

Top 100 RIA Firms 2020

blog

Top 100 RIA Firms 2020

The RIA Channel is one of the most dynamic channels to cover and call on for an investment sales professional. However, there are two problems that we face when selling to RIAs: The first is “Where...

blog

3 Benefits of an Institutional Investor Database

blog

3 Benefits of an Institutional Investor Database

Imagine you’re a salesperson, facing the pressure that comes with finding the right industry contacts to call on. Whether you’re working to meet a quota or raise a certain amount in assets, one thing...

blog

Dakota Marketplace: What to Expect From Your Subscription

blog

Dakota Marketplace: What to Expect From Your Subscription

We know that choosing an institutional investor database is a big decision. We also know that for many people within the investment industry, “database” is often considered a dirty word, associated...

blog

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

blog

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic are all becoming very hot topics on RFP questionnaires. The heightened awareness of these issues are...

blog

5 Tips for Sales Success Without Conferences and Travel

blog

5 Tips for Sales Success Without Conferences and Travel

It feels unnecessary to still be saying that we’re in “unprecedented times” when we’ve been in this “new normal” for over six months now, and most of us have established new routines, new goals, and...

blog

Two Sales Tools That Help Streamline Meetings

blog

Two Sales Tools That Help Streamline Meetings

Imagine the end of a successful day; you’ve done the work, built the relationship, and landed a meeting with a prospect. This is great news, and a great opportunity for you to grow your client base...

blog

Institutional Investor Databases: Common Contract FAQ's

blog

Institutional Investor Databases: Common Contract FAQ's

As Dakota Marketplace continues to grow and bring on more subscribers and clients, there are a few questions we receive about the product and corresponding contract that pop up time and time again....

blog

3 Email Tips that Drive Engagement and Help Land Meetings

blog

3 Email Tips that Drive Engagement and Help Land Meetings

More than ever, people are relying on digital communication to meet and connect with clients and prospects. Since we can’t always meet face to face, email has become more important than ever when it...

blog

Top 10 RIA Firms in the Washington, D.C. Metro Area

blog

Top 10 RIA Firms in the Washington, D.C. Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the Philadelphia Metro Area

blog

Top 10 RIA Firms in the Philadelphia Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the Dallas Metro Area

blog

Top 10 RIA Firms in the Dallas Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the San Francisco Metro Area

blog

Top 10 RIA Firms in the San Francisco Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the Los Angeles Metro Area

blog

Top 10 RIA Firms in the Los Angeles Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the Denver Metro Area

blog

Top 10 RIA Firms in the Denver Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the Atlanta Metro Area

blog

Top 10 RIA Firms in the Atlanta Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 Leading RIAs in the Chicago Metro Area

blog

Top 10 Leading RIAs in the Chicago Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Top 10 RIA Firms in the New York Metro Area

blog

Top 10 RIA Firms in the New York Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

blog

Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

A problem that a lot of sales professionals in the financial services industry face is an exceedingly high turnover rate. People typically remain within the industry, leaving one firm for another...

blog

How Does An Institutional Investment Firm Benefit From a CRM?

blog

How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true purpose of a CRM. While it’s nice to have salespeople adopt it, upload call notes, and capture their email...

blog

How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

blog

How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

If you’re considering launching a mutual fund, there is a lot to work through before you take any initial steps. First, ask yourself: why do you want to launch the fund? A mutual fund is one separate...

blog

Top 10 RIA Firms in the Boston Metro Area

blog

Top 10 RIA Firms in the Boston Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

blog

How to Plan a Live Event or Webinar: 4 Tips for Success

blog

How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous virtual panels – all of them live. This means that once the recording button is pressed, there’s no...

blog

Starting an RFP? These Are the Top 80 Questions You Need to Answer

blog

Starting an RFP? These Are the Top 80 Questions You Need to Answer

  Most investment management companies that exist today consider a Request for Proposal (RFP) the foundation of their due diligence process when researching an investment strategy. Investing time in...