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

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Job and Role Change Turnover Trends from 2023

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Job and Role Change Turnover Trends from 2023

In the ever-evolving landscape of the investment management industry, where the dynamics of jobs and opportunities are constantly in flux, keeping a pulse on industry turnover becomes not just...

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Top 10 Family Offices in Belgium

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Top 10 Family Offices in Belgium

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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Top 10 Institutions Investing in Hedge Funds in 2023

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Top 10 Institutions Investing in Hedge Funds in 2023

In 2023, a diverse array of pension funds, endowments, and retirement systems embarked on significant investments into hedge funds, reflecting a strategic shift towards alternative investments in...

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New Fund Launches for March 2024

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New Fund Launches for March 2024

In the fast-paced world of asset management, staying abreast of industry trends and competitor activities is crucial. Recognizing this need, we’ve distilled the latest information from Form D filings...

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The Benefits of Interning at a Private Equity Firm

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The Benefits of Interning at a Private Equity Firm

Embarking on your career journey amidst today’s unpredictable landscape can feel overwhelming. As you navigate through the early stages of your academic and professional life, the path ahead may seem...

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Top 10 Family Offices in Germany

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Top 10 Family Offices in Germany

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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How to Post an Effective Investment Sales Job Using Dakota Talent

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How to Post an Effective Investment Sales Job Using Dakota Talent

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...

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Top 10 Most Allocated Real Assets Funds of 2023

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Top 10 Most Allocated Real Assets Funds of 2023

In 2023, Dakota tracked approximately 145 investments in real assets strategies totaling nearly $15 billion in allocations. Through our database, Dakota Marketplace, we have tracked public...

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Top 10 Family Offices in the UAE

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Top 10 Family Offices in the UAE

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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5 Benefits to Video Marketing for Investment Firms

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5 Benefits to Video Marketing for Investment Firms

In the digital marketing arena, video marketing emerges as a beacon of engagement and effectiveness. This isn't just another trend; it's a fundamental shift in how investment firms can connect with...

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The Top Family Offices in Switzerland

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The Top Family Offices in Switzerland

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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The Top Job Sites for Investment Management Jobs

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The Top Job Sites for Investment Management Jobs

To work in the investment management industry is a real gift. Whether it’s on the long-only side working with world-class stock pickers or on the private side working with investors who both know how...

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February 2024 Public Plan Commitment Summary

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February 2024 Public Plan Commitment Summary

In the month of February, Dakota tracked a total of approximately $6.8 billion across 77 investments. 30 individual pension funds or entities reported commitments during the month. In this article we...

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6 Strategies to Improve Work Performance in Investment Sales

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6 Strategies to Improve Work Performance in Investment Sales

In the fast-paced world of institutional investment sales, staying ahead of the curve is not just an option - it's a necessity. As professionals in this field, we understand that our performance...

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The Top Family Offices in France

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The Top Family Offices in France

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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A Guide to the 7 Best Practices for Interviewing for an Investment Sales Job

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A Guide to the 7 Best Practices for Interviewing for an Investment Sales Job

Navigating the world of sales job interviews can often feel like an art form, a delicate balance between showcasing your prowess, understanding the product or service you'll be selling, and aligning...

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New Fund Launches for the Second Half of February

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New Fund Launches for the Second Half of February

In the fast-paced world of asset management, staying abreast of industry trends and competitor activities is crucial. Recognizing this need, we’ve distilled the latest information from Form D filings...

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Top 10 Real Estate Conferences to Attend in 2024

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Top 10 Real Estate Conferences to Attend in 2024

There are many real estate conferences that are worth attending. Below is a list of 10 conferences in the next year that may be worth attending considering spend upon location, content, and speakers....

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February 2024 Financial Advisor and RIA Moves and Acquisitions

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February 2024 Financial Advisor and RIA Moves and Acquisitions

As February draws to an end, Dakota recorded a total of 32 transactions. Despite the month's shortness, even in a leap year, February's market activity remained consistent with our forecasts. In this...

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Creating a Repeatable, Successful Sales Process: Principle 3 - Know What to Say

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Creating a Repeatable, Successful Sales Process: Principle 3 - Know What to Say

In the dynamic world of sales, success hinges on more than just ambition and persistence; it requires creating a repeatable sales process. We understand the intricacies of this challenging field -...

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Top 10 Most Allocated Real Estate Funds of 2023

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Top 10 Most Allocated Real Estate Funds of 2023

In 2023, Dakota tracked approximately 216 investments in private real estate strategies totaling nearly $20 billion in allocations. Through our Dakota Marketplace database, we have tracked public...

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The Top Family Offices in Denmark

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The Top Family Offices in Denmark

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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Mastering the Art of Investment Management Sales: A Comprehensive Guide

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Mastering the Art of Investment Management Sales: A Comprehensive Guide

Navigating the complex world of investment management sales is fraught with potential pitfalls that can derail even the most experienced sales teams. By recognizing these pitfalls and implementing...

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Top 10 RIA Firms in the Austin Metro Area

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Top 10 RIA Firms in the Austin Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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Top 10 Most Allocated Private Credit Funds of 2023

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Top 10 Most Allocated Private Credit Funds of 2023

In 2023, Dakota tracked approximately 270 investments in private credit strategies totaling nearly $30 billion in allocations. Through our Dakota Marketplace database, we have tracked public...

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Top 10 Private Credit Conferences to Attend in 2024

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Top 10 Private Credit Conferences to Attend in 2024

There are many private credit conferences that are worth attending. Below is a list of 10 conferences in the next year that may be worth attending considering spend upon location, content, and...

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January 2024 Financial Advisor and RIA Moves and Acquisitions

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January 2024 Financial Advisor and RIA Moves and Acquisitions

At the commencement of the new year, Dakota documented a total of 40 transactions. Despite a reduction in market activities during the holiday season, January experienced a significant resurgence. In...

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New Fund Launches for the First Half of February

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New Fund Launches for the First Half of February

In the fast-paced world of asset management, staying abreast of industry trends and competitor activities is crucial. Recognizing this need, we’ve distilled the latest information from Form D filings...

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Creating a Repeatable, Successful Sales Process: Principle 2 - Know Who to Call On

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Creating a Repeatable, Successful Sales Process: Principle 2 - Know Who to Call On

In the dynamic world of sales, success hinges on more than just ambition and persistence; it requires creating a repeatable sales process. We understand the intricacies of this challenging field -...

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The Top 10 Family Offices in Canada

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The Top 10 Family Offices in Canada

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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January 2024 Public Plan Commitment Summary

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January 2024 Public Plan Commitment Summary

In the month of January, Dakota tracked a total of approximately $9.1 billion across 111 investments. This is a 12.5% decrease compared to the $14.6 billion in activity that we tracked in January. 60...

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The Top 10 Family Offices in the United Kingdom

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The Top 10 Family Offices in the United Kingdom

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities...

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Creating a Repeatable, Successful Sales Process: Principle 1 - Focus on What Matters Most

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Creating a Repeatable, Successful Sales Process: Principle 1 - Focus on What Matters Most

In the dynamic world of sales, success hinges on more than just ambition and persistence; it requires creating a repeatable sales process. We understand the intricacies of this challenging field -...

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New Fund Launches for the Second Half of January

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New Fund Launches for the Second Half of January

In the fast-paced world of asset management, staying abreast of industry trends and competitor activities is crucial. Recognizing this need, we’ve distilled the latest information from Form D filings...

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Top 10 Most Allocated Private Equity Funds of 2023

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Top 10 Most Allocated Private Equity Funds of 2023

In 2023, Dakota tracked approximately 650 investments in private equity totaling nearly $60 billion in allocations. Through our Dakota Marketplace database, we have tracked public investments and...

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How to Make Your CRM Your Most Used Asset and What You Get in Return

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How to Make Your CRM Your Most Used Asset and What You Get in Return

In the fast-paced world of modern business, a CRM stands as a pivotal tool, central to nurturing and expanding your relationships with prospects. A well-implemented CRM not only streamlines...

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Dynamics Driving Investment Opportunities In Family Offices

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Dynamics Driving Investment Opportunities In Family Offices

In the intricate world of wealth management and investment, family offices stand out for their distinctive approach to handling and growing their assets. Understanding the dynamics that drive...

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Top 10 RIA Firms in the Minneapolis Metro Area

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Top 10 RIA Firms in the Minneapolis Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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5 Key Features to the Marketplace for Salesforce Integration

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5 Key Features to the Marketplace for Salesforce Integration

There are many issues that arise from adopting and implementing a new CRM, like Salesforce, at your firm. From resistance, to users not logging in, to failed implementations, it comes down to having...

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December 2023 Public Plan Commitment Summary

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December 2023 Public Plan Commitment Summary

In the month of December, Dakota tracked a total of approximately $10.4 billion across 164 investments. This is a 28% decrease compared to the $14.6 billion in activity that we tracked in November....

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The Powerful Impact of a CRM and a Salesforce Integration

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The Powerful Impact of a CRM and a Salesforce Integration

At the core of investment sales is the need for precise tracking of all meetings scheduled and meeting notes. CRM systems offer a centralized platform for monitoring all interactions and meetings...

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December 2023 Financial Advisor and RIA Moves and Acquisitions

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December 2023 Financial Advisor and RIA Moves and Acquisitions

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down and the holiday season beginning, as predicted previously, movement was on a steady decline. However,...

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The Top 10 RIAs in Houston

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The Top 10 RIAs in Houston

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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The One Foolproof Way for Investment Firms to Get Their Salesforce Configured, Implemented, and Used - Marketplace for Salesforce is the Solution

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The One Foolproof Way for Investment Firms to Get Their Salesforce Configured, Implemented, and Used - Marketplace for Salesforce is the Solution

The Dakota Marketplace for Salesforce App is a revolutionary app built for investment firms and their fundraising teams. We can take the liberty to say that 100% of investment firms who use...

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Top Institutional Investor Databases for 2024: What Do They Cost?

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Top Institutional Investor Databases for 2024: What Do They Cost?

Salespeople are expensive, and any firm leader wants their salespeople to be productive. Having them perform extensive research on who to call on is counterproductive. Thus, it has been important to...

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November 2023 Public Plan Commitment Summary

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November 2023 Public Plan Commitment Summary

In the month of November, Dakota tracked a total of approximately $14.6 billion across 128 investments. This is a 53% increase compared to the $9.5 billion in activity that we tracked in October. 38...

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The 25 Largest Public Pension Funds that Allocate to Private Real Estate

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The 25 Largest Public Pension Funds that Allocate to Private Real Estate

In the investment industry, public pension funds seem to hold the most significant role and responsibility. Tasked with the duty of securing the financial stability of millions of retirees, these...

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November 2023 Financial Advisor and RIA Moves and Acquisitions

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November 2023 Financial Advisor and RIA Moves and Acquisitions

As November wrapped up, Dakota tracked a total of 34 transactions. With the markets calming down a bit during the last few weeks, we saw a decline in activity. One of the larger acquisitions this...

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The Top 10 RIAs in Seattle

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The Top 10 RIAs in Seattle

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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Why You Need a CRM to Succeed in Investment Sales

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Why You Need a CRM to Succeed in Investment Sales

In the realm of investment management, the role of a CRM system cannot be overstated. Traditional CRM systems, while beneficial, often fall short in meeting the niche demands of the industry. This...

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The 10 Best CRMs for Investment Firms to Consider in 2024

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The 10 Best CRMs for Investment Firms to Consider in 2024

CRMs are the lifeline to any investment firm. From data integrity to better client service, they can transform the way you do business every day, adding time back into your day and making meetings...

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The 3 Benefits of Dakota Marketplace for Salesforce

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The 3 Benefits of Dakota Marketplace for Salesforce

Anyone in investment sales knows the importance of having a clean, up-to-date database for your firm. In order to increase efficiency and productivity of your sales team we understand you need...

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October 2023 Public Plan Commitment Summary

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October 2023 Public Plan Commitment Summary

In the month of October, Dakota tracked a total of approximately $9.5 billion across 91 investments. This is a 47% decrease compared to the $18 billion in activity that we tracked in September. 33...

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October 2023 Financial Advisor and RIA Moves and Acquisitions

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October 2023 Financial Advisor and RIA Moves and Acquisitions

October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As the month has come to a close, Dakota tracked a total of 45 transactions. (FA Moves 9, RIA Moves...

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How to Leverage Cold Calling in Investment Sales

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How to Leverage Cold Calling in Investment Sales

Cold calling is an intimidating task, especially if you haven’t made any before. As a salesperson, you cannot have the fear of rejection. It’s important to have a goldfish mentality - forget about it...

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How to Leverage Your CRM to 10x Productivity

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How to Leverage Your CRM to 10x Productivity

It’s been reported that 43% of CRM users only use less than half the features of their CRM system. Lack of CRM adoption costs businesses millions of dollars a year, therefore making it your most...

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Top 10 RIA Firms in the Dallas Metro Area

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Top 10 RIA Firms in the Dallas Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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3 Things To Expect From Your Dakota Marketplace Membership

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3 Things To Expect From Your Dakota Marketplace Membership

While it might be true that with most software platforms, the relationship begins and ends when you sign your contract. With Dakota Marketplace, signing your contract and becoming a member is just...

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Top 10 RIA Firms in the San Francisco Metro Area

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Top 10 RIA Firms in the San Francisco Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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September 2023 Public Plan Commitment Summary

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September 2023 Public Plan Commitment Summary

In the month of September, Dakota tracked a total of approximately $18 billion across 141 investments. 42 individual pension funds reported commitments during the month. In this article we are...

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The Top Private Equity Conferences to Attend Through 2023 and 2024

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The Top Private Equity Conferences to Attend Through 2023 and 2024

There are many private equity conferences that are worth attending. Below is a list of 15 conferences in the next year that may be worth attending considering spend upon location, content, and...

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September 2023 Financial Advisor and RIA Moves and Acquisitions

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September 2023 Financial Advisor and RIA Moves and Acquisitions

As September has come to a close, RIA activity and independent activity remained strong. During this month, Dakota tracked a total of 48 transactions. (FA Moves 14, RIA Moves 18, Acquisitions 6, New...

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Top 10 RIA Firms in the Atlanta Metro Area

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Top 10 RIA Firms in the Atlanta Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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The Top Design Firms to Help You Create a Manager Pitch Deck

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The Top Design Firms to Help You Create a Manager Pitch Deck

For any investment sales professional, emerging manager or well experienced, your pitch is critical. It is your first impression that will have a lasting impact and ultimately influence whether you...

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Top 10 RIA Firms in the Philadelphia Metro Area

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Top 10 RIA Firms in the Philadelphia Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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The Top Insurance Company Databases for 2023

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The Top Insurance Company Databases for 2023

As institutional sales professionals, we understand selling into Insurance General Accounts is not only important but also challenging due to limited transparency on key contacts and investments. At...

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Top 10 RIA Firms in the Boston Metro Area

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Top 10 RIA Firms in the Boston Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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August 2023 Public Plan Commitment Summary

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August 2023 Public Plan Commitment Summary

In the month of August, Dakota tracked a total of approximately $12.5 billion across 144 investments. 48 individual pension funds reported commitments during the month. Top allocators: Florida State...

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The Top 13F Databases for 2023

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The Top 13F Databases for 2023

Through this report we’ve listed the positive and negative attributes for several different 13F filings databases Registered Investment Advisory firms (RIA) are required to file 13F filings to the...

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Top 10 RIA Firms in the Chicago Metro Area

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Top 10 RIA Firms in the Chicago Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are...

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August 2023 Financial Advisor and RIA Moves and Acquisitions

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August 2023 Financial Advisor and RIA Moves and Acquisitions

As August wrapped up, RIA activity and independent activity remained strong. During this month, Dakota tracked a total of 56 transactions. (FA Moves 17, RIA Moves 12, Acquisitions 16, New RIAs 11)...

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The Top 401(k) Databases for 2023

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The Top 401(k) Databases for 2023

ERISA and the Internal Revenue Code require many employers and plan administrators to submit reports to government agencies with detailed information pertaining to their retirement plans. Most 401(k)...

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Top 10 RIA Firms in the New York City Metro Area

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Top 10 RIA Firms in the New York City Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: what RIAs invest in outside managers and are not...

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The Top Family Office Databases for 2023

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The Top Family Office Databases for 2023

We have assembled a list of Family Office databases. Let us be clear, the completeness and accuracy of the contact data is what drives the most value to a potential user. The key things we look for...

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Top 10 RIA Firms in the Los Angeles Metro Area

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Top 10 RIA Firms in the Los Angeles Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: what RIAs invest in outside managers and are not...

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The Top Hedge Fund Databases for 2023

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The Top Hedge Fund Databases for 2023

Here we've assembled a list of hedge fund databases. Your use case is what will drive your decision making as to what hedge fund database is most appropriate for you. We highlight the strengths of...

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July 2023 Financial Advisor and RIA Moves and Acquisitions

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July 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank collapse persisted in the news as RIA and FAs had to reevaluate their plans to partner with firms. In July 2023, we witnessed a surge in settlements across Financial Advisor...

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The Top Databases of RIAs and How to Get the Most Out of Them

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The Top Databases of RIAs and How to Get the Most Out of Them

At Dakota we have been raising capital within the RIA space since 1997 and have raised over $9 billion. Let’s be clear, RIAs are a tough channel to sell into because of its vastness. If killing...

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July 2023 Public Plan Commitment Summary

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July 2023 Public Plan Commitment Summary

In the month of July, Dakota tracked a total of approximately $9.6 billion across 100 investments. 31 individual pension funds reported commitments during the month. In this article, we're...

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June 2023 Public Plan Commitment Summary

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June 2023 Public Plan Commitment Summary

June was a busy month as commitments made totaled $13.9 billion across 148 investments. 50 individual pension funds reported commitments during the month. In this article, we're summarizing Public...

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May 2023 Public Plan Commitment Summary

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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...

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Q1 2023 ETF Recap

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Q1 2023 ETF Recap

For the first time in over a 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...

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The Characteristics of an Elite Salesperson

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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...

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

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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. Jeffrey Katz and Justin Katz...

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April 2023 Financial Advisor and RIA Moves and Acquisitions

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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...

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Public Plan Commitments Summary for April 2023

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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....

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13F Equity Sub-Asset Class Trends Q4 2022

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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...

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The Top RIAs in the Top 5 Metro Areas for 2023

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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 RIAs is the sheer size of it. The RIA market across the United States consists of over 36,000...

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The Top 15 Largest Hedge Fund of Funds

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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 a very large bucket for allocators to wade through and pick the right style and manager. As fund of funds...

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The Top 13F Equity Holders by Sub-Asset Class

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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...

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March 2023 Financial Advisor and RIA Moves and Acquisitions

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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...

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

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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, it’s...

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Dakota Marketplace: Your Cost-Benefit Breakdown

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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...

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

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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...

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Q4 2022 13F High-Level Asset Class Update

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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...

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Second Half of February RIA and Financial Advisor Moves and Acquisitions

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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: Morgan...

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February 2023 Public Pension Plan Commitment Summary

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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...

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First Half of February RIA and Financial Advisor Moves and Acquisitions

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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:...

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Dakota Live! Call 13F ETF 2022 Full Year Trends

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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...

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

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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...

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Top Video Studios in Philly

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Top Video 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...

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Benefits of Hosting a Corporate Offsite Meeting

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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...

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Public Plan Commitments Summary For January 2023

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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...

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

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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...

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Dakota Studios: What to Expect From Your First Video Shoot

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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...

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January 2023 Financial Advisor and RIA Moves and Acquisitions

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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 back...

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

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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...

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Top Alternatives Conferences for 2023

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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...

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

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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...

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Q3 2022 ETF Sub-Asset Class Flow Trends

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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...

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December 2022 Financial Advisor and RIA Moves and Acquisitions

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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...

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Dakota Live! Alts Call Public Pension Summary

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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...

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Q3 2022 13F Alternatives Insights

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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...

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

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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...

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Q2 13F Trends: Equity Sub-Asset Flows

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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 -...

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Q3 13F ETF Product Trends

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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...

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The Top Dakota Cocktails Investor Networking Conferences

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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...

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Interview: Dakota and Prodromos CEO to CEO Leadership

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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...

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The Top AIMSE Investor Networking Conferences

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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...

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The 10 Most Frequently Asked Questions About Dakota Marketplace

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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...

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Investment Industry Conferences: 8 Tips to Maximize Your Experience

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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...

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

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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...

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The Benefits of Dakota Marketplace for Private Equity Firms

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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...

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

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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...

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Q2 13F ETF Flow Comparison By Sub-Asset Class

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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...

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Top 5 Alternatives Conferences

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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...

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The Top 5 Private Real Estate Conferences

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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...

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Q1-Q2 13F ETF Flow Summary

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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...

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Financial Advisor and RIA Acquisitions Reported in September 2022

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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...

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The Top 5 Questions Institutional Salespeople Are Asking About Dakota Marketplace For Salesforce

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The Top 5 Questions Institutional Salespeople Are Asking About Dakota Marketplace 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...

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The Top 5 Long Only Equities Conferences

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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...

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The Top 5 Hedge Fund Conferences

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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...

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

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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...

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Dakota Marketplace: 8 Key Features to Get You Started

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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...

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

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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...

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The Top 7 Private Equity Fund of Funds

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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...

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The Top 6 Hedge Fund of Funds

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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...

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Financial Advisor and RIA Acquisitions Reported the Week of August 28

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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...

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The Top 10 RIAs in Secondary Cities

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The Top 10 RIAs in Secondary Cities

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

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2022 Mid-Year ETF Product Trends

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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...

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Financial Advisor and RIA Acqusitions Reported the Week of July 29

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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....

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The Top 10 Holders of Values ETFs

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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 own...

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

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

As one 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...

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

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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...

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The Top 10 Holders of Energy ETFs in 2022

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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...

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

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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...

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The True Cost of Clean Investment Sales Data: A Breakdown

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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 from...

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The Top 10 RIAs in Stamford

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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 RIAs is the sheer size of it. The RIA market across the United States consists of over 36,000...

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The Top 10 Owners of Bank Loan ETFs in 2022

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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,...

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The Top 10 RIAS in Detroit

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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 RIAs is the sheer size of it. The RIA market across the United States consists of over 36,000...

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The Top 10 RIAs in Baltimore

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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 RIAs are the sheer size of it. The RIA market across the United States consists of over 36,000...

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The Top 10 RIAs in London

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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 RIAs are the sheer size of it. The RIA market across the United States consists of over 36,000...

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Top 10 RIAs in the Kansas City Metro Area

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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 RIAs is the sheer size of it. The RIA market across the United States consists of over 36,000...

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

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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...

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The 6 Best Salesforce Consultants for Investment Firms

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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...

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The Top 10 Owners of Commodities ETFs in 2022

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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...

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The Top 10 Owners of TIPS ETFs in 2022

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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...

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The 5 Best CRMs for RIA Firms in 2023

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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...

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The 3 Biggest Problems With Sales Contact Data

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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...

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How to Sync Your Outlook Calendar With Salesforce

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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...

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How to Sync Your Google Calendar With Salesforce

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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...

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Is an Institutional Investor Database Worth the Investment in 2023?

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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...

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

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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...

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5 Major Benefits of Logging Meetings in Your CRM

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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...

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

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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...

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

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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...

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

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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...

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Top RIAs on the East Coast of Florida

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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...

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

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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. However,...

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

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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...

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

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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....

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

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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...

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Investment Industry Trends to Watch in 2022

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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...

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Top 5 RIA Firms in San Antonio

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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...

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Top 10 RIA Firms in the Charlotte Metro Area

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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 RIAs (Registered Investment Adviser) is the sheer size of it. The RIA market across the United...

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Top 10 RIAs in the Milwaukee Metro Area

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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 RIAs (Registered Investment Adviser) is the sheer size of it. The RIA market across the United...

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Top 10 RIAs in the St. Louis Metro Area

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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 RIAs (Registered Investment Adviser) is the sheer size of it. The RIA market across the United...

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Top 10 RIA Firms in the Cincinnati Metro Area

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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...

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

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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...

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

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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...

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

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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...

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

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Investment Mandates: Which Will Keep You Up-to-Date? 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...

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10 Salesforce Integration Apps to Improve Investment Sales Productivity

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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...

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How to Use City Scheduling For Investment Sales Success

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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...

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

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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...

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3 Tips for Presenting to a Public Pension Board

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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...

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

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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...

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

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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:...

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

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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...

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

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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....

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

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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...

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

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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...

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The 8 Best CRMs for Private Equity Firms

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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...

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The 5 Best Email Platforms for Investment Firms

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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. At...

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20+ Reasons to Start Your Career in SaaS Sales

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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...

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

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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...

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The Largest Public Pension Allocations to Equities by Consultant in 2021

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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...

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

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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...

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

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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...

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The 9 Largest Public Pension Allocations to Hedge Funds in 2021

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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...