Dakota Learning Center

In the dynamic asset management sector, staying informed about industry trends and competitors is essential. To meet this need, we've compiled the latest updates from Form D filings into a concise...

As family offices grow in both size and sophistication, they are evolving into more complex and discerning investors. Historically, family offices focused on preserving wealth through traditional...

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...

Cold outreach is a fundamental tool for any investment sales professional looking to engage with Registered Investment Advisors (RIAs). While many avoid cold calling or emailing due to fear of...

The "New Funds Tracker" blog is your weekly roundup of newly launched funds in the market, based on Form D filings. This blog delivers critical insights into the latest trends within the investment...

In the third quarter of this year, private credit continued to be a focal point for institutional investors, with a range of significant commitments guided by consultants across the U.S. public...

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...

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...

The "New Funds Tracker" blog is your weekly roundup of newly launched funds in the market, based on Form D filings. This blog delivers critical insights into the latest trends within the investment...

In the fast-paced world of investment management, staying ahead of industry trends and forging meaningful connections are crucial to success. This is where conferences come into play, particularly...

In August, Dakota tracked nearly $16.7 billion across 156 investments. Throughout this time, 41 distinct pension funds or entities disclosed their commitments. In this article we are going over the...

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...

The continued rapid growth in the number of family offices and the wealth they control could represent both an opportunity and an emerging form of competition for private equity firms and private...

The "New Funds Tracker" blog is your weekly roundup of newly launched funds in the market, based on Form D filings. This blog delivers critical insights into the latest trends within the investment...

In the world of raising capital from RIAs, success doesn't happen overnight. It’s about playing the long game. Building relationships, refining your approach, and delivering value consistently. As...

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...

In August, the independent wealth management space saw significant movement, with firms like LPL Financial, Raymond James, and RBC Wealth Management actively recruiting teams and acquiring...

The "New Funds Tracker" blog is your weekly roundup of newly launched funds in the market, based on Form D filings. This blog delivers critical insights into the latest trends within the investment...

Over the last few years, the private equity landscape has experienced remarkable growth. It has become an essential component of the financial markets and a critical tool for investment sales...

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...

In the dynamic asset management sector, staying informed about industry trends and competitors is essential. To meet this need, we've compiled the latest updates from Form D filings into a concise...

In the competitive world of private equity, where timing and data accuracy are paramount, access to comprehensive and precise information often determines whether you secure or lose a valuable deal....

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...

As we move through the investment landscape, July brought a series of significant RFPs across various asset classes. From private equity and credit to emerging market equities and fixed income,...

In July, Dakota monitored around $6 billion across 78 investments. During this period, 36 distinct pension funds or entities reported their commitments. In this article we are going over the top...

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...

Over the past several years, the landscape of family office investing has undergone a significant transformation, reshaping the way wealth is managed and preserved across generations. What was once a...

In July, Dakota followed notable mergers and acquisitions including KKR's acquisition of Janney Montgomery Scott and Sequoia Financial Group's purchase of Karpas Strategies, contributing to a...

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...

The private markets landscape has experienced remarkable growth over the past few decades, becoming an essential component of the financial markets and a critical tool for investment sales managers....

In the investment management world, networking isn’t just an added bonus. It’s a critical component to success. Building and maintaining strong relationships with peers, clients, and potential...

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...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

In Q2 2024, public funds investors allocated nearly $38 billion to private funds, signaling a robust interest in alternative investments despite ongoing market uncertainties. While some skepticism...

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...

The RIA Channel is 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...

As the financial landscape continues to evolve, staying informed about new investment opportunities is crucial. In this blog, we bring you a comprehensive list of Request for Proposals (RFPs) that...

In June, the financial advisor and acquisition market saw heightened activity with major firms like LPL Financial, Raymond James, and RBC Wealth Management completing several high-profile deals. This...

As the investment industry landscape continues to evolve, the role of consultants remains pivotal in guiding institutional investors, pension funds, and endowments through complex markets. With the...

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...

In the complex world of investment sales, transparency and regulatory compliance are paramount - one of the key tools ensuring this transparency is Form ADV data. Form ADV is a comprehensive document...

In June, Dakota monitored around $18 billion across 171 investments. During this period, 55 distinct pension funds or entities reported their commitments. Investments included CalPERS Q4 commitments,...

In the first half of 2024, public plans have been actively seeking the expertise of investment consultants to navigate the ever-evolving financial landscape. Investment consultants play a crucial...

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...

For investment sales professionals, meetings are crucial. Getting your name in front of firms is just the beginning. To succeed as an investment firm, you need to schedule and secure those meetings....

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...

In the intricate world of investment management, making informed decisions is paramount. One of the essential tools for ensuring transparency and regulatory compliance is Form ADV. RIAs are required...

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...

Fundraising is a hard job. At Dakota, we deeply understand the intricacies of a salesperson's role, as we are immersed in the same business. It’s a profession that demands a plethora of tools for...

In the fast-paced world of investment management, staying ahead of industry trends and forging meaningful connections are crucial to your success. This is where networking conferences come into play,...

In the complex world of investment sales, transparency and regulatory compliance are paramount - one of the key tools ensuring this transparency is Form ADV data. Form ADV is a comprehensive document...

In the month of May, Dakota tracked a total of approximately $11.5 billion across 125 investments. 48 individual pension funds or entities reported commitments during the month. In this article we...

In the complex world of investment sales, transparency and regulatory compliance are paramount. One of the key tools ensuring this transparency is Form ADV. Form ADV is a comprehensive document that...

In May 2024, Dakota tracked significant activity in the financial advisor and RIA industry, driven by increased demand for personalized financial planning. LPL Financial led in transaction volume,...

So, you’re either looking to hire or you’ve just hired a new VP of Sales. The question is: are you hiring them to execute their sales process or your company sales process? This article is to make...

As the financial landscape continues to evolve, staying informed about new investment opportunities is crucial. Whether you are an investor, consultant, or a financial services provider, these...

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...

In order to 1x, 2x, 5, and 10x your fundraising efforts, there is one thing every investment sales professional should do: leverage their CRM. Dakota has been in the investment sales business since...

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...

In 2023, we observed a notable trend of public pensions investing heavily in venture capital funds. Despite a slight dip from the $8.5 billion tracked in 2022, public pensions still managed to funnel...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

In the fast-paced world of sales and distribution, staying organized and efficient is paramount. Enter the CRM system – a tool that has transformed the way businesses operate. We know there’s a lot...

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...

The RIA industry has experienced significant growth, particularly among large RIAs with assets over $1 billion, which now control more than 80% of RIA client assets. This dominance has led to...

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 -...

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...

Private equity has long been a powerful force in the investment world, driving growth, innovation, and value creation across a range of industries. For individual and institutional investors alike,...

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...

Embarking on a career in wealth management can seem daunting, especially within the complex and competitive fields of investment management and private equity. Internships serve as crucial building...

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...

In the first quarter of 2024, institutional investors demonstrated a notable increase in their commitment to real assets, with 47 investments amassing a total of $5.64 billion. This represents...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

In March, Dakota tracked significant activity in the financial advisor and RIA sectors, noting a trend towards the growth of independent channels and RIAs. The data highlighted a move away from...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

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...

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...

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...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

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 -...

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...

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...

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...

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...

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...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

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...

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 -...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

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 -...

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...

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...

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...

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...

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...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

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,...

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...

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...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

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...

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...

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...

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...

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...

Staying up to date and understanding public pension fund insights is critical for gaining investment industry knowledge and understanding fundraising trends. The insights in this article reveal...

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...

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...

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...

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...

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...

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...

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...

Attending conferences throughout the year is pivotal for investment sales professionals as these gatherings offer invaluable opportunities. From accessing cutting-edge market insights and emerging...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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)...

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)...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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:...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 -...

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...

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...

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...

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...

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...