Dakota Learning Center

Private market investing is expanding rapidly, offering new opportunities and potential for growth. However, accessing accurate, real-time information on private funds remains a significant...

Emerging managers often face the challenge of growing their businesses on limited budgets, and Dakota’s Emerging Manager Growth Show is designed specifically to help. Hosted by Dakota’s CEO and...

Boston is not only one of the most culturally significant cities in the country, but it plays a major role in shaping this country’s finance scene. Its proximity to some of the strongest universities...

If you’re a fundraiser raising capital across borders, one questions matters more than any other: Who should I be reaching out to today? Without a clean, up-to-date database of investor contacts,...

In March, Dakota tracked 17 RFPs launched by 15 distinct institutional investors, ranging across public equities, real assets, real estate, private credit, and fixed income manager searches, for...

New York City’s status as the mecca for finance makes it a great environment for private equity firms and capital growth. Access to capital, strong talent pool, tight network, and robust investment...

In March, Dakota tracked over $21.9B across 182 investments from 48 distinct pension funds or entities disclosing their commitments. In this article, we highlight the top allocators and allocations...

Raymond James broke LPL's recent run, leading the way in independent advisor recruitment in March with the addition of nine teams bringing $2.8B in managed client assets. Taking a little bit of the...

Pittsburgh is a great place for capital growth. Its central location, technological infrastructure, robust universities, affordability, and popularity among big businesses helps it stand out. This...

March saw a welcome bounce-back in deal volume and AUM changing hands after a down February, though one blockbuster deal may have papered over the cracks a bit. Dakota tracked 28 RIA M&A-related deal...

If you’re in the business of fundraising, you already know that RIAs (Registered Investment Advisors) are one of the most important channels to tap into. With trillions of dollars in assets under...

The state of Ohio is booming. Its favorable tax and regulatory environment has made it a corporate relocation magnet and an amazing place to do business. Ohio’s reasonable cost of living is another...

In the investment world, time is everything. Whether you’re an emerging fund manager, institutional asset manager, or capital raiser, every second you spend chasing down emails, searching for...

If you’re in investment sales, you already know that targeting Registered Investment Advisors (RIAs) isn’t just about finding names—it’s about finding the right advisors at the right firms who are...

While many know Philadelphia is a city rich in culture, food, and sports, some may not appreciate the vibrant private equity scene it boasts. Its central location and eclectic economy make it an area...

February was a bit slower on the investment RFPs front following a busy start to the year, as Dakota tracked seven new searches with potential allocations exceeding $1.9B across both international...

In February, Dakota tracked over $14.1B across 148 investments from 45 distinct pension funds or entities disclosing their commitments. In this article, we highlight the top allocators and...

Baltimore is more than just a historic port city—it is also a growing hub for private equity (PE) investment. With its strategic location along the East Coast, a strong network of institutional...

Evergreen funds are making waves in the investment world, offering a flexible, long-term alternative to traditional private market funds. If you've ever been frustrated by the rigid timelines and...

As SuperReturn Private Credit Europe & SuperReturn Secondaries Europe 2025 concluded, key themes emerged that are reshaping the landscape of private markets. With institutional capital flows slowing...

Sure, performance metrics, fund size, and historical returns are essential. But if you’re making decisions based on numbers alone, you’re missing the bigger picture. Numbers tell you what happened....

Washington, D.C. is not just the political capital of the United States - it is also a key financial hub, particularly in the private equity (PE) space. The city’s strategic location, proximity to...

LPL again led the way in independent advisor recruiting volume in February, adding six teams managing a combined $4B in client assets, roughly equal to its January haul of seven teams managing $4.1B....

In the month of February, Dakota tracked approximately $27B in fresh fundraising targeted for private equity – inclusive of buyouts, growth equity, and venture capital – and roughly $12B in new...

Perhaps a drop-off in RIA M&A was inevitable following a record fourth quarter and strong January in which Dakota tracked a record 43 deal announcements representing approximately $338.3B in client...

Nashville has emerged as a rising force in private equity. The city’s business-friendly environment and steady deal flow have attracted both established firms and emerging players, shaping its...

Private investments have exploded in recent years, and with that growth comes a new challenge: how to make sense of an increasingly crowded and complex private market. For due diligence analysts,...

Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like an uphill battle. It’s easy to get overwhelmed, distracted, and sometimes even frustrated by the...

Charlotte has emerged as a hub for private equity activity, attracting top-tier firms that leverage the city’s strong economic foundation, diverse industries, and strategic Southeastern location....

2025 got off to a busy start with Dakota tracking 13 investment RFPs issued in January, representing nearly $3.9B in potential allocations across international and domestic equities and fixed income,...

Let’s be real: private fund investing can feel like herding cats while juggling chainsaws. You’re trying to track funds, evaluate strategies, and still somehow stay sane. We’ve been there – knee-deep...

Atlanta has emerged as a hub for private equity activity, attracting top-tier firms that leverage the city’s strong economic foundation, diverse industries, and strategic Southeastern location. With...

In January, Dakota tracked over $14.46B across 161 investments from 46 distinct pension funds or entities disclosing their commitments. In this article we are going over the top allocators,...

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in the CRM, it didn’t happen.” A well-managed CRM does more than just store data – it enhances data...

Miami has rapidly evolved into a powerhouse for private equity activity, attracting top-tier firms that leverage the city’s strategic location as a global gateway and its business-friendly...

The new year got off to a strong start in January, continuing last quarter’s momentum, especially when it came to RIA M&A deals, while private equity investment activity in the space picked up and...

The private equity secondaries market has been growing at a remarkable pace, becoming one of the most dynamic and sophisticated segments of private equity. What’s behind this rapid growth? It’s a...

Institutional investors remained highly active in private real estate throughout Q4 2024, with top consultants guiding significant capital commitments across U.S. public pension and retirement...

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of fundraising. You’ve just finished a great pitch, your mind is already racing to the next opportunity, and the...

In investment sales, fundraisers often face what I call the “Problem of Eighteen Months.” New hires have about eighteen months to prove their worth – to establish relationships, secure funds, and...

Let’s be honest: researching private funds can feel like trying to juggle flaming torches while solving a Rubik’s Cube. You’re tracking down fund managers, comparing strategies, and somehow keeping...

Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with your boss—or worse, a client—without a clear answer on where you stand with a key account. Trust me,...

Emerging managers often face the challenge of growing their businesses on limited budgets, and Dakota’s Emerging Manager Growth Show is designed specifically to help. Hosted by Dakota’s CEO and...

Institutional investors across the U.S. have maintained a strong focus on private credit allocations throughout Q4 2024, with consultants playing a pivotal role in directing these commitments. Major...

The last month of 2024 saw a considerable number of RFPs issued by institutional investors across both international and domestic fixed income and equities, as well as real assets. In December,...

In December, Dakota tracked over $7.2B across 105 investments from 40 distinct pension funds or entities disclosing their commitments. In this article we are going over the top allocators,...

Healthcare investing in private markets has continued to evolve, shaped by long-term structural drivers and recent innovations. Demographic trends, such as the aging population and the rising...

Let’s be honest. Nobody likes awkward moments in meetings. The “let’s circle back” line. The silent nods. The polite smiles that mean absolutely nothing. It’s all part of the game, but it’s time we...

A bumper fourth quarter made for a record-breaking 2024 on the RIA M&A front, while independent advisors continued to move at a brisk pace, and though private equity-backed RIA investments cooled a...

Institutional investors across the U.S. have maintained a strong focus on private equity allocations throughout Q4 2024, with consultants playing a pivotal role in directing these commitments. Major...

Keeping a pulse on new fund launches is key to spotting market opportunities early. This month’s roundup features highlights from recent Form D filings, showcasing activity across private equity,...

If you’re in investment sales, you already know the truth: Nobody loves cold outreach. Sure, we love the idea of meeting new people, making connections, and bringing in the big bucks… …but hearing...

If you’re in investment sales, you’ve probably had this conversation: You’re in a meeting with your CEO, Portfolio Manager, or CIO, and they hit you with the big question: “So, how soon do you think...

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects, you’re buried in research. Who should you call? Where’s their contact info? By the time you figure it...

In November, Dakota tracked over $20.3 billion across 133 investments. Throughout this time, 37 distinct pension funds or entities disclosed their commitments. In this article we are going over the...

Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about anything else. In fact, most investment sales pros have a love-hate relationship with their CRM....

If you’ve ever found yourself sifting through the SEC’s website in search of Registered Investment Adviser (RIA) data, you know it’s not exactly a walk in the park. The process can be clunky,...

Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not only for transaction volume – 37 by Dakota’s count, surpassing the previous high of 31 deals in January...

Keeping tabs on new fund launches is essential for staying ahead. This month, we've highlighted a selection of notable funds from recent Form D filings, spanning private equity, private credit, real...

Emerging managers often face the challenge of growing their businesses on limited budgets, and Dakota’s Emerging Manager Growth Show is designed specifically to help. Hosted by Dakota’s CEO and...

Let’s be real, if there’s one thing investment salespeople universally dread, it’s logging meetings into a CRM. It’s tedious, time-consuming, and feels like it pulls you away from the “real” work of...

Attending investment industry conferences is more than just a chance to network; it's an opportunity to gain valuable insights, stay ahead of emerging trends, and build connections that can shape...

Since 2010, private equity has seen remarkable growth, fueled by increased investor demand, favorable market conditions, and a surge in available capital. What was once considered a niche investment...

Family offices play a vital role in managing the financial, operational, and personal priorities of ultra-high-net-worth families. Beyond wealth management, they are crucial in preserving family...

October brought another active month in the institutional investment landscape, with RFPs spanning diverse asset classes and geographies. From large-scale passive U.S. equity mandates to niche...

In October, Dakota tracked over $9.6 billion across 128 investments. Throughout this time, 54 distinct pension funds or entities disclosed their commitments. In this article we are going over the top...

As an asset manager, you’re constantly navigating the delicate balance of driving performance while maintaining open, honest communication with clients. In an industry where transparency is key,...

Institutional investors have maintained a strong focus on private infrastructure and real assets, with consultants playing a pivotal role in shaping these strategies. Across U.S. public pensions and...

In the investment world, putting yourself out there can feel intimidating. The fear of rejection is something we all face. But the reality is, success often comes from taking that leap and ensuring...

Emerging managers often face the challenge of growing their businesses on limited budgets, and Dakota’s Emerging Manager Growth Show is designed specifically to help. Hosted by Dakota’s CEO and...

The M&A floodgates opened in October, with Dakota tracking 37 outright acquisitions – by all accounts a record monthly haul – involving over $255B in client assets, along with a handful of...

In the past decade, three sectors have emerged as promising growth opportunities for private investments: artificial intelligence (AI), digital infrastructure, and the energy transition. Each of...

Imagine this: you log into Salesforce, run a quick report on all the RIAs in Boston, and instantly see where you stand with each one. No guesswork, no manual filtering – just a clear view of your...

In the ever-evolving asset management landscape, staying updated on fresh market entries and competitive trends is crucial. This month, we've gathered a selection of new fund launches based on recent...

Many companies invest thousands, if not hundreds of thousands, of dollars into CRM systems like Salesforce. It’s a logical move: CRMs promise to streamline processes, provide actionable insights, and...

Family offices are increasingly transforming into highly sophisticated investment entities, with many now hiring in-house experts to manage their growing portfolios of alternative assets. This shift...

If you're in institutional sales selling to public pension funds or consultants, you’ve probably experienced the frustration of trying to keep up with public pension fund activity. It’s not uncommon...

Attending investment industry conferences is more than just a chance to network; it's an opportunity to gain valuable insights, stay ahead of emerging trends, and build connections that can shape...

In the competitive world of private markets, having access to comprehensive and accurate performance data is crucial. For allocators, having access to detailed insights on fund performance are...

In recent months, real estate has continued to attract significant attention from institutional investors, with consultants playing a crucial role in shaping these allocation strategies. Across...

As we navigated through September, the investment landscape continued to see a diverse array of RFPs from institutional investors across different asset classes. From global equity mandates and...

Attending investment industry conferences is more than just a chance to network; it's an opportunity to gain fresh insights, stay ahead of emerging trends, and build meaningful connections that can...

In September, Dakota tracked over $14.7 billion across 140 investments. Throughout this time, 50 distinct pension funds or entities disclosed their commitments. In this article we are going over the...

In recent months, institutional investors have continued to emphasize private equity allocations, with consultants playing a key role in guiding these decisions. Across U.S. public pension and...

The RIA space is a goldmine for investment sales professionals, offering boundless opportunities to raise capital. With their independent structure and fiduciary obligations, RIAs have the...

September 2024 saw ongoing themes of targeted advisor recruitment and strategic firm acquisitions driven by platform technology and infrastructure efficiencies, access to high-net-worth client...

Emerging managers often face the challenge of growing their businesses on limited budgets, and Dakota’s Emerging Manager Growth Show is designed specifically to help. Hosted by Dakota’s CEO and...

In the fast-paced world of investment sales, one thing remains crystal clear: You can’t raise money without first getting a meeting. Meetings are the backbone of capital raising, yet with inboxes...

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...