Top RIAs Firms in the Charlotte Metro Area

The RIA Channel is one of the most dynamic and fast growing channels for investment firms to sell...

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Koncheng Moua, Director of Data Management and Strategy | July 23, 2024

Investment RFPs Announced in June 2024

As the financial landscape continues to evolve, staying informed about new investment opportunities...

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John Washington, Data Research Analyst | July 18, 2024

June 2024 Financial Advisor and RIA Moves and Acquisitions

In June, the financial advisor and acquisition market saw heightened activity with major firms like...

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Morgan Holycross, Marketing Manager | July 17, 2024

Top 15 Consultants to Watch in 2024

As the investment industry landscape continues to evolve, the role of consultants remains pivotal...

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Gui Costin, Founder, CEO | July 16, 2024

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,...

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Morgan Holycross, Marketing Manager | July 11, 2024

The Top Form ADV Features in Dakota Marketplace

In the complex world of investment sales, transparency and regulatory compliance are paramount -...

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Koncheng Moua, Director of Data Management and Strategy | July 10, 2024

June 2024 Public Plan Commitment Summary

In June, Dakota monitored around $18 billion across 171 investments. During this period, 55...

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