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Blogs By Dakota

RIA Insights | June 3, 2025

May 2025 Financial Advisor Moves: Who Changed Firms This Month?

Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...

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Investment Insights | May 15, 2025

Investment RFPs Announced in March 2025

In March, Dakota tracked 17 RFPs launched by 15 distinct institutional investors, ranging across...

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Dakota Marketplace | May 13, 2025

April 2025 Public Plan Commitments | Allocation Summary

In April, Dakota tracked over $14B across 162 investments from 48 distinct pension funds or...

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RIA Insights | May 8, 2025

April 2025 Financial Advisor Moves | RIA Updates

For the second month in a row, Raymond James was the most active advisor recruiter, adding nine...

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RIA Insights | May 6, 2025

April 2025 RIA Activity | Advisor Moves & Firm Updates

RIA M&A deal volume in April remained strong, with Dakota tracking 31 new transactions during the...

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Dakota Marketplace | April 15, 2025

March 2025 Public Plan Commitment Summary

In March, Dakota tracked over $21.9B across 182 investments from 48 distinct pension funds or...

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