Blogs By Dakota

| December 4, 2025

Top RIA Channel Updates in November 2025 | Key Insights

The momentum of a record-breaking year for RIA M&A activity continued in November, as Dakota...

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| December 2, 2025

November 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most November advisor transitions with 20 moves totaling at least $25.6B in...

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| November 10, 2025

Top Investment RFPs from October 2025 | Key Insights

For the month of October, Dakota tracked 20 investment RFPs issued by public pensions from Europe...

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| November 7, 2025

Top Public Plan Commitments in October 2025 | Allocation Insights

In October, Dakota tracked nearly $20B in newly disclosed commitments across 218 investments from...

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| November 6, 2025

October 2025 RIA Channel Updates | Key Insights

There was no break in the action in October following a record third quarter for RIA M&A activity,...

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| November 4, 2025

October 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most October advisor transitions with 28 moves totaling at least $7.0B in...

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