Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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Blogs By Morgan Holycross, Marketing Manager

| August 25, 2025

Top RIAs in New York City | Guide for 2025

RIAs are one of the most dynamic and fast growing channels for investment firms to call on when...

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| August 25, 2025

Top RIAs in Los Angeles | Guide for 2025

RIAs are one of the most dynamic and fast growing channels for investment firms to call on when...

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| August 22, 2025

Top Databases Private Equity Firms Use to Source Sponsor-Owned Healthcare Companies

Private equity firms and deal teams know that healthcare is one of the most attractive sectors for...

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| August 19, 2025

How to Access 401(k) Plan Consultants

Here’s a number that’ll grab you: As of Q1 2025, defined contribution plans, primarily 401(k)s,...

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| July 22, 2025

Why 401(k) Plans Are the Next Big Opportunity for Investment Sales in 2025

In the world of investment sales, growth is the name of the game Right now, defined contribution...

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| July 17, 2025

Best RIA Aggregators for Advisors & Asset Managers in 2025

Over the past several years, the RIA industry has seen a dramatic rise in mergers and acquisitions,...

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