As November wrapped up, Dakota tracked a total of 34 transactions. With the markets calming down a...
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RIA Insights
Morgan Holycross, Marketing Manager | December 7, 2023
RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | November 30, 2023
CRMs are the lifeline to any investment firm. From data integrity to better client service, they...
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Technology
Morgan Holycross, Marketing Manager | November 28, 2023
Anyone in investment sales knows the importance of having a clean, up-to-date database for your...
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Investment Insights
Koncheng Moua, Director of Data Management and Strategy | November 21, 2023
Staying up to date and understanding public pension fund insights is critical for gaining...
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RIA Insights
John Washington, Data Research Analyst | November 16, 2023
October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As...
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Sales Best Practices
Gui Costin, Founder, CEO | November 14, 2023
Cold calling is an intimidating task, especially if you haven’t made any before. As a salesperson,...
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