What Happened in the RIA Channel in May 2025? Key Moves & Updates

The month to month ups and downs in RIA M&A deal flows continued in May, with deal volume dipping...

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Dakota | 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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Morgan Holycross, Marketing Manager | May 29, 2025

Why Your CRM Isn’t Enough for Deal Sourcing

If you're part of a business development or origination team in private credit, chances are you’ve...

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Morgan Holycross, Marketing Manager | May 28, 2025

Private Fund Due Diligence Guide for Investment Teams

Due diligence – the necessary evil of private fund investing. It’s the part of the job that makes...

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Morgan Holycross, Marketing Manager | May 27, 2025

Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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Morgan Holycross, Marketing Manager | May 20, 2025

Why the First Two Minutes of Your Meeting Matter Most

You’ve done the work. You’ve nailed your city scheduling, sent out your carefully crafted cold...

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Dakota | 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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