Investment RFPs Announced in June 2024

As the financial landscape continues to evolve, staying informed about new investment opportunities...

Read More
John Washington, Data Research Analyst | July 18, 2024

June 2024 Financial Advisor and RIA Moves and Acquisitions

In June, the financial advisor and acquisition market saw heightened activity with major firms like...

Read More
Morgan Holycross, Marketing Manager | July 17, 2024

Top 15 Consultants to Watch in 2024

As the investment industry landscape continues to evolve, the role of consultants remains pivotal...

Read More
Gui Costin, Founder, CEO | July 16, 2024

The True Cost of Clean Investment Sales Data: A Breakdown

As a salesperson or a sales leader, you have one enemy greater than all the others. Sure,...

Read More
Morgan Holycross, Marketing Manager | July 11, 2024

The Top Form ADV Features in Dakota Marketplace

In the complex world of investment sales, transparency and regulatory compliance are paramount -...

Read More
Koncheng Moua, Director of Data Management and Strategy | July 10, 2024

June 2024 Public Plan Commitment Summary

In June, Dakota monitored around $18 billion across 171 investments. During this period, 55...

Read More
Koncheng Moua, Director of Data Management and Strategy | July 9, 2024

First Half of 2024 Investment Consultant Searches & Hires

In the first half of 2024, public plans have been actively seeking the expertise of investment...

Read More
Prev 17 18 19 20 21 Next