The Top Family Offices in France

In the world of wealth management, family offices represent the pinnacle of personalized wealth...

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Gui Costin, Founder, CEO | March 12, 2024

A Guide to the 7 Best Practices for Interviewing for an Investment Sales Job

Navigating the world of sales job interviews can often feel like an art form, a delicate balance...

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Koncheng Moua, Director of Data Management and Strategy | March 8, 2024

New Fund Launches for the Second Half of February

In the fast-paced world of asset management, staying abreast of industry trends and competitor...

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Morgan Holycross, Marketing Manager | March 7, 2024

Top 10 Real Estate Conferences to Attend in 2024

There are many real estate conferences that are worth attending. Below is a list of 10 conferences...

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John Washington, Data Research Analyst | March 6, 2024

February 2024 Financial Advisor and RIA Moves and Acquisitions

As February draws to an end, Dakota recorded a total of 32 transactions. Despite the month's...

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Morgan Holycross, Marketing Manager | March 5, 2024

Creating a Repeatable, Successful Sales Process: Principle 3 - Know What to Say

In the dynamic world of sales, success hinges on more than just ambition and persistence; it...

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Koncheng Moua, Director of Data Management and Strategy | February 29, 2024

Top 10 Most Allocated Real Estate Funds of 2023

In 2023, Dakota tracked approximately 216 investments in private real estate strategies totaling...

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