What Happened in the RIA Channel in June 2025?

RIA M&A deal volume and acquired AUM roughly doubled in July compared to June, with Dakota tracking...

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Dakota | July 3, 2025

Financial Advisor Moves & Other People News: June 2025

Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...

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Morgan Holycross, Marketing Manager | July 1, 2025

New RIAs and Investment Firms from May 2025 | RIA Launches

We are pleased to present the Monthly Report of Newly Formed RIAs - May 2025. We are continuously...

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Morgan Holycross, Marketing Manager | June 26, 2025

The Real Challenge in Private Equity: Deal Sourcing in 2025

If you’ve ever tried to keep tabs on sponsor-backed portfolio companies, you know the drill. You’re...

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Morgan Holycross, Marketing Manager | June 24, 2025

Top 5 Private Company Deal Sourcing Databases used by Private Equity Firms

In today’s private equity landscape, finding the right deal is harder (and more important) than...

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Dakota | June 19, 2025

Who Issued Investment RFPs in May 2025? | Mandate Tracker

For the month of May, Dakota tracked 12 institutional investors issuing 14 total investment RFPs...

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Morgan Holycross, Marketing Manager | June 17, 2025

Buy vs. Build Strategy for Private Equity & Venture Capital

Private equity firms today are under more pressure than ever to find off-market deals and manage a...

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