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,...

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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 -...

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Dakota | July 10, 2024

June 2024 Public Plan Commitment Summary

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

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Dakota | 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...

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Morgan Holycross, Marketing Manager | July 3, 2024

Top Family Offices in Latin America

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

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Morgan Holycross, Marketing Manager | July 2, 2024

How to Use City Scheduling For Investment Sales Success

For investment sales professionals, meetings are crucial. Getting your name in front of firms is...

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Dakota | June 28, 2024

June New Fund Launches

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

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