February 2025 Advisor Moves and Updates

LPL again led the way in independent advisor recruiting volume in February, adding six teams...

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Dakota | March 7, 2025

Dakota February 2025 New Private Funds Tracker

In the month of February, Dakota tracked approximately $27B in fresh fundraising targeted for...

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Dakota | March 6, 2025

February 2025 RIA Deals

Perhaps a drop-off in RIA M&A was inevitable following a record fourth quarter and strong January...

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Alex deMarco, Investment Research Analyst | March 5, 2025

The Top 10 Private Equity Firms in Nashville

Nashville has emerged as a rising force in private equity. The city’s business-friendly environment...

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Morgan Holycross, Marketing Manager | February 27, 2025

Why Finding Qualified Prospects for Fundraising Matters

Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like...

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Chris LeRoy, Director of Investment Research | February 26, 2025

The Top 10 Private Equity Firms in Charlotte

Charlotte has emerged as a hub for private equity activity, attracting top-tier firms that leverage...

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Dakota | February 25, 2025

Investment RFPs Announced in January 2025

2025 got off to a busy start with Dakota tracking 13 investment RFPs issued in January,...

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