December 2024 Financial Advisor Moves and RIA Acquisitions

A bumper fourth quarter made for a record-breaking 2024 on the RIA M&A front, while independent...

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Koncheng Moua, Director of Data Management and Strategy | January 8, 2025

Consultant Led Private Equity Allocations in Q4 2024

Institutional investors across the U.S. have maintained a strong focus on private equity...

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Koncheng Moua, Director of Data Management and Strategy | January 7, 2025

December 2024 New Fund Launches

Keeping a pulse on new fund launches is key to spotting market opportunities early. This month’s...

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Gui Costin, Founder, CEO | January 2, 2025

The Magic of 25 Asks a Day: Why Consistency (and Rejection) Will Set You Up For Investment Sales Success

If you’re in investment sales, you already know the truth: Nobody loves cold outreach. Sure, we...

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Morgan Holycross, Marketing Manager | December 19, 2024

How to Create a Sales Plan that Sets You Up for Success

If you’re in investment sales, you’ve probably had this conversation: You’re in a meeting with your...

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Morgan Holycross, Marketing Manager | December 18, 2024

The Top Institutional Investor Databases for 2025

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...

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Koncheng Moua, Director of Data Management and Strategy | December 17, 2024

November 2024 Public Plan Commitment Summary

In November, Dakota tracked over $20.3 billion across 133 investments. Throughout this time, 37...

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