July 2024 Financial Advisor and RIA Moves and Acquisitions

In July, Dakota followed notable mergers and acquisitions including KKR's acquisition of Janney...

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Morgan Holycross, Marketing Manager | August 14, 2024

Top 10 Family Offices in Texas

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

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Morgan Holycross, Marketing Manager | August 13, 2024

Top Private Market Databases

The private markets landscape has experienced remarkable growth over the past few decades, becoming...

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Morgan Holycross, Marketing Manager | August 8, 2024

The Power of World-Class Networking Events: A Conversation with Gui Costin and Dustin Sullivan

In the investment management world, networking isn’t just an added bonus. It’s a critical component...

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Morgan Holycross, Marketing Manager | August 7, 2024

Top 10 Family Offices in California

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

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Morgan Holycross, Marketing Manager | August 6, 2024

Top Family Office Conferences to Attend in 2024

Attending conferences throughout the year is pivotal for investment sales professionals as these...

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Dakota | August 2, 2024

July New Fund Launches

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

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