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RIA Insights Dakota | June 5, 2025

What Happened in the RIA Channel in May 2025? Key Moves & Updates

The month to month ups and downs in RIA M&A deal flows continued in May, with deal volume dipping...

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RIA Insights Dakota | June 3, 2025

May 2025 Financial Advisor Moves: Who Changed Firms This Month?

Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...

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Dakota Marketplace Morgan Holycross | May 29, 2025

Why Your CRM Isn’t Enough for Deal Sourcing

If you're part of a business development or origination team in private credit, chances are you’ve...

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Dakota Marketplace Morgan Holycross | May 28, 2025

Private Fund Due Diligence Guide for Investment Teams

Due diligence – the necessary evil of private fund investing. It’s the part of the job that makes...

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Dakota Marketplace Morgan Holycross | May 27, 2025

Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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Investment Insights Dakota | May 15, 2025

Investment RFPs Announced in March 2025

In March, Dakota tracked 17 RFPs launched by 15 distinct institutional investors, ranging across...

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Dakota Marketplace Dakota | May 13, 2025

April 2025 Public Plan Commitments | Allocation Summary

In April, Dakota tracked over $14B across 162 investments from 48 distinct pension funds or...

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