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RIA Insights Dakota | May 8, 2025

April 2025 Financial Advisor Moves | RIA Updates

For the second month in a row, Raymond James was the most active advisor recruiter, adding nine...

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RIA Insights Dakota | May 6, 2025

April 2025 RIA Activity | Advisor Moves & Firm Updates

RIA M&A deal volume in April remained strong, with Dakota tracking 31 new transactions during the...

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Dakota Marketplace Dakota | April 15, 2025

March 2025 Public Plan Commitment Summary

In March, Dakota tracked over $21.9B across 182 investments from 48 distinct pension funds or...

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Investment Insights Dakota | April 10, 2025

March 2025 Financial Advisor Moves and Updates

Raymond James broke LPL's recent run, leading the way in independent advisor recruitment in March...

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RIA Insights Dakota | April 8, 2025

March 2025 RIA & M&A Activity

March saw a welcome bounce-back in deal volume and AUM changing hands after a down February, though...

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RIA Insights Morgan Holycross | March 27, 2025

The Best RIA Software to Generate Leads

If you’re in investment sales, you already know that targeting Registered Investment Advisors...

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Dakota Marketplace Chris LeRoy, Director of Investment Research | March 26, 2025

Top Private Equity Firms in Philadelphia: 2026 Guide

While many know Philadelphia is a city rich in culture, food, and sports, some may not appreciate...

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