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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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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Morgan Holycross, Marketing Manager | 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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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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Dakota | March 25, 2025

Investment RFPs Announced in February 2025

February was a bit slower on the investment RFPs front following a busy start to the year, as...

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Dakota | March 20, 2025

February 2025 Public Plan Commitment Summary

In February, Dakota tracked over $14.1B across 148 investments from 45 distinct pension funds or...

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Dakota | March 11, 2025

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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