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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 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, Marketing Manager | March 27, 2025
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
While many know Philadelphia is a city rich in culture, food, and sports, some may not appreciate...
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Investment Insights
Dakota | March 25, 2025
February was a bit slower on the investment RFPs front following a busy start to the year, as...
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Dakota Marketplace
Dakota | March 20, 2025
In February, Dakota tracked over $14.1B across 148 investments from 45 distinct pension funds or...
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Investment Insights
Dakota | March 11, 2025
LPL again led the way in independent advisor recruiting volume in February, adding six teams...
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