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RIA Insights Dakota | March 6, 2025

February 2025 RIA Deals

Perhaps a drop-off in RIA M&A was inevitable following a record fourth quarter and strong January...

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Investment Insights Dakota | February 25, 2025

Investment RFPs Announced in January 2025

2025 got off to a busy start with Dakota tracking 13 investment RFPs issued in January,...

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Dakota Marketplace Dakota | February 18, 2025

January 2025 Public Plan Commitment Summary

In January, Dakota tracked over $14.46B across 161 investments from 46 distinct pension funds or...

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Dakota Marketplace Morgan Holycross, Marketing Manager | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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RIA Insights Dakota | February 11, 2025

January 2025 Financial Advisor Moves and RIA Acquisitions

The new year got off to a strong start in January, continuing last quarter’s momentum, especially...

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