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Investment Insights Morgan Holycross, Marketing Manager | July 22, 2025

Why 401(k) Plans Are the Next Big Opportunity for Investment Sales in 2025

In the world of investment sales, growth is the name of the game Right now, defined contribution...

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Investment Insights Peter Harris, Investment Research Associate | July 17, 2025

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Dakota Marketplace Morgan Holycross, Marketing Manager | July 15, 2025

June 2025 Continuation Vehicle Report | Top PE Secondary Funds

Continuation vehicles have rapidly evolved from a niche solution into a central feature of the...

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Dakota Marketplace Dakota | July 10, 2025

Public Plan Commitment Summary – June 2025 Allocations Report

In June, Dakota tracked nearly $36B across 203 investments from 46 distinct pension funds or...

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RIA Insights Dakota | July 8, 2025

What Happened in the RIA Channel in June 2025?

RIA M&A deal volume and acquired AUM roughly doubled in July compared to June, with Dakota tracking...

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Dakota Marketplace Dakota | July 3, 2025

Financial Advisor Moves & Other People News: June 2025

Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...

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RIA Insights Morgan Holycross, Marketing Manager | July 1, 2025

New RIAs and Investment Firms from May 2025 | RIA Launches

We are pleased to present the Monthly Report of Newly Formed RIAs - May 2025. We are continuously...

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