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RIA Insights Dakota | June 3, 2025

May 2025 Financial Advisor Moves: Who Changed Firms This Month?

Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...

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Dakota Marketplace Morgan Holycross, Marketing Manager | May 29, 2025

Why Your CRM Isn’t Enough for Deal Sourcing

If you're part of a business development or origination team in private credit, chances are you’ve...

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Dakota Marketplace Morgan Holycross, Marketing Manager | May 27, 2025

Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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Investment Insights Dakota | May 15, 2025

Investment RFPs Announced in March 2025

In March, Dakota tracked 17 RFPs launched by 15 distinct institutional investors, ranging across...

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Dakota Marketplace Dakota | May 13, 2025

April 2025 Public Plan Commitments | Allocation Summary

In April, Dakota tracked over $14B across 162 investments from 48 distinct pension funds or...

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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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