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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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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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 | 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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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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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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