We are pleased to present the Monthly Report of Recently Registered RIAs - June 2025. We are...
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Technology
Gui Costin, Founder, CEO | July 24, 2025
At Dakota, our mission has always been to make investment professionals more efficient, better...
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Dakota Marketplace
Dakota | July 24, 2025
For the month of June, Dakota tracked 10 investment RFPs from eight distinct pensions, representing...
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Dakota Marketplace
Peter Harris, Investment Research Associate | July 23, 2025
St. Louis offers a uniquely compelling environment for capital markets activity, thanks to its...
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Investment Insights
Morgan Holycross, Marketing Manager | July 22, 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
Just a few years ago, the idea of accessing private equity through a 401(k) seemed far-fetched. But...
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RIA Insights
Morgan Holycross, Marketing Manager | July 17, 2025
Over the past several years, the RIA industry has seen a dramatic rise in mergers and acquisitions,...
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