In July, Dakota monitored around $6 billion across 78 investments. During this period, 36 distinct...
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Investment Insights
Morgan Holycross, Marketing Manager | August 21, 2024
In the world of wealth management, family offices represent the pinnacle of personalized wealth...
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RIA Insights
John Washington, Data Research Analyst | August 15, 2024
In July, Dakota followed notable mergers and acquisitions including KKR's acquisition of Janney...
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Investment Insights
Morgan Holycross, Marketing Manager | August 14, 2024
In the world of wealth management, family offices represent the pinnacle of personalized wealth...
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Technology
Morgan Holycross, Marketing Manager | August 13, 2024
The private markets landscape has experienced remarkable growth over the past few decades, becoming...
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Investment Insights
Morgan Holycross, Marketing Manager | August 7, 2024
In the world of wealth management, family offices represent the pinnacle of personalized wealth...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | August 6, 2024
Attending conferences throughout the year is pivotal for investment sales professionals as these...
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