March saw a welcome bounce-back in deal volume and AUM changing hands after a down February, though...
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RIA Insights
Morgan Holycross, Marketing Manager | March 27, 2025
If you’re in investment sales, you already know that targeting Registered Investment Advisors...
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Investment Insights
Dakota | March 25, 2025
February was a bit slower on the investment RFPs front following a busy start to the year, as...
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Dakota Marketplace
Dakota | March 20, 2025
In February, Dakota tracked over $14.1B across 148 investments from 45 distinct pension funds or...
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Investment Insights
Dakota | March 11, 2025
LPL again led the way in independent advisor recruiting volume in February, adding six teams...
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RIA Insights
Dakota | March 6, 2025
Perhaps a drop-off in RIA M&A was inevitable following a record fourth quarter and strong January...
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Investment Insights
Dakota | February 25, 2025
2025 got off to a busy start with Dakota tracking 13 investment RFPs issued in January,...
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