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RIA Insights Peter Harris, Investment Research Associate | June 23, 2026

Closed-End Fund Distribution: How to Use 13F Data to Find Your Best RIA Prospects

A plain-English guide to identifying which RIAs are already buying closed-end funds — and how to...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 23, 2026

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Investment Insights Morgan Holycross, Marketing Manager | June 23, 2026

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RIAs now hold nearly $4 trillion in ETF assets, representing 38.5% of total U.S. ETF assets,...

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Technology Morgan Holycross, Marketing Manager | June 23, 2026

CRM vs. Data Platform: What's the Difference for Asset Managers?

Every asset manager hits the same question at some point: do we need a CRM, or do we need a...

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Dakota Marketplace Cate Costin, Marketing Associate | June 23, 2026

Top 10 Transactions (June 15 - 19, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 23, 2026

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