October 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most October advisor transitions with 28 moves totaling at least $7.0B in...

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Morgan Holycross, Marketing Manager | November 4, 2025

Large-Cap & Specialist Funds: Winning Capital in 2025

If it feels like institutional capital is harder to lock down this year, you’re not wrong....

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Cate Costin, Marketing Associate | November 4, 2025

Top 10 Transactions October 27 - 31, 2025

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

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Dakota Research | November 4, 2025

Kimberly-Clark Acquires Kenvue for $48.7B: How the Merger Reshapes Global Consumer Health

In one of the largest consumer-health transactions recently, Kimberly-Clark announced it will...

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Morgan Holycross, Marketing Manager | November 4, 2025

Top RIAs in Major Metro Areas 2025

RIAs are one of the most dynamic and fast growing channels for investment firms to call on when...

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Peter Harris, Investment Research Associate | November 4, 2025

Top SBIC Fund Launches of 2025: The Next Wave of Lower Middle Market Capital

The SBIC program remains one of the most underappreciated engines of U.S. private capital, a proven...

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Morgan Holycross, Marketing Manager | November 3, 2025

How Sovereign Wealth Funds and Strategics Are Fueling Deep Tech and Defense

For anyone raising capital in venture, growth, or infrastructure, the landscape is changing....

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