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For deal sourcers, staying current on private company activity is critical to spotting active...
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May 4, 2026
RIA Insights
Dakota | June 9, 2026
Consolidation in the RIA space kept up its hot pace in May, with Dakota tracking 38 announced US...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | June 9, 2026
Plans above $25B average roughly 37% of their portfolios in alternatives. That figure is up from...
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RIA Insights
Dakota | June 9, 2026
The Northeast led May advisor transitions with 23 moves totaling approximately $17.5B in disclosed...
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Dakota Marketplace
Cate Costin, Marketing Associate | June 8, 2026
Tracking when private companies are nearing a sale, recap, or financing event has always been a...
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RIA Insights
Cate Costin, Marketing Associate | June 8, 2026
The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | June 8, 2026
Each week, we review the latest Form D filings submitted to the U.S. Securities and Exchange...
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