May 2023 Public Plan Commitment Summary

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...

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skyline Manfred Kanther, Manager of Strategic Initiatives | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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skyline Manfred Kanther, Manager of Strategic Initiatives | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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skyline Manfred Kanther, Manager of Strategic Initiatives | April 26, 2023

March 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...

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dakota marketplace features Amy Sariego, Director of Content Marketing | April 14, 2023

3 Ways to Make the Most of Your Dakota Marketplace Free Trial

As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but...

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Amy Sariego, Director of Content Marketing | March 31, 2023

How to Change Data Providers: 5 Things You Can Do for Success

If you’ve ever gone through the process of bringing a new software or data platform onboard at your...

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Manfred Kanther, Manager of Strategic Initiatives | March 30, 2023

Q4 2022 13F High-Level Asset Class Update

Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur...

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