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Investment Insights Dakota | June 19, 2025

Who Issued Investment RFPs in May 2025? | Mandate Tracker

For the month of May, Dakota tracked 12 institutional investors issuing 14 total investment RFPs...

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Investment Insights Morgan Holycross, Marketing Manager | June 10, 2025

How to Raise Capital in the Middle East: A Guide for Fundraisers

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RIA Insights Dakota | June 3, 2025

May 2025 Financial Advisor Moves: Who Changed Firms This Month?

Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...

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Investment Insights Dakota | May 15, 2025

Investment RFPs Announced in March 2025

In March, Dakota tracked 17 RFPs launched by 15 distinct institutional investors, ranging across...

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RIA Insights Dakota | May 8, 2025

April 2025 Financial Advisor Moves | RIA Updates

For the second month in a row, Raymond James was the most active advisor recruiter, adding nine...

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Investment Insights Dakota | April 10, 2025

March 2025 Financial Advisor Moves and Updates

Raymond James broke LPL's recent run, leading the way in independent advisor recruitment in March...

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Investment Insights Dakota | March 25, 2025

Investment RFPs Announced in February 2025

February was a bit slower on the investment RFPs front following a busy start to the year, as...

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