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Investment Insights Dakota | March 11, 2025

February 2025 Advisor Moves and Updates

LPL again led the way in independent advisor recruiting volume in February, adding six teams...

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Investment Insights Dakota | February 25, 2025

Investment RFPs Announced in January 2025

2025 got off to a busy start with Dakota tracking 13 investment RFPs issued in January,...

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RIA Insights Dakota | February 11, 2025

January 2025 Financial Advisor Moves and RIA Acquisitions

The new year got off to a strong start in January, continuing last quarter’s momentum, especially...

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Investment Insights Dakota | January 21, 2025

Investment RFPs Announced in December 2024

The last month of 2024 saw a considerable number of RFPs issued by institutional investors across...

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RIA Insights Dakota | January 9, 2025

December 2024 Financial Advisor Moves and RIA Acquisitions

A bumper fourth quarter made for a record-breaking 2024 on the RIA M&A front, while independent...

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Investment Insights Morgan Holycross, Marketing Manager | December 18, 2024

The Top Institutional Investor Databases for 2025

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...

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RIA Insights Dakota | December 10, 2024

November 2024 Financial Advisor Moves and RIA Acquisitions

Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not...

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