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Investment Insights Morgan Holycross, Marketing Manager | July 22, 2025

Why 401(k) Plans Are the Next Big Opportunity for Investment Sales in 2025

In the world of investment sales, growth is the name of the game Right now, defined contribution...

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Investment Insights Peter Harris, Investment Research Associate | July 17, 2025

How 401(k) Plans Are Opening to Private Markets | A Guide for GPs & LPs

Just a few years ago, the idea of accessing private equity through a 401(k) seemed far-fetched. But...

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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

If you’ve been in fundraising long enough, chances are you’ve either considered raising capital in...

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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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