RIA Insights John Washington, Data Research Analyst | September 13, 2023

August 2023 Financial Advisor and RIA Moves and Acquisitions

As August wrapped up, RIA activity and independent activity remained strong. During this month,...

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

RIA Insights Morgan Holycross, Marketing Manager | August 31, 2023

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

RIA Insights John Washington, Data Research Analyst | August 23, 2023

The Silicon Valley Bank collapse persisted in the news as RIA and FAs had to reevaluate their plans...

Investment Insights Koncheng Moua, Director of Data Management and Strategy | August 8, 2023

In the month of July, Dakota tracked a total of approximately $9.6 billion across 100 investments....

Investment Insights Koncheng Moua, Director of Data Management and Strategy | July 11, 2023

June was a busy month as commitments made totaled $13.9 billion across 148 investments. 50...

Investment Insights Gui Costin, Founder, CEO | June 8, 2023

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