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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Dakota | May 6, 2025

April 2025 RIA Activity | Advisor Moves & Firm Updates

RIA M&A deal volume in April remained strong, with Dakota tracking 31 new transactions during the...

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Morgan Holycross, Marketing Manager | April 22, 2025

The Best International Investor Databases for Capital Raisers

If you’re a fundraiser raising capital across borders, one questions matters more than any other:...

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Dakota | April 17, 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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Dakota | April 15, 2025

March 2025 Public Plan Commitment Summary

In March, Dakota tracked over $21.9B across 182 investments from 48 distinct pension funds or...

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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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Dakota | April 8, 2025

March 2025 RIA & M&A Activity

March saw a welcome bounce-back in deal volume and AUM changing hands after a down February, though...

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