What Happened in the RIA Channel in May 2025? Key Moves & Updates

The month to month ups and downs in RIA M&A deal flows continued in May, with deal volume dipping...

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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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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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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 24, 2025

How Emerging Managers Can Access the RIA Channel

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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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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Morgan Holycross, Marketing Manager | April 3, 2025

Best Practices When Selling Software to RIAs

If you’re in the business of fundraising, you already know that RIAs (Registered Investment...

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