city skyline

The Top Databases of RIAs and How to Get the Most Out of Them

At Dakota we have been raising capital within the RIA space since 1997 and have raised over $9...

Read More
skyline Gui Costin, Founder, CEO | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

Read More
skyline Gui Costin, Founder, CEO | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

Read More
skyline Gui Costin, Founder, CEO | April 26, 2023

March 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...

Read More
Gui Costin, Founder, CEO | March 27, 2023

Second Half of February RIA and Financial Advisor Moves and Acquisitions

Wrapping up February the wire house channel became more active as recruiting picked up. On a...

Read More
february Gui Costin, Founder, CEO | March 21, 2023

First Half of February RIA and Financial Advisor Moves and Acquisitions

Entering February we began to see wire house recruiting activity pick up in full force again. On a...

Read More
skyline Gui Costin, Founder, CEO | February 17, 2023

Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions

The New Year hangover continued into the second half of January as FA movement remained below the...

Read More
Prev 15 16 17 18 19 Next