If you’re in investment sales, you already know that targeting Registered Investment Advisors...
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RIA Insights
Dakota | March 6, 2025
Perhaps a drop-off in RIA M&A was inevitable following a record fourth quarter and strong January...
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RIA Insights
Dakota | February 11, 2025
The new year got off to a strong start in January, continuing last quarter’s momentum, especially...
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RIA Insights
Dakota | January 9, 2025
A bumper fourth quarter made for a record-breaking 2024 on the RIA M&A front, while independent...
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RIA Insights
Morgan Holycross, Marketing Manager | December 11, 2024
If you’ve ever found yourself sifting through the SEC’s website in search of Registered Investment...
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RIA Insights
Dakota | December 10, 2024
Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not...
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RIA Insights
Dakota | November 7, 2024
The M&A floodgates opened in October, with Dakota tracking 37 outright acquisitions – by all...
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