Top 10 RIA Firms in the Austin Metro Area

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

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Koncheng Moua, Director of Data Management and Strategy | February 22, 2024

Top 10 Most Allocated Private Credit Funds of 2023

In 2023, Dakota tracked approximately 270 investments in private credit strategies totaling nearly...

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Morgan Holycross, Marketing Manager | February 21, 2024

Top 10 Private Credit Conferences to Attend in 2024

Attending conferences throughout the year is pivotal for investment sales professionals as these...

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John Washington, Data Research Analyst | February 20, 2024

January 2024 Financial Advisor and RIA Moves and Acquisitions

At the commencement of the new year, Dakota documented a total of 40 transactions. Despite a...

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Koncheng Moua, Director of Data Management and Strategy | February 16, 2024

New Fund Launches for the First Half of February

In the fast-paced world of asset management, staying abreast of industry trends and competitor...

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Morgan Holycross, Marketing Manager | February 15, 2024

Creating a Repeatable, Successful Sales Process: Principle 2 - Know Who to Call On

In the dynamic world of sales, success hinges on more than just ambition and persistence; it...

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Morgan Holycross, Marketing Manager | February 14, 2024

The Top 10 Family Offices in Canada

In the world of wealth management, family offices represent the pinnacle of personalized wealth...

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