All Things Fundraising

We cover a move in retirement plan consulting, where Miki Sakata joins Alliant Retirement Consulting as Senior Vice President, Retirement Plan Consultant after more than three years at WTW. On the RIA/M&A front, we highlight Sequoia Financial Group acquiring family office Quish, Hightower’s M&A and strategic partnerships executive Jason Badesha departing for Lido Advisors, and C2C Private...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

In this webinar, Pat Tighe (Head of Product) and Rob Robertson (President) sit down with our CTO, Priya Stanley, to break down Databricks and Snowflake, the two data platforms coming up most as firms build the data foundation for their AI efforts. They explain the difference between a data warehouse, data lake, and lakehouse, which platform fits which type of team, why some firms use both, and how...

We cover a C-suite move at Insigneo, where Mercedes Garcia-Ayuso joins as Chief Investment Products Officer after more than 18 years at Citi. On the RIA/M&A front, we highlight Rosenwald Private Wealth bringing a $1.1B RBC team to Indivisible Partners, MAI Capital tapping a former Barron’s executive editor to lead advisor recruiting, and three RBC advisors launching Vessel Wealth Partners. We...

In this episode of the Rainmaker Podcast, Gui Costin sits down with Chip Saltz, head of US Wealth Alternatives Distribution at Wellington Management. Chip leads the firm’s advisor sales efforts for its hedge fund and private investment capabilities across wirehouses, independent and regional broker-dealers, and RIAs. Before Wellington, he held distribution roles at Harrison Street Private Wealth,...

In Episode 48 of the Emerging Manager Growth Show, Dakota Founder and CEO Gui Costin and Vice President of Institutional Sales Tim Dolan explain why wealth manager RIAs are one of the best channels for emerging managers. They cover the growth of the RIA universe, why smaller RIAs can be stronger targets than large aggregators that act like wirehouses, and how custodian platforms like Schwab, Fidel...

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Christina Adamson, Partner and Co-Global Chief Operating Officer of Ares Wealth Management Solutions, to unpack how a disciplined, people-first approach helped Ares grow its wealth business roughly 50x in five years across eight evergreen funds. Christina previously held roles at Citigroup, Deutsche Bank, and Black Creek Capi...

We cover job changes across the wealth management and institutional investment space, including moves at Miras Management, J.P. Morgan, and HSBC Global Private Banking. On the RIA/M&A front, we highlight Vanguard's acquisition of Altruist, plus Savvy Wealth opening its custodial platform to outside RIAs and a leadership change on NewEdge Wealth's alternatives team. We also share upda...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

Dakota Marketplace's Salesforce app gets a major upgrade in version 4.0, adding one-click account-and-contact linking, saved custom list views, in-app Dakota Recommends city guides, new record-page detail, and view-only permission controls. Pat Tighe and Dominique Mortelliti walk through the live demo and outline the upgrade path for existing customers.

Learn how Dakota Marketplace's CRM Integration for HubSpot lets you pull accounts and contacts directly into your CRM — link existing records or create new ones, keep data updated in real time, and customize exactly which datasets flow into your instance. Dakota's Pat Tighe and Dominique Mortelliti walk through a live demo of the Data Integrations tab, plus answer FAQs on field mapping,...

Dakota unveils its new DealCloud CRM Integration, giving investment firms real-time access to Dakota Marketplace's LP and GP data directly within their DealCloud instance. Watch Pat Tighe and Dominique Mortelliti demo linking and creating accounts/contacts with fuzzy matching, explore the Google Chrome extension, and cover common questions on DataCortex availability, data retention, and bespo...

Dakota's Q3 2026 Product Roadmap Webinar covers everything new across the platform this fall — from Founder & CEO Gui Costin's remarks on Dakota's data growth to expanded AI connector adoption (Claude, ChatGPT, and now Copilot), new international data including UK charities and conference speaker coverage, a major family office data milestone (5,000+ globally), the launch of Dak...

In Episode 47 of the Emerging Manager Growth Show, Gui Costin and Tim Dolan break down how emerging managers can do more with less. They make the case for consistent cold outreach to RIAs and family offices, explain how a single email serves as both a meeting request and a marketing touchpoint, and map out the emerging manager and consultant landscape, from must-hit EM programs like Xponance to la...

We cover job changes across the wealth management and institutional investment space, including moves at Blackstone, Goldman Sachs Group Inc, and Deutsche Bank Private Wealth Management. On the RIA/M&A front, we highlight Carson Group's acquisition of Elios Financial Group, plus advisor moves at LPL Financial and Quotient Wealth Partners. We also share updates on commitments from the Conn...

Welcome back to the Dakota Events Playbook. In this episode, Catherine and Dominique join host Rob Robertson to go deeper into how Dakota Cocktails actually runs today — from first rooftop event to a 30+-events-a-year program: - What makes the right venue: exclusivity, cost, and atmosphere - How Dakota decides which cities to visit and when - Negotiating venue budgets around the $150-per-head benc...

We cover job changes across the wealth management, insurance, and institutional investment space, including moves at Deutsche Bank AG, Avantis Investors, and Chubb National Insurance Company. On the RIA/M&A front, we highlight an advisor trio's move from Wells Fargo Advisors Financial Network to launch independent RIA Pelorus Capital Management, plus a new independent RIA launch in Bethes...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

What's the real difference between an API and an MCP connector — and which one is right for your team? In this Dakota Marketplace product webinar, Pat Tighe (Head of Product) and Rob Robertson (President) sit down with CTO Priya Stanley to break down how each technology works, when to use conversational MCP access versus bulk API pulls, real customer use cases across CRM and BI workflows, dat...

We cover job changes across the endowment, pension, and family office space, including moves at Brandeis University Endowment, Greater Manchester Pension Fund, and Georgia Tech Foundation. On the RIA/M&A front, we highlight Wealth Enhancement's acquisition of Cloud Investments, an advisor duo's move from Cetera to LPL, and a new independent RIA launch in Durham, NC. We also share upd...

In Episode 46 of the Emerging Manager Growth Show, Gui Costin is joined by Dakota President Rob Robertson to break down how emerging managers can do more with less. They cover the fundamentals: running a consistent quarterly webinar, structuring cold outreach to keep five cities active on the calendar, and warming up cold emails through research. They also discuss lesser-used channels like bank pl...

Welcome to the Dakota Events Playbook — a new series on how Dakota builds the in-person events (Dakota Cocktails, Dakota Conferences, and Data Summits) that drive real relationships with investors and allocators. In this first episode, Dakota's two in-house events experts, Catherine and Dominique, break down the roadblocks that keep firms from ever getting an event off the ground: Answering &...

We cover job changes across the endowment, pension, and family office space, including moves at Brandeis University Endowment, Greater Manchester Pension Fund, and Georgia Tech Foundation. On the RIA/M&A front, we highlight Wealth Enhancement's acquisition of Cloud Investments, an advisor duo's move from Cetera to LPL, and a new independent RIA launch in Durham, NC. We also share upd...

We cover new RIA launches as well as RIA M&A activity, including OneDigital's acquisition of Rosenthal Wealth Management Group and LPL's full acquisition of Good Life Advisors, plus Moors & Cabot's addition of the Coker & Palmer team. We also share updates on commitments from the Los Angeles City Employees' Retirement System, the Delaware Public Employees' Reti...

In this episode of Dakota Insights, Chris and Alex unpack GP stakes investing — buying minority equity interests in the management companies that run alternative asset funds, rather than in the funds themselves, and what that means for both allocators and fund managers. They cover how a typical deal is structured (10–30% stakes, priced at 10–15x management company EBITDA), the market's evolut...