We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising efforts from  Arroyo Energy Investment Partners and  Greenoaks — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.