RIA+
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
RIA+
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
Very few RIAs are strategically approaching the development of their team, talent and culture like Dakota Wealth Management - and a quick walk through their offices, which could also double for an art gallery, will give you an immediate sense for the firm's unique personality.
That "Dakota energy" might explain why the firm has experienced some of the most exceptional growth in the RIA industry - recently surpassing $5 billion in assets under management in just its fifth year since launch. In this episode of RIA+, Emigrant's Mark Bruno sat down with Dakota's founder and CEO, Peter Raimondi, Chief Strategic Officer Bryan Keller, and General Counsel Leslie Arsenault Metz. This in-person interview with the Dakota leadership team details the story behind Dakota's growth, how the firm is approaching M&A opportunities, and what's next for one of the RIA industry's fastest growing firms.