The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
RIA+
<p>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. <br/><br/>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. </p>