Carina Diamond was featured on an InvestmentNews webcast, September 24, on strengthening client-advisor bonds. Listen […]
News
Peter Raimondi and Michael Reed Present at Fidelity Conference
Peter Raimondi, CEO, and Michael Reed, COO, were recently featured at a Fidelity Investments conference […]
Gala
In August, we celebrated the merger of Dakota Wealth Management and Springside Partners with 130 clients, colleagues and friends at Michael Angelo’s Winery in Richfield, Ohio. It was a joyous evening with great weather, camaraderie, and delicious food.
Team Celebration
The team enjoyed superb food and drink to celebrate the Dakota Wealth Management and Springside Partners merger.
Dakota Wealth Hopes Outsider Ops Rigor Will Cement Growth Strategy
When launching his latest wealth management shop, Dakota Wealth Management, Peter Raimondi says the lessons […]
