Carina Diamond was featured on an InvestmentNews webcast, September 24, on strengthening client-advisor bonds. Listen […]
Peter Raimondi, CEO, and Michael Reed, COO, were recently featured at a Fidelity Investments conference […]
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.
The team enjoyed superb food and drink to celebrate the Dakota Wealth Management and Springside Partners merger.
When launching his latest wealth management shop, Dakota Wealth Management, Peter Raimondi says the lessons […]