News and Events Scallop Pond (detail) by Brian Rutenberg Sort By AllNewsPressAll News Press NewsCarina Diamond Recognized by Forbes/SHOOK as one of its Best-In-State Wealth AdvisorsMay 6, 2022Read More NewsBonnie Sewell featured on Rethinking65.com: Ten Steps to a Successful Succession PlanMarch 11, 2022Read More NewsCityWire: Peter Raimondi’s Dakota buys $440m Virginia RIAFebruary 2, 2022Read More NewsDakota’s Robert Pavlik Appears on Yahoo Finance LiveJanuary 6, 2022Read More PressDakota Wealth Management Acquires Pineno Levin & Ford Asset ManagementJanuary 1, 2022Read More NewsDakota’s Carina Diamond: WealthTech’s Impact on the Future of AdviceDecember 17, 2021Read More NewsCrain’s Cleveland names Dakota’s Carina Diamond one of its Notable Wealth Managers 2021November 8, 2021Read More PressDakota Wealth Management Acquires American Capital PlanningOctober 20, 2021Read More NewsDakota Wealth Management’s Peter Raimondi featured in Citywire RIA magazine.September 14, 2021Read More NewsRhys Williams featured in Voyage MIASeptember 2, 2021Read More PressDakota Wealth Management to Acquire Persimmon Capital ManagementJuly 1, 2021Read More PressDakota Wealth Management Expands Portfolio Management TeamJune 29, 2021Read More PressBrett Orvieto recognized as a 2021 InvestmentNews 40 Under 40 Honoree.June 7, 2021Read More NewsSalvation Army of Palm Beach County names William Mikus as chairman of the Advisory BoardMarch 28, 2021Read More NewsCarina Diamond Recognized by Forbes/SHOOK as one of America’s Top Women Wealth AdvisorsMarch 24, 2021Read More NewsCarina Diamond Recognized by Forbes/SHOOK as one of its Best-In-State Wealth AdvisorsFebruary 7, 2021Read More NewsCarina Diamond Joins 2021 RIA Institute Advisory BoardJanuary 1, 2021Read More NewsInvestmentNews: Why technology is crucial for RIAs focused on M&A by Michael ReedDecember 2, 2020Read More PressDakota Wealth Management Announces Promotion of Bryan P. Keller to Chief Strategic OfficerNovember 3, 2020Read More NewsPeter Raimondi named a finalist for WealthManagement.com 2020 Industry Awards in two categories: CEO of the Year and M&A Leader of the YearJune 18, 2020Read More NewsCarina Diamond Named to Forbes Top Women Wealth Advisors 2020April 30, 2020Read More NewsForbes: How a $1.2 Billion Wealth Management Firm Got Ahead of the COVID-19 CurveApril 15, 2020Read More NewsBarron’s: Secrets of Serial Wealth Management EntrepreneursJanuary 30, 2020Read More NewsCarina Diamond Panelist on InvestmentNews WebcastSeptember 24, 2019Read More NewsPeter Raimondi and Michael Reed Present at Fidelity ConferenceSeptember 18, 2019Read More NewsGalaAugust 21, 2019Read More NewsTeam CelebrationAugust 20, 2019Read More NewsDakota Wealth Hopes Outsider Ops Rigor Will Cement Growth StrategyJuly 23, 2019Read More PressDakota Wealth Management to Acquire Springside PartnersMay 20, 2019Read More PressPress Release: Peter Raimondi and Partners Launch Dakota Wealth ManagementMay 22, 2018Read MoreLoad more