Q1 2023 ETF Recap

For the first time in over year the capital markets treated allocators well in both fixed income...

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investment salesperson walking with a briefcase Gui Costin, Founder, CEO | May 25, 2023

The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment...

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skyline Manfred Kanther, Manager of Strategic Initiatives | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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skyline Manfred Kanther, Manager of Strategic Initiatives | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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city Manfred Kanther, Manager of Strategic Initiatives | May 11, 2023

Public Plan Commitments Summary for April 2023

April public pension plan commitment summary points: Noise around regional and local banks...

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city Manfred Kanther, Manager of Strategic Initiatives | May 10, 2023

13F Equity Sub-Asset Class Trends Q4 2022

Last update we took a very high-level look at the asset class level filings and dollar flows into...

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city Morgan Holycross, Content Marketing Associate | May 8, 2023

The Top RIAs in the Top 5 Metro Areas for 2023

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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